Brightree integration

Verify Patient Setup

Perform Verify Patient Setup through Brightree.

View as Markdown

intake_verify_patient_setup

writebrightree

Inputs

patient_id
text
Patient Id
Optional text value.
patient_state
text
Patient State
Optional text value.
patient_key
text
Patient Key
Optional text value.
patient_context
json
Patient Context
Optional JSON value.
facility_payload
json
Facility Payload
Optional JSON value.
facility_set_payload
json
Facility Set Payload
Optional JSON value.
marketing_referral_payload
json
Marketing Referral Payload
Optional JSON value.
billing_address_payload
json
Billing Address Payload
Optional JSON value.
delivery_address_payload
json
Delivery Address Payload
Optional JSON value.
dropdown_payload
json
Dropdown Payload
Optional JSON value.
responsible_party_payload
json
Responsible Party Payload
Optional JSON value.
primary_doctor_payload
json
Primary Doctor Payload
Optional JSON value.
tax_zone_payload
json
Tax Zone Payload
Optional JSON value.
account_group
text
Account Group
Optional text value.
account_key
text
Account Key
Optional text value.
set_dropdowns
boolean
Set Dropdowns
Optional true-or-false value.
Default: true
dry_run
boolean
Dry Run
Optional true-or-false value.
Default: false

Outputs

No named outputs are declared for this action.

Output schema completeness: unknown

Safety

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

Schemas

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

Input schema

{
  "type": "object",
  "properties": {
    "dry_run": {
      "type": "boolean",
      "default": false,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_key": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "account_group": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_state": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "set_dropdowns": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "patient_context": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "dropdown_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "tax_zone_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "facility_set_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "primary_doctor_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_address_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "delivery_address_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "responsible_party_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "marketing_referral_payload": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}

Output schema

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

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