ClaimSoft integration
Build workflow automations with 41 public ClaimSoft actions.
41actions
claimsoft
Updated
| Action | Description | Effect | Inputs | Outputs |
|---|---|---|---|---|
Add Documentclaimsoft_add_document | Perform Add Document through ClaimSoft. | write | patient_id, document_url, document_id +3 more | success, patient_id, filename +4 more |
Add Order Itemsclaimsoft_add_order_items | Perform Add Order Items through ClaimSoft. | write | order_id, items, expected_item_count +1 more | success, order_id, items_created +7 more |
Assign WIP Task Groupclaimsoft_assign_wip_task_group | Perform Assign WIP Task Group through ClaimSoft. | write | patient_id, order_id, wip_id +3 more | success, assigned, task_open +4 more |
Attach WIP Workflowclaimsoft_attach_whip | Perform Attach WIP Workflow through ClaimSoft. | write | order_id, patient_id, whip_item_number | success, order_id, wip_id +5 more |
Check Eligibilityclaimsoft_check_eligibility | Perform Check Eligibility through ClaimSoft. | write | insured_id, date_of_service, patient_id | success, error |
Check Order Duplicateclaimsoft_check_order_duplicate | Perform Check Order Duplicate through ClaimSoft. | write | patient_data, billing_location_ids, order_params | success, patient_id, duplicate_prevented +4 more |
Complete WIP Tasksclaimsoft_complete_wip_tasks | Perform Complete WIP Tasks through ClaimSoft. | write | patient_id, order_id, wip_id +1 more | success, wip_id, tasks_completed +5 more |
Create Alertclaimsoft_create_alert | Perform Create Alert through ClaimSoft. | write | order_id, comment_text, patient_id +3 more | success, patient_id, order_id +2 more |
Create Commentclaimsoft_create_comment | Perform Create Comment through ClaimSoft. | write | order_id, comment_text, patient_id +3 more | success, patient_id, order_id +2 more |
Create Orderclaimsoft_create_order | Perform Create Order through ClaimSoft. | write | idempotency_key, write_idempotency_to_original_ref_no, patient_id +23 more | success, order_id, created +6 more |
Download & Merge Patient Documentsclaimsoft_download_patient_documents | Perform Download & Merge Patient Documents through ClaimSoft. | write | patient_id, documents, merge +4 more | success, patient_id, document_id +4 more |
Ensure Order Alertclaimsoft_ensure_order_alert | Perform Ensure Order Alert through ClaimSoft. | write | order_id, patient_id, alert_type_id +4 more | success, error |
Ensure Order Correlation Commentclaimsoft_ensure_order_correlation_comment | Perform Ensure Order Correlation Comment through ClaimSoft. | write | order_id, correlation_token | success, order_id, comment_id +3 more |
Ensure Patient Alertclaimsoft_ensure_patient_alert | Perform Ensure Patient Alert through ClaimSoft. | write | patient_id, alert_type_id, comment_marker +2 more | success, error |
Export Reportclaimsoft_export_report | Perform Export Report through ClaimSoft. | write | report_id, parameters, max_rows +3 more | success, report_id, report_name +14 more |
Find Most Recent Unalerted Orderclaimsoft_find_most_recent_unalerted_order | Perform Find Most Recent Unalerted Order through ClaimSoft. | write | patient_id, status_filter | found, order_id, order_number +2 more |
Get Order Commentsclaimsoft_get_order_comments | Perform Get Order Comments through ClaimSoft. | read | order_id, claims_only | order_id, total, comments +1 more |
Get Order Source Documentclaimsoft_get_order_source_document | Perform Get Order Source Document through ClaimSoft. | read | order_id | found, document_id, document_url +7 more |
Get Patient Documentsclaimsoft_get_patient_documents | Perform Get Patient Documents through ClaimSoft. | read | patient_id | patient_id, total, documents +1 more |
Get Patient Ordersclaimsoft_get_patient_orders | Perform Get Patient Orders through ClaimSoft. | read | patient_id, status_filter | total, orders, error |
Get Purchase Orderclaimsoft_get_purchase_order | Perform Get Purchase Order through ClaimSoft. | read | purchase_order_id | purchase_order_id, po_number, order_number +19 more |
Get Report Schemaclaimsoft_get_report_schema | Perform Get Report Schema through ClaimSoft. | read | report_id | report_id, name, category +2 more |
List Purchase Order Documentsclaimsoft_list_purchase_order_documents | Perform List Purchase Order Documents through ClaimSoft. | read | purchase_order_id | purchase_order_id, total, documents +2 more |
List Reportsclaimsoft_list_reports | Perform List Reports through ClaimSoft. | read | category | total_reports, categories, error |
Query Claim Detail by Statusclaimsoft_query_claim_detail_by_status | Perform Query Claim Detail by Status through ClaimSoft. | write | report, selected_ids, billing_location_ids +14 more | success, report_id, report_name +16 more |
Query Orders Missing Alertsclaimsoft_query_orders_missing_alerts | Perform Query Orders Missing Alerts through ClaimSoft. | write | begin_date, end_date, billing_location_ids +6 more | success, total, rows +5 more |
Read Order Detailclaimsoft_read_order_detail | Perform Read Order Detail through ClaimSoft. | read | order_id, include_items, include_payers | order_id, order_number, patient_id +10 more |
Read Patientclaimsoft_read_patient | Perform Read Patient through ClaimSoft. | read | patient_id | patient_id, name, date_of_birth +14 more |
Resolve Order Alertclaimsoft_resolve_order_alert | Perform Resolve Order Alert through ClaimSoft. | read | order_id, comment_marker, alert_type_id +1 more | success, error |
Resolve Order Item Identitiesclaimsoft_resolve_order_item_identities | Perform Resolve Order Item Identities through ClaimSoft. | read | item_codes, item_quantities, dos_from +5 more | success, error |
Resolve Order Itemsclaimsoft_resolve_order_items | Perform Resolve Order Items through ClaimSoft. | read | order_id, item_codes, item_quantities +7 more | success, error |
Resolve Payerclaimsoft_resolve_payer | Perform Resolve Payer through ClaimSoft. | read | policy_data, patient_state, billing_location +8 more | success, payer_id, payer_name +7 more |
Save Guarantorclaimsoft_save_guarantor | Perform Save Guarantor through ClaimSoft. | write | patient_id, order_id, first_name +3 more | success, order_id, guarantor_id +6 more |
Save Insuranceclaimsoft_save_insurance | Perform Save Insurance through ClaimSoft. | write | patient_id, policy_data, sequence +2 more | success, patient_id, sequence +7 more |
Save Patientclaimsoft_save_patient | Perform Save Patient through ClaimSoft. | write | patient_data, billing_location_ids, patient_id +2 more | success, patient_id, claimsoft_patient_id +6 more |
Search Patientclaimsoft_search_patient | Perform Search Patient through ClaimSoft. | read | first_name, last_name, account_id +1 more | total, patients, error |
Search Purchase Ordersclaimsoft_search_purchase_orders | Perform Search Purchase Orders through ClaimSoft. | read | search_text, order_status, warehouses +6 more | server_returned, returned, client_truncated +3 more |
Send PO Upload Summary Emailclaimsoft_send_po_upload_summary_email | Perform Send PO Upload Summary Email through ClaimSoft. | write | source_workflow_id, source_workflow_name, trigger_payload +11 more | success, status, successful_upload_count +6 more |
Update Order Statusclaimsoft_update_order_status | Perform Update Order Status through ClaimSoft. | write | order_id, status_value | success, state, verified +6 more |
Upload Eligibility Reportclaimsoft_upload_eligibility_report | Perform Upload Eligibility Report through ClaimSoft. | write | patient_id, eligibility_id, filename +2 more | success, patient_id, eligibility_id +5 more |
Upload Purchase Order Documentclaimsoft_upload_purchase_order_document | Perform Upload Purchase Order Document through ClaimSoft. | write | purchase_order_id, document_id, filename | success, purchase_order_id, filename +7 more |