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Brightree integration

Sync Document Insurance

Perform Sync Document Insurance through Brightree.

View as Markdown
brightree_sync_document_insurance_to_patient
writebrightree

Inputs

  • document_id
    expressionrequired
    Document Id

    Required literal value or workflow expression.

  • patient_key
    expressionrequired
    Patient Key

    Required literal value or workflow expression.

Outputs

  • successSuccess
  • document_idDocument Id
  • patient_keyPatient Key
  • insurance_idInsurance Id
  • carrier_idCarrier Id
  • policy_keyPolicy Key
  • insurer_nameInsurer Name
  • start_dateStart Date
  • syncedSynced
  • skippedSkipped
  • messageMessage
  • error_messageError Message

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": [
    "document_id",
    "patient_key"
  ],
  "properties": {
    "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"
    }
  },
  "additionalProperties": false
}
Output schema
{
  "type": "object",
  "properties": {
    "synced": {},
    "message": {},
    "skipped": {},
    "success": {},
    "carrier_id": {},
    "policy_key": {},
    "start_date": {},
    "document_id": {},
    "patient_key": {},
    "insurance_id": {},
    "insurer_name": {},
    "error_message": {}
  },
  "additionalProperties": true
}
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