Brightree integration

Historical Margin Summary

Perform Historical Margin Summary through Brightree.

View as Markdown

brightree_historical_margin_summary

writebrightree

Inputs

date_from
date
Date From
Optional date in YYYY-MM-DD format.
date_to
date
Date To
Optional date in YYYY-MM-DD format.
min_claim_age_days
numberrequired
Min Claim Age Days
Required numeric value.
Default: 50
min_group_orders
numberrequired
Min Group Orders
Required numeric value.
Default: 8
top_n
numberrequired
Top N
Required numeric value.
Default: 15

Outputs

successSuccess
date_fromDate From
date_toDate To
line_countLine Count
paid_line_countPaid Line Count
unpaid_line_countUnpaid Line Count
revenueRevenue
costCost
gp_dollarsGp Dollars
gp_pctGp Pct
negative_pctNegative Pct
below_15_pctBelow 15 Pct
below_30_pctBelow 30 Pct
by_payerBy Payer
by_hcpcsBy Hcpcs
sku_opportunitiesSku Opportunities
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": [
    "min_claim_age_days",
    "min_group_orders",
    "top_n"
  ],
  "properties": {
    "top_n": {
      "type": "number",
      "default": 15,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "date_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "min_group_orders": {
      "type": "number",
      "default": 8,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    },
    "min_claim_age_days": {
      "type": "number",
      "default": 50,
      "description": "Required numeric value.",
      "x-workflow-field-type": "number"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "cost": {},
    "error": {},
    "gp_pct": {},
    "date_to": {},
    "revenue": {},
    "success": {},
    "by_hcpcs": {},
    "by_payer": {},
    "date_from": {},
    "gp_dollars": {},
    "line_count": {},
    "below_15_pct": {},
    "below_30_pct": {},
    "negative_pct": {},
    "paid_line_count": {},
    "sku_opportunities": {},
    "unpaid_line_count": {}
  },
  "additionalProperties": true
}

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