Brightree integration

Add Insurance Policy

Perform Add Insurance Policy through Brightree.

View as Markdown

brightree_add_insurance_policy

writebrightree

Inputs

patient_key
expressionrequired
Patient Key
Required literal value or workflow expression.
carrier_id
expressionrequired
Carrier Id
Required literal value or workflow expression.
payor_level
numberrequired
Payor Level
Required numeric value.
subscriber_first_name
textrequired
Subscriber First Name
Required text value.
subscriber_last_name
textrequired
Subscriber Last Name
Required text value.
subscriber_state
textrequired
Subscriber State
Required text value.
start_date
textrequired
Start Date
Required text value.

Outputs

successSuccess
policy_keyPolicy Key
messageMessage
errorError

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_key",
    "carrier_id",
    "payor_level",
    "subscriber_first_name",
    "subscriber_last_name",
    "subscriber_state",
    "start_date"
  ],
  "properties": {
    "carrier_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "start_date": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "payor_level": {
      "type": "number",
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "subscriber_state": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_last_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    },
    "subscriber_first_name": {
      "type": "string",
      "description": "Required text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "message": {},
    "success": {},
    "policy_key": {}
  },
  "additionalProperties": true
}

View all Brightree actions