Brightree integration

Search Tasks

Perform Search Tasks through Brightree.

View as Markdown

brightree_search_tasks

readbrightree

Inputs

date_needed_from
date
Date Needed From
Optional date in YYYY-MM-DD format.
date_needed_to
date
Date Needed To
Optional date in YYYY-MM-DD format.
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")
status
text
Status
Optional text value.
severity
text
Severity
Optional text value.
assigned_to_key
selectrequireddynamic options
Assigned To Key
Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.
subject
text
Subject
Optional text value.
description
text
Description
Optional text value.
page_size
number
Page Size
Optional numeric value.
Default: 50
max_pages
number
Max Pages
Optional numeric value.
Default: 50

Outputs

tasksTasks

Output schema completeness: best_effort_declared

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",
  "required": [
    "assigned_to_key"
  ],
  "properties": {
    "status": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "subject": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "severity": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "max_pages": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "page_size": {
      "type": "number",
      "default": 50,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "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"
    },
    "description": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "date_needed_to": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "assigned_to_key": {
      "type": "string",
      "description": "Required selected identifier or value. Retrieve allowed values from the dynamic options endpoint.",
      "x-dynamic-options": true,
      "x-workflow-field-type": "select"
    },
    "date_needed_from": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    }
  },
  "additionalProperties": false
}

Output schema

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

View all Brightree actions