Brightree integration

Create or Reuse Fax Sales Order

Perform Create or Reuse Fax Sales Order through Brightree.

View as Markdown

brightree_create_or_reuse_fax_sales_order

writebrightree

Inputs

patient_key
expressionrequired
Patient Key
Required literal value or workflow expression.
document_id
expressionrequired
Document Id
Required literal value or workflow expression.
lookback_days
number
Lookback Days
Optional numeric value.
Default: 30
dry_run
boolean
Dry Run
Optional true-or-false value.
Default: false

Outputs

successSuccess
patient_keyPatient Key
document_idDocument Id
dry_runDry Run
savedSaved
sales_order_keySales Order Key
reusedReused
messageMessage
errorError
outcomeOutcome
manual_review_requiredManual Review Required
dedupe_decisionDedupe Decision
document_urlDocument Url
matched_document_urlMatched Document Url
sales_order_urlSales Order Url
candidate_linksCandidate Links

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",
  "required": [
    "patient_key",
    "document_id"
  ],
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "document_id": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_key": {
      "description": "Required literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookback_days": {
      "type": "number",
      "default": 30,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "saved": {},
    "reused": {},
    "dry_run": {},
    "message": {},
    "outcome": {},
    "success": {},
    "document_id": {},
    "patient_key": {},
    "document_url": {},
    "candidate_links": {},
    "dedupe_decision": {},
    "sales_order_key": {},
    "sales_order_url": {},
    "matched_document_url": {},
    "manual_review_required": {}
  },
  "additionalProperties": true
}

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