Brightree integration

Reassign Tasks by Name

Perform Reassign Tasks by Name through Brightree.

View as Markdown

brightree_reassign_tasks_by_name

writebrightree

Inputs

source_assigned_to_name
text
Source Assigned To Name
Optional text value.
target_assigned_to_name
text
Target Assigned To Name
Optional text value.
task_type
select
Task Type
Optional selected identifier or value.
Default: "0"
Options: [All] ("0"), CMN Note ("4"), Deposit Note ("14"), Financial Note ("8"), Intake ("16"), Item Maintenance ("1"), PAR Note ("6"), Patient ("2"), Pickup Exchange WIP State ("15"), Practitioner Note ("7"), Progress Note ("13"), Referral ("10"), WIP State ("9")
task_status
text
Task Status
Optional text value.
date_needed_from
date
Date Needed From
Optional date in YYYY-MM-DD format.
Default: "today"
date_needed_to
date
Date Needed To
Optional date in YYYY-MM-DD format.
Default: "today"
subject_contains
text
Subject Contains
Optional text value.
max_tasks
text
Max Tasks
Optional text value.
Default: "0"

Outputs

foundFound
reassignedReassigned

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",
  "properties": {
    "max_tasks": {
      "type": "string",
      "default": "0",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "task_type": {
      "enum": [
        "0",
        "4",
        "14",
        "8",
        "16",
        "1",
        "6",
        "2",
        "15",
        "7",
        "13",
        "10",
        "9"
      ],
      "type": "string",
      "default": "0",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "task_status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed_to": {
      "type": "string",
      "format": "date",
      "default": "today",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "date_needed_from": {
      "type": "string",
      "format": "date",
      "default": "today",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "subject_contains": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "source_assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "target_assigned_to_name": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "found": {},
    "reassigned": {}
  },
  "additionalProperties": true
}

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