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Workflow integration

Brightree integration

Build workflow automations with 132 public Brightree actions.

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132actions
brightree

Updated

132 Brightree actions
ActionDescriptionEffectInputsOutputs
Add Insurance Policybrightree_add_insurance_policyPerform Add Insurance Policy through Brightree.write
Add Sales Order Diagnosis Batchesbrightree_add_sales_order_diagnosis_batchesPerform Add Sales Order Diagnosis Batches through Brightree.write
Adjust Item Quantitybrightree_adjust_item_quantityPerform Adjust Item Quantity through Brightree.write
Append Order Notebrightree_append_order_notePerform Append Order Note through Brightree.write
Append Patient Custom Field Valuebrightree_append_patient_custom_field_valuePerform Append Patient Custom Field Value through Brightree.write
Apply Fax Demographicsbrightree_apply_fax_demographicsPerform Apply Fax Demographics through Brightree.write
Apply Invoice Paymentbrightree_apply_invoice_paymentPerform Apply Invoice Payment through Brightree.irreversible
Assign Fax to Userbrightree_assign_fax_to_userPerform Assign Fax to User through Brightree.write
Calculate Resupply Datesbrightree_calculate_resupply_datesPerform Calculate Resupply Dates through Brightree.read
Cancel Sales Order PODbrightree_cancel_sales_order_podPerform Cancel Sales Order POD through Brightree.irreversible
Cancel Sales Order POD Batchesbrightree_cancel_sales_order_pod_batchesPerform Cancel Sales Order POD Batches through Brightree.irreversible
Check Autoshipbrightree_check_autoshipPerform Check Autoship through Brightree.write
Check CMNbrightree_check_cmnPerform Check CMN through Brightree.write
Check CMN Activebrightree_check_cmn_activePerform Check CMN Active through Brightree.write
Check Coverage Verifiedbrightree_check_coverage_verifiedPerform Check Coverage Verified through Brightree.write
Check Delivery Proofbrightree_check_delivery_proofPerform Check Delivery Proof through Brightree.write
Check Eligibilitybrightree_check_eligibilityPerform Check Eligibility through Brightree.write
Check Patient Existsbrightree_check_patient_existsPerform Check Patient Exists through Brightree.write
Check Sales Order Diagnosis Absence Batchesbrightree_check_sales_order_diagnosis_absence_batchesPerform Check Sales Order Diagnosis Absence Batches through Brightree.write
Check Sales Order Messagesbrightree_check_sales_order_messagesPerform Check Sales Order Messages through Brightree.write
Check Unresolved Messagesbrightree_check_unresolved_messagesPerform Check Unresolved Messages through Brightree.write
Claim Template Schedule Audit Slicebrightree_claim_template_schedule_audit_slicePerform Claim Template Schedule Audit Slice through Brightree.write
Clear Patient Inactivation Reasonbrightree_clear_patient_inactivation_reasonPerform Clear Patient Inactivation Reason through Brightree.write
Complete Template Schedule Audit Itembrightree_complete_template_schedule_audit_itemPerform Complete Template Schedule Audit Item through Brightree.write
Confirm Sales Orderbrightree_confirm_sales_orderPerform Confirm Sales Order through Brightree.irreversible
Copy Billing Address to Insuredbrightree_copy_billing_address_to_insuredPerform Copy Billing Address to Insured through Brightree.write
Copy Sales Orderbrightree_copy_sales_orderPerform Copy Sales Order through Brightree.write
Create Doctor from NPI Registrybrightree_create_doctor_from_npi_registryPerform Create Doctor from NPI Registry through Brightree.write
Create Drop Ship PObrightree_create_drop_ship_poPerform Create Drop Ship PO through Brightree.irreversible
Create Facilitybrightree_create_facilityPerform Create Facility through Brightree.write
Create Patientbrightree_create_patientPerform Create Patient through Brightree.write
Create Patient Addressbrightree_create_patient_addressPerform Create Patient Address through Brightree.write
Create Patient From Documentbrightree_create_patient_from_documentPerform Create Patient From Document through Brightree.write
Create Patient Notebrightree_create_patient_notePerform Create Patient Note through Brightree.write
Create Patient Note (If Not Exists)brightree_create_patient_note_if_not_existsPerform Create Patient Note (If Not Exists) through Brightree.write
Dispatch Sales Order Templatesbrightree_dispatch_sales_order_templatesPerform Dispatch Sales Order Templates through Brightree.write
Download Faxbrightree_download_faxPerform Download Fax through Brightree.write
Edit Coverage Verifiedbrightree_edit_coverage_verifiedPerform Edit Coverage Verified through Brightree.write
Edit Delivery Datesbrightree_edit_delivery_datesPerform Edit Delivery Dates through Brightree.write
Edit Patient Insurance Policy Batchesbrightree_edit_patient_insurance_policy_batchesPerform Edit Patient Insurance Policy Batches through Brightree.write
Edit WIP Statebrightree_edit_wip_statePerform Edit WIP State through Brightree.write
Enqueue Sales Order Template Processingbrightree_enqueue_sales_order_template_processingPerform Enqueue Sales Order Template Processing through Brightree.write
Ensure Brightree Sessionbrightree_ensure_sessionPerform Ensure Brightree Session through Brightree.write
Ensure Sales Order Statusbrightree_ensure_sales_order_statusPerform Ensure Sales Order Status through Brightree.write
Fetch Sales Order Documentsbrightree_fetch_sales_order_documentsPerform Fetch Sales Order Documents through Brightree.write
Fetch Sales Order Void Reasonsbrightree_fetch_sales_order_void_reasonsPerform Fetch Sales Order Void Reasons through Brightree.write
Finalize Template Schedule Audit Cyclebrightree_finalize_template_schedule_audit_cyclePerform Finalize Template Schedule Audit Cycle through Brightree.write
Find or Create Facilitybrightree_ensure_facilityPerform Find or Create Facility through Brightree.write
Get Deposit Balancebrightree_get_deposit_balancePerform Get Deposit Balance through Brightree.read
Get Latest Sales Orderbrightree_get_latest_sales_orderPerform Get Latest Sales Order through Brightree.read
Get Patient Notesbrightree_get_patient_notesPerform Get Patient Notes through Brightree.read
Get Template Dispatch Batch Statusbrightree_get_template_dispatch_batch_statusPerform Get Template Dispatch Batch Status through Brightree.read
Historical Margin Summarybrightree_historical_margin_summaryPerform Historical Margin Summary through Brightree.write
Identify Vendorbrightree_identify_vendorPerform Identify Vendor through Brightree.read
List CMN Recertification Candidatesbrightree_list_cmn_recertification_candidatesPerform List CMN Recertification Candidates through Brightree.read
List Deposit Receiptsbrightree_list_deposit_receiptsPerform List Deposit Receipts through Brightree.read
List Inbound Faxesbrightree_list_inbound_faxesPerform List Inbound Faxes through Brightree.read
Log CMNbrightree_log_cmnPerform Log CMN through Brightree.write
Margin Gate (expected margin)brightree_margin_gatePerform Margin Gate (expected margin) through Brightree.write
Margin Scorecard (persist + render)brightree_margin_scorecardPerform Margin Scorecard (persist + render) through Brightree.write
Mark Template Schedule Audit Summary Sentbrightree_mark_template_schedule_audit_summary_sentPerform Mark Template Schedule Audit Summary Sent through Brightree.write
Post Depositbrightree_post_depositPerform Post Deposit through Brightree.irreversible
Prepare CMN Recertification Datesbrightree_prepare_cmn_recertificationPerform Prepare CMN Recertification Dates through Brightree.write
Process Intake Chartbrightree_process_intake_chartPerform Process Intake Chart through Brightree.write
Process Sales Order Templatesbrightree_process_sales_order_templatesPerform Process Sales Order Templates through Brightree.write
Push Diagnosis Codesbrightree_push_diagnosis_codes_to_patientPerform Push Diagnosis Codes through Brightree.write
Push Fax Clinical Databrightree_push_fax_clinical_dataPerform Push Fax Clinical Data through Brightree.write
Read CMN Detailbrightree_read_cmn_detailPerform Read CMN Detail through Brightree.read
Read Deposit ERN Tabbrightree_read_deposit_ernPerform Read Deposit ERN Tab through Brightree.read
Read Invoice Payment Pagebrightree_read_invoice_payment_pagePerform Read Invoice Payment Page through Brightree.read
Read Latest CMN Fax Activitybrightree_read_cmn_fax_statusPerform Read Latest CMN Fax Activity through Brightree.read
Read Patient Facilitybrightree_read_patient_facilityPerform Read Patient Facility through Brightree.read
Read Patient Insurancebrightree_read_patient_insurancePerform Read Patient Insurance through Brightree.read
Read Patient Personal Statebrightree_read_patient_personal_statePerform Read Patient Personal State through Brightree.read
Read Sales Orderbrightree_read_sales_orderPerform Read Sales Order through Brightree.read
Read Task Detailbrightree_read_task_detailPerform Read Task Detail through Brightree.read
Reassign Tasks by Namebrightree_reassign_tasks_by_namePerform Reassign Tasks by Name through Brightree.write
Reconcile Fax Insurancebrightree_reconcile_fax_insurancePerform Reconcile Fax Insurance through Brightree.write
Reconcile Template Schedulebrightree_reconcile_template_schedulePerform Reconcile Template Schedule through Brightree.write
Refresh Historical Order Indexbrightree_refresh_historical_order_indexPerform Refresh Historical Order Index through Brightree.write
Resolve Client Sheet Costsbrightree_resolve_client_sheet_costsPerform Resolve Client Sheet Costs through Brightree.read
Resolve CMN-Linked Sales Orderbrightree_resolve_cmn_linked_sales_orderPerform Resolve CMN-Linked Sales Order through Brightree.read
Resolve Historical Order Costsbrightree_resolve_historical_order_costsPerform Resolve Historical Order Costs through Brightree.read
Resolve Order Document Typebrightree_resolve_order_document_typePerform Resolve Order Document Type through Brightree.read
Resolve Patient Contextbrightree_resolve_patient_contextPerform Resolve Patient Context through Brightree.read
Resolve Patient Facilitybrightree_resolve_patient_facilityPerform Resolve Patient Facility through Brightree.read
Search Depositsbrightree_search_depositsPerform Search Deposits through Brightree.read
Search Marketing Referral Facility Optionsbrightree_search_marketing_referral_facility_optionsPerform Search Marketing Referral Facility Options through Brightree.read
Search Orderbrightree_search_orderPerform Search Order through Brightree.read
Search Patientbrightree_search_patientPerform Search Patient through Brightree.read
Search Patient Facility Optionsbrightree_search_patient_facility_optionsPerform Search Patient Facility Options through Brightree.read
Search Private ERNsbrightree_search_private_ernsPerform Search Private ERNs through Brightree.read
Search Receipt Invoicesbrightree_search_receipt_invoicesPerform Search Receipt Invoices through Brightree.read
Search Sales Orders by Actual Delivery Datebrightree_search_sales_orders_by_actual_deliveryPerform Search Sales Orders by Actual Delivery Date through Brightree.read
Search SO Worklistbrightree_search_so_worklistPerform Search SO Worklist through Brightree.read
Search Tasksbrightree_search_tasksPerform Search Tasks through Brightree.read
Select Sales Order Templatesbrightree_select_sales_order_templatesPerform Select Sales Order Templates through Brightree.write
Select Template Schedule Audit Candidatesbrightree_select_template_schedule_audit_candidatesPerform Select Template Schedule Audit Candidates through Brightree.write
Send CMN Electronic Faxbrightree_send_cmn_electronic_faxPerform Send CMN Electronic Fax through Brightree.irreversible
Set Fax Work Statusbrightree_set_fax_work_statusPerform Set Fax Work Status through Brightree.write
Set Patient Account Groupbrightree_set_patient_account_groupPerform Set Patient Account Group through Brightree.write
Set Patient Delivery Address Same As Billingbrightree_set_patient_delivery_address_same_as_billingPerform Set Patient Delivery Address Same As Billing through Brightree.write
Set Patient Dropdownsbrightree_set_patient_dropdownsPerform Set Patient Dropdowns through Brightree.write
Set Patient Dropdownsintake_set_patient_dropdownsPerform Set Patient Dropdowns through Brightree.write
Set Patient Facilitybrightree_set_patient_facilityPerform Set Patient Facility through Brightree.write
Set Patient Hold Accountbrightree_set_patient_hold_accountPerform Set Patient Hold Account through Brightree.write
Set Patient Marketing Referral Facilitybrightree_set_patient_marketing_referral_facilityPerform Set Patient Marketing Referral Facility through Brightree.write
Set Patient Primary Doctor Same as Orderingbrightree_set_patient_primary_doctor_same_as_orderingPerform Set Patient Primary Doctor Same as Ordering through Brightree.write
Set Patient Responsible Party to Selfbrightree_set_patient_responsible_party_to_selfPerform Set Patient Responsible Party to Self through Brightree.write
Set Patient Tax Zonebrightree_set_patient_tax_zonePerform Set Patient Tax Zone through Brightree.write
Set Patient User Fieldsbrightree_set_patient_user_fieldsPerform Set Patient User Fields through Brightree.write
Set Primary Doctorintake_set_primary_doctorPerform Set Primary Doctor through Brightree.write
Set Responsible Partyintake_set_responsible_partyPerform Set Responsible Party through Brightree.write
Set Sales Order Workers Comp Fields Batchesbrightree_set_sales_order_workers_comp_fields_batchesPerform Set Sales Order Workers Comp Fields Batches through Brightree.write
Set Tax Zoneintake_set_tax_zonePerform Set Tax Zone through Brightree.write
Setup Patient Controlsintake_setup_patient_controlsPerform Setup Patient Controls through Brightree.write
Setup Patient Facilityintake_setup_patient_facilityPerform Setup Patient Facility through Brightree.write
Sync Document Insurancebrightree_sync_document_insurance_to_patientPerform Sync Document Insurance through Brightree.write
Sync Document Marketing Repbrightree_sync_document_marketing_rep_to_patientPerform Sync Document Marketing Rep through Brightree.write
Sync Ordering Doctorbrightree_sync_document_ordering_doctor_to_patientPerform Sync Ordering Doctor through Brightree.write
Sync Patient Documents for Duplicate Checkbrightree_sync_patient_documentsPerform Sync Patient Documents for Duplicate Check through Brightree.write
Update CMNbrightree_update_cmnPerform Update CMN through Brightree.write
Update Ordering Doctor Contact From Documentbrightree_update_ordering_doctor_contact_from_documentPerform Update Ordering Doctor Contact From Document through Brightree.write
Update Patient Gender If Emptybrightree_update_patient_gender_if_emptyPerform Update Patient Gender If Empty through Brightree.write
Update Patient Notebrightree_update_patient_notePerform Update Patient Note through Brightree.write
Update Sales Order Aftercarebrightree_update_sales_order_aftercarePerform Update Sales Order Aftercare through Brightree.write
Upload Document to Patientbrightree_upload_document_to_patientPerform Upload Document to Patient through Brightree.write
Validate Patient Billing Addressbrightree_validate_patient_billing_addressPerform Validate Patient Billing Address through Brightree.write
Verify Patient Setupintake_verify_patient_setupPerform Verify Patient Setup through Brightree.write
Void Sales Orderbrightree_void_sales_orderPerform Void Sales Order through Brightree.irreversible
Void Sales Order Batchesbrightree_void_sales_order_batchesPerform Void Sales Order Batches through Brightree.irreversible
Write Prepared Patient Updatesbrightree_write_prepared_patient_updatesPerform Write Prepared Patient Updates through Brightree.write