Brightree integration
Build workflow automations with 88 public Brightree actions.
88actions
brightree
Updated
| Action | Description | Effect | Inputs | Outputs |
|---|---|---|---|---|
Add Insurance Policybrightree_add_insurance_policy | Perform Add Insurance Policy through Brightree. | write | patient_key, carrier_id, payor_level +4 more | success, policy_key, message +1 more |
Add Sales Order Diagnosis Batchesbrightree_add_sales_order_diagnosis_batches | Perform Add Sales Order Diagnosis Batches through Brightree. | write | diagnosis_batches | success, results, updated_count +2 more |
Adjust Item Quantitybrightree_adjust_item_quantity | Perform Adjust Item Quantity through Brightree. | write | sales_order_key, proc_code, quantity +2 more | — |
Append Order Notebrightree_append_order_note | Perform Append Order Note through Brightree. | write | sales_order_key, note_text, condition_value +7 more | success, status, attempted +8 more |
Append Patient Custom Field Valuebrightree_append_patient_custom_field_value | Perform Append Patient Custom Field Value through Brightree. | write | patient_key, field_label, value +1 more | success, message, updated_fields +3 more |
Apply Invoice Paymentbrightree_apply_invoice_payment | Perform Apply Invoice Payment through Brightree. | irreversible | deposit_key, receipt_key, invoice_key +7 more | success, dry_run, invoice_key +6 more |
Assign Fax to Userbrightree_assign_fax_to_user | Perform Assign Fax to User through Brightree. | write | fax_key, user_name, user_key +5 more | success, fax_key, error |
Calculate Resupply Datesbrightree_calculate_resupply_dates | Perform Calculate Resupply Dates through Brightree. | read | carrier_name, task_date_needed, scheduled_date +1 more | new_so_actual_date, source_so_key, new_so_scheduled_date +1 more |
Check Autoshipbrightree_check_autoship | Perform Check Autoship through Brightree. | write | patient_key, patient_note_key | is_autoship |
Check CMNbrightree_check_cmn | Perform Check CMN through Brightree. | write | patient_key | has_active |
Check CMN Activebrightree_check_cmn_active | Perform Check CMN Active through Brightree. | write | items_records | is_valid, reason |
Check Coverage Verifiedbrightree_check_coverage_verified | Perform Check Coverage Verified through Brightree. | write | verification | is_verified, reason |
Check Delivery Proofbrightree_check_delivery_proof | Perform Check Delivery Proof through Brightree. | write | documents, delivery_proof_document_types | has_match, reason |
Check Eligibilitybrightree_check_eligibility | Perform Check Eligibility through Brightree. | write | patient_key, patient_note_key, check_secondary | — |
Check Patient Existsbrightree_check_patient_exists | Perform Check Patient Exists through Brightree. | write | document_id, force | success, document_id, patient_id +9 more |
Check Sales Order Messagesbrightree_check_sales_order_messages | Perform Check Sales Order Messages through Brightree. | write | sales_order_key, ignored_message_codes | has_blocking_messages, reason |
Check Unresolved Messagesbrightree_check_unresolved_messages | Perform Check Unresolved Messages through Brightree. | write | messages | has_unresolved, reason |
Clear Patient Inactivation Reasonbrightree_clear_patient_inactivation_reason | Perform Clear Patient Inactivation Reason through Brightree. | write | patient_key, skip, skip_if_missing +1 more | success, message, updated_fields +3 more |
Confirm Sales Orderbrightree_confirm_sales_order | Perform Confirm Sales Order through Brightree. | irreversible | sales_order_key, dry_run | confirmed, error |
Copy Sales Orderbrightree_copy_sales_order | Perform Copy Sales Order through Brightree. | write | patient_key, source_so_key, scheduled_date +4 more | new_so_key |
Create Doctor from NPI Registrybrightree_create_doctor_from_npi_registry | Perform Create Doctor from NPI Registry through Brightree. | write | first_name, last_name, npi | success, message, doctor_key +5 more |
Create Drop Ship PObrightree_create_drop_ship_po | Perform Create Drop Ship PO through Brightree. | irreversible | sales_order_key, vendor, priority +6 more | success, manual_review_required, outcome_category +8 more |
Create Facilitybrightree_create_facility | Perform Create Facility through Brightree. | write | patient_key, name, address_1 +10 more | success, message, facility +2 more |
Create Patientbrightree_create_patient | Perform Create Patient through Brightree. | write | first_name, last_name, date_of_birth | — |
Create Patient Addressbrightree_create_patient_address | Perform Create Patient Address through Brightree. | write | patient_key, address_line_1, address_line_2 +3 more | success, message, error |
Create Patient From Documentbrightree_create_patient_from_document | Perform Create Patient From Document through Brightree. | write | document_id | success, document_id, patient_id +7 more |
Create Patient Notebrightree_create_patient_note | Perform Create Patient Note through Brightree. | write | patient_key, note_reason, subject +7 more | — |
Create Patient Note (If Not Exists)brightree_create_patient_note_if_not_exists | Perform Create Patient Note (If Not Exists) through Brightree. | write | patient_key, note_reason, subject +13 more | — |
Download Faxbrightree_download_fax | Perform Download Fax through Brightree. | write | fax_key, assign_owner_name, assign_owner_key +5 more | success, document_id, fax_key +4 more |
Edit Coverage Verifiedbrightree_edit_coverage_verified | Perform Edit Coverage Verified through Brightree. | write | sales_order_key, checked, expected_current_wip_state +2 more | success, dry_run, checked +4 more |
Edit Delivery Datesbrightree_edit_delivery_dates | Perform Edit Delivery Dates through Brightree. | write | sales_order_key, scheduled_date, actual_date | — |
Edit Patient Insurance Policy Batchesbrightree_edit_patient_insurance_policy_batches | Perform Edit Patient Insurance Policy Batches through Brightree. | write | policy_edit_batches | success, results, updated_count +2 more |
Edit WIP Statebrightree_edit_wip_state | Perform Edit WIP State through Brightree. | write | sales_order_key, target_wip_state, dry_run | — |
Ensure Brightree Sessionbrightree_ensure_session | Perform Ensure Brightree Session through Brightree. | write | — | available, status, reason +7 more |
Ensure Sales Order Statusbrightree_ensure_sales_order_status | Perform Ensure Sales Order Status through Brightree. | write | sales_order_key, current_status, target_status +1 more | — |
Fetch Sales Order Documentsbrightree_fetch_sales_order_documents | Perform Fetch Sales Order Documents through Brightree. | write | sales_order_key, document_types, document_types_expression +1 more | success, document_ids, documents +3 more |
Fetch Sales Order Void Reasonsbrightree_fetch_sales_order_void_reasons | Perform Fetch Sales Order Void Reasons through Brightree. | write | — | success, reasons, reason_count +3 more |
Find or Create Facilitybrightree_ensure_facility | Perform Find or Create Facility through Brightree. | write | patient_key, facility_name, address_1 +12 more | success, message, facility +11 more |
Get Deposit Balancebrightree_get_deposit_balance | Perform Get Deposit Balance through Brightree. | read | deposit_key | deposit_key, balance, is_balanced +4 more |
Get Latest Sales Orderbrightree_get_latest_sales_order | Perform Get Latest Sales Order through Brightree. | read | patient_key, status, created_date_from +2 more | sales_order_key, scheduled_date, found +1 more |
Get Patient Notesbrightree_get_patient_notes | Perform Get Patient Notes through Brightree. | read | patient_key, note_types, status | notes_by_type, notes |
Identify Vendorbrightree_identify_vendor | Perform Identify Vendor through Brightree. | read | new_so_key, patient_key, patient_note_key | reason, status, has_vendor +1 more |
List Deposit Receiptsbrightree_list_deposit_receipts | Perform List Deposit Receipts through Brightree. | read | deposit_key | deposit_key, receipts, count +1 more |
List Inbound Faxesbrightree_list_inbound_faxes | Perform List Inbound Faxes through Brightree. | read | received_date_from, received_date_to, work_status +5 more | faxes, count, total_items +3 more |
Post Depositbrightree_post_deposit | Perform Post Deposit through Brightree. | irreversible | deposit_key, funds_confirmed, dry_run | success, dry_run, deposit_key +8 more |
Push Diagnosis Codesbrightree_push_diagnosis_codes_to_patient | Perform Push Diagnosis Codes through Brightree. | write | patient_key, diagnosis_codes, document_id | success, document_id, patient_key +11 more |
Read CMN Detailbrightree_read_cmn_detail | Perform Read CMN Detail through Brightree. | read | patient_key, cmn_key, cmn_form_key +3 more | success, branchable_error, error +27 more |
Read Deposit ERN Tabbrightree_read_deposit_ern | Perform Read Deposit ERN Tab through Brightree. | read | deposit_key | deposit_key, claims, count +4 more |
Read Invoice Payment Pagebrightree_read_invoice_payment_page | Perform Read Invoice Payment Page through Brightree. | read | deposit_key, receipt_key, invoice_key | invoice_key, invoice_number, patient_name +8 more |
Read Patient Facilitybrightree_read_patient_facility | Perform Read Patient Facility through Brightree. | read | patient_key | success, facility_found, facility +3 more |
Read Patient Insurancebrightree_read_patient_insurance | Perform Read Patient Insurance through Brightree. | read | patient_key, include_inactive | — |
Read Patient Personal Statebrightree_read_patient_personal_state | Perform Read Patient Personal State through Brightree. | read | patient_key | success, personal_state, branch_office +3 more |
Read Sales Orderbrightree_read_sales_order | Perform Read Sales Order through Brightree. | read | sales_order_key, tabs | success, sales_order_key, patient_id +19 more |
Read Task Detailbrightree_read_task_detail | Perform Read Task Detail through Brightree. | read | patient_key, patient_note_key, patient_note_type_key | patient |
Reassign Tasks by Namebrightree_reassign_tasks_by_name | Perform Reassign Tasks by Name through Brightree. | write | source_assigned_to_name, target_assigned_to_name, task_type +5 more | found, reassigned |
Resolve Patient Contextbrightree_resolve_patient_context | Perform Resolve Patient Context through Brightree. | read | patient_id | success, patient_id, patient_key +9 more |
Resolve Patient Facilitybrightree_resolve_patient_facility | Perform Resolve Patient Facility through Brightree. | read | patient_key, facility_name, expected_address +6 more | success, facility_found, is_private_residence +16 more |
Search Depositsbrightree_search_deposits | Perform Search Deposits through Brightree. | read | status, reference, deposit_id +3 more | deposits, count, current_page +4 more |
Search Marketing Referral Facility Optionsbrightree_search_marketing_referral_facility_options | Perform Search Marketing Referral Facility Options through Brightree. | read | patient_key, search_text | success, facilities, count +1 more |
Search Orderbrightree_search_order | Perform Search Order through Brightree. | read | patient_key, order_status | — |
Search Patientbrightree_search_patient | Perform Search Patient through Brightree. | read | first_name, last_name | — |
Search Patient Facility Optionsbrightree_search_patient_facility_options | Perform Search Patient Facility Options through Brightree. | read | patient_key, search_text | success, facilities, count +1 more |
Search Private ERNsbrightree_search_private_erns | Perform Search Private ERNs through Brightree. | read | status, trace_number, deposit_id +1 more | deposits, count, current_page +4 more |
Search Receipt Invoicesbrightree_search_receipt_invoices | Perform Search Receipt Invoices through Brightree. | read | deposit_key, receipt_key, search_criteria +4 more | deposit_key, receipt_key, invoices +3 more |
Search Sales Orders by Actual Delivery Datebrightree_search_sales_orders_by_actual_delivery | Perform Search Sales Orders by Actual Delivery Date through Brightree. | read | actual_delivery_from, actual_delivery_to, page +3 more | success, complete, orders +19 more |
Search SO Worklistbrightree_search_so_worklist | Perform Search SO Worklist through Brightree. | read | wip_states, page, fetch_all +3 more | orders |
Search Tasksbrightree_search_tasks | Perform Search Tasks through Brightree. | read | date_needed_from, date_needed_to, task_type +7 more | tasks |
Set Fax Work Statusbrightree_set_fax_work_status | Perform Set Fax Work Status through Brightree. | write | fax_key, target_status, received_date_from +4 more | success, fax_key, error |
Set Patient Account Groupbrightree_set_patient_account_group | Perform Set Patient Account Group through Brightree. | write | patient_key, account_group | success, message, updated_fields +2 more |
Set Patient Delivery Address Same As Billingbrightree_set_patient_delivery_address_same_as_billing | Perform Set Patient Delivery Address Same As Billing through Brightree. | write | patient_key, max_validation_attempts, dry_run +1 more | success, message, updated_fields +2 more |
Set Patient Dropdownsbrightree_set_patient_dropdowns | Perform Set Patient Dropdowns through Brightree. | write | patient_key, branch_office, account_group +3 more | success, message, updated_fields +6 more |
Set Patient Facilitybrightree_set_patient_facility | Perform Set Patient Facility through Brightree. | write | patient_key, facility_text, facility_value +2 more | success, message, updated_fields +2 more |
Set Patient Hold Accountbrightree_set_patient_hold_account | Perform Set Patient Hold Account through Brightree. | write | patient_key, hold_account, skip +1 more | success, message, updated_fields +3 more |
Set Patient Marketing Referral Facilitybrightree_set_patient_marketing_referral_facility | Perform Set Patient Marketing Referral Facility through Brightree. | write | patient_key, facility_text, facility_value +4 more | success, message, updated_fields +2 more |
Set Patient Primary Doctor Same as Orderingbrightree_set_patient_primary_doctor_same_as_ordering | Perform Set Patient Primary Doctor Same as Ordering through Brightree. | write | patient_key, dry_run | success, message, updated_fields +3 more |
Set Patient Responsible Party to Selfbrightree_set_patient_responsible_party_to_self | Perform Set Patient Responsible Party to Self through Brightree. | write | patient_key, dry_run | success, message, updated_fields +3 more |
Set Patient Tax Zonebrightree_set_patient_tax_zone | Perform Set Patient Tax Zone through Brightree. | write | patient_key, tax_zone_text, tax_zone_value +2 more | success, message, updated_fields +6 more |
Set Patient User Fieldsbrightree_set_patient_user_fields | Perform Set Patient User Fields through Brightree. | write | patient_key, user_fields, skip +1 more | success, message, updated_fields +3 more |
Set Sales Order Workers Comp Fields Batchesbrightree_set_sales_order_workers_comp_fields_batches | Perform Set Sales Order Workers Comp Fields Batches through Brightree. | write | workers_comp_batches | success, results, updated_count +2 more |
Sync Document Insurancebrightree_sync_document_insurance_to_patient | Perform Sync Document Insurance through Brightree. | write | document_id, patient_key | success, document_id, patient_key +9 more |
Sync Document Marketing Repbrightree_sync_document_marketing_rep_to_patient | Perform Sync Document Marketing Rep through Brightree. | write | document_id, patient_key | success, document_id, patient_key +6 more |
Sync Ordering Doctorbrightree_sync_document_ordering_doctor_to_patient | Perform Sync Ordering Doctor through Brightree. | write | document_id, patient_key | success, document_id, patient_key +10 more |
Update Patient Notebrightree_update_patient_note | Perform Update Patient Note through Brightree. | write | patient_key, patient_note_key, patient_note_type_key +7 more | — |
Update Sales Order Aftercarebrightree_update_sales_order_aftercare | Perform Update Sales Order Aftercare through Brightree. | write | sales_order_key, wip_state, assigned_to_key +6 more | success, updated, noop +9 more |
Validate Patient Billing Addressbrightree_validate_patient_billing_address | Perform Validate Patient Billing Address through Brightree. | write | patient_key, facility_name, dry_run | success, message, updated_fields +2 more |
Void Sales Orderbrightree_void_sales_order | Perform Void Sales Order through Brightree. | irreversible | sales_order_key, reason_code, dry_run | success, voided, dry_run +6 more |
Void Sales Order Batchesbrightree_void_sales_order_batches | Perform Void Sales Order Batches through Brightree. | irreversible | void_requests, dry_run | success, results, voided_count +3 more |
Write Prepared Patient Updatesbrightree_write_prepared_patient_updates | Perform Write Prepared Patient Updates through Brightree. | write | patient_key, patient_updates | success, patient_key, missing_fields +5 more |