Brightree integration

Search Patient

Search Brightree patients by first and/or last name using the organization's configured connection. Returns patients and count; a name match alone is not a verified patient identity. Reconcile date of birth and other identifiers before a dependent write. Use brightree_check_patient_exists for the organization's document-based identity check. No matches returns an empty patients list and count=0. Connection failures can fail the node.

View as Markdown

brightree_search_patient

readbrightree

Use in a workflow

Copy the discovered node config and fill its params from the input contract. Validate the complete graph before publishing. Integration results use {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove success.

{
  "_group": "Brightree",
  "params": {},
  "handler": "brightree_search_patient"
}

Action contracts and connections · Run recovery

Inputs

first_name
text
First Name
Optional first-name search filter. Supply at least one useful name filter to avoid an unbounded search.
last_name
text
Last Name
Optional last-name search filter. Do not treat a single returned name as verified identity.

Outputs

patientsPatients
countCount

Output schema completeness: reviewed_partial

Safety

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

Schemas

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

Input schema

{
  "type": "object",
  "properties": {
    "last_name": {
      "type": "string",
      "description": "Optional last-name search filter. Do not treat a single returned name as verified identity.",
      "x-workflow-field-type": "text"
    },
    "first_name": {
      "type": "string",
      "description": "Optional first-name search filter. Supply at least one useful name filter to avoid an unbounded search.",
      "x-workflow-field-type": "text"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "count": {
      "type": "integer",
      "minimum": 0
    },
    "patients": {
      "type": "array",
      "items": {
        "type": "object",
        "additionalProperties": true
      }
    }
  },
  "additionalProperties": true
}

View all Brightree actions