Brightree integration

Copy Sales Order

Perform Copy Sales Order through Brightree.

View as Markdown

brightree_copy_sales_order

writebrightree

Inputs

patient_key
expression
Patient Key
Optional literal value or workflow expression.
source_so_key
expression
Source So Key
Optional literal value or workflow expression.
scheduled_date
expression
Scheduled Date
Optional literal value or workflow expression.
actual_date
expression
Actual Date
Optional literal value or workflow expression.
wip_state
text
Wip State
Optional text value.
classification
selectdynamic options
Classification
Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
dry_run
boolean
Dry Run
Optional true-or-false value.
Default: false

Outputs

new_so_keyNew So Key

Output schema completeness: best_effort_declared

Safety

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

Schemas

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

Input schema

{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "wip_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "actual_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "source_so_key": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "classification": {
      "type": "string",
      "description": "Optional selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "scheduled_date": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "new_so_key": {}
  },
  "additionalProperties": true
}

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