Skip to documentation
athenahealth integration

Add Self-Pay Cash Plan

Perform Add Self-Pay Cash Plan through athenahealth.

View as Markdown
athena_add_self_pay_plan
writeathenahealth

Inputs

  • patient_id
    expressionrequired
    Patient Id

    Required literal value or workflow expression.

  • cash_plan_package_id
    expressionrequired
    Cash Plan Package Id

    Required literal value or workflow expression.

  • cash_plan_member_id
    expression
    Cash Plan Member Id

    Optional literal value or workflow expression.

  • product_type_id
    expression
    Product Type Id

    Optional literal value or workflow expression.

  • sliding_fee_program_id
    expression
    Sliding Fee Program Id

    Optional literal value or workflow expression.

  • sliding_fee_plan_id
    expression
    Sliding Fee Plan Id

    Optional literal value or workflow expression.

  • noninsurance_type_id
    expression
    Noninsurance Type Id

    Optional literal value or workflow expression.

  • program_poverty_based
    boolean
    Program Poverty Based

    Optional true-or-false value.

  • sequence_number
    select
    Sequence Number

    Optional selected identifier or value.

    Default: "1"

    Options: Primary ("1"), Secondary ("2"), Tertiary ("3")

  • notes
    textarea
    Notes

    Optional text value.

  • family_size
    expression
    Family Size

    Optional literal value or workflow expression.

  • yearly_income
    expression
    Yearly Income

    Optional literal value or workflow expression.

  • income_per_pay_period
    expression
    Income Per Pay Period

    Optional literal value or workflow expression.

  • pay_period
    expression
    Pay Period

    Optional literal value or workflow expression.

  • issue_date
    date
    Issue Date

    Optional date in YYYY-MM-DD format.

  • expiration_date
    date
    Expiration Date

    Optional date in YYYY-MM-DD format.

  • write_enabled
    boolean
    Write Enabled

    Optional true-or-false value.

    Default: false

  • confirm_unverified_write
    boolean
    Confirm Unverified Write

    Optional true-or-false value.

    Default: false

Outputs

  • successSuccess
  • submittedSubmitted
  • write_skippedWrite Skipped
  • patient_insurance_idPatient Insurance Id
  • patient_idPatient Id
  • cash_plan_package_idCash Plan Package Id
  • sequence_numberSequence Number
  • submitted_field_countSubmitted Field Count
  • cash_plan_previewedCash Plan Previewed
  • sliding_fee_program_idSliding Fee Program Id
  • sliding_fee_program_labelSliding Fee Program Label
  • sliding_fee_plan_idSliding Fee Plan Id
  • sliding_fee_plan_labelSliding Fee Plan Label
  • noninsurance_type_idNoninsurance Type Id
  • preview_field_countPreview Field Count
  • program_plan_pair_verifiedProgram Plan Pair Verified
  • selection_statusSelection Status
  • verifiedVerified
  • submission_statusSubmission Status
  • manual_review_requiredManual Review Required
  • readback_statusReadback Status
  • retryableRetryable
  • errorError
  • error_messageError Message

Output schema completeness: best_effort_declared

Safety

External effect
write
Confirmation recommended
No
Retry safe
No
Dry run supported
No

Schemas

These schemas are first-pass authoring guidance. Runtime validation remains authoritative.

Input schema
{
  "type": "object",
  "required": [
    "patient_id",
    "cash_plan_package_id"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "textarea"
    },
    "issue_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "patient_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "pay_period": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "family_size": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "write_enabled": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "yearly_income": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "expiration_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "product_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sequence_number": {
      "enum": [
        "1",
        "2",
        "3"
      ],
      "type": "string",
      "default": "1",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "cash_plan_member_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "sliding_fee_plan_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "cash_plan_package_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "noninsurance_type_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "income_per_pay_period": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "program_poverty_based": {
      "type": "boolean",
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "sliding_fee_program_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "confirm_unverified_write": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    }
  },
  "additionalProperties": false
}
Output schema
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "verified": {},
    "retryable": {},
    "submitted": {},
    "patient_id": {},
    "error_message": {},
    "write_skipped": {},
    "readback_status": {},
    "sequence_number": {},
    "selection_status": {},
    "submission_status": {},
    "cash_plan_previewed": {},
    "preview_field_count": {},
    "sliding_fee_plan_id": {},
    "cash_plan_package_id": {},
    "noninsurance_type_id": {},
    "patient_insurance_id": {},
    "submitted_field_count": {},
    "manual_review_required": {},
    "sliding_fee_plan_label": {},
    "sliding_fee_program_id": {},
    "sliding_fee_program_label": {},
    "program_plan_pair_verified": {}
  },
  "additionalProperties": true
}
View all athenahealth actions