# ClaimSoft integration

> Build workflow automations with 41 public ClaimSoft actions.

Source: [https://genhealth.ai/docs/workflows/integrations/claim-soft](https://genhealth.ai/docs/workflows/integrations/claim-soft)

## Available actions

41 actions. Connection types: claimsoft.

### [Add Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_document.md)

- Handler: `claimsoft_add_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `document_url`, `document_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Add Document through ClaimSoft.

### [Add Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_add_order_items.md)

- Handler: `claimsoft_add_order_items`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `items`, `expected_item_count`, `split_coding`
- Outputs: `success`, `order_id`, `items_created`, `outcome`, `items_skipped`, `split_coding_swapped_lines`, `complete`, `message`, `error_kind`, `error`

Perform Add Order Items through ClaimSoft.

### [Assign WIP Task Group](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_assign_wip_task_group.md)

- Handler: `claimsoft_assign_wip_task_group`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_description`, `user_group_id`, `user_group_name`
- Outputs: `success`, `assigned`, `task_open`, `wip_id`, `outcome`, `error_kind`, `error`

Perform Assign WIP Task Group through ClaimSoft.

### [Attach WIP Workflow](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_attach_whip.md)

- Handler: `claimsoft_attach_whip`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `whip_item_number`
- Outputs: `success`, `order_id`, `wip_id`, `outcome`, `attached`, `message`, `error_kind`, `error`

Perform Attach WIP Workflow through ClaimSoft.

### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_eligibility.md)

- Handler: `claimsoft_check_eligibility`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `insured_id`, `date_of_service`, `patient_id`
- Outputs: `success`, `error`

Perform Check Eligibility through ClaimSoft.

### [Check Order Duplicate](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_check_order_duplicate.md)

- Handler: `claimsoft_check_order_duplicate`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `order_params`
- Outputs: `success`, `patient_id`, `duplicate_prevented`, `order_id`, `match_basis`, `error_kind`, `error`

Perform Check Order Duplicate through ClaimSoft.

### [Complete WIP Tasks](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_complete_wip_tasks.md)

- Handler: `claimsoft_complete_wip_tasks`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `wip_id`, `task_descriptions`
- Outputs: `success`, `wip_id`, `tasks_completed`, `tasks_absent`, `outcome`, `message`, `error_kind`, `error`

Perform Complete WIP Tasks through ClaimSoft.

### [Create Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_alert.md)

- Handler: `claimsoft_create_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Alert through ClaimSoft.

### [Create Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_comment.md)

- Handler: `claimsoft_create_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `comment_text`, `patient_id`, `document_id`, `alert_type_id`, `user`
- Outputs: `success`, `patient_id`, `order_id`, `message`, `error`

Perform Create Comment through ClaimSoft.

### [Create Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_create_order.md)

- Handler: `claimsoft_create_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `idempotency_key`, `write_idempotency_to_original_ref_no`, `patient_id`, `date_of_service_from`, `date_of_service_to`, `location`, `diagnosis_codes`, `physician_id`, `physician`, `referral_source_id`, `referral_source`, `psr_id`, `sales_rep_id`, `sales_rep`, `warehouse`, `place_of_service`, `signature`, `rendering_provider_id`, `rendering_provider`, `semantic_items`, `is_accident`, `accident_date`, `accident_state_id`, `accident_description`, `prescription_date`, `order_override`
- Outputs: `success`, `order_id`, `created`, `duplicate_prevented`, `match_basis`, `idempotency_key`, `message`, `error_kind`, `error`

Perform Create Order through ClaimSoft.

### [Download & Merge Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_download_patient_documents.md)

- Handler: `claimsoft_download_patient_documents`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `documents`, `merge`, `hidden`, `title`, `dedupe_key`, `date_of_service`
- Outputs: `success`, `patient_id`, `document_id`, `document_ids`, `total`, `hidden`, `error`

Perform Download & Merge Patient Documents through ClaimSoft.

### [Ensure Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_alert.md)

- Handler: `claimsoft_ensure_order_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`, `user`
- Outputs: `success`, `error`

Perform Ensure Order Alert through ClaimSoft.

### [Ensure Order Correlation Comment](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_order_correlation_comment.md)

- Handler: `claimsoft_ensure_order_correlation_comment`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `correlation_token`
- Outputs: `success`, `order_id`, `comment_id`, `created`, `error`, `error_kind`

Perform Ensure Order Correlation Comment through ClaimSoft.

### [Ensure Patient Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_ensure_patient_alert.md)

- Handler: `claimsoft_ensure_patient_alert`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `alert_type_id`, `comment_marker`, `comment_text`, `document_id`
- Outputs: `success`, `error`

Perform Ensure Patient Alert through ClaimSoft.

### [Export Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_export_report.md)

- Handler: `claimsoft_export_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report_id`, `parameters`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `rows`, `order_ids`, `total`, `truncated`, `error`

Perform Export Report through ClaimSoft.

### [Find Most Recent Unalerted Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_find_most_recent_unalerted_order.md)

- Handler: `claimsoft_find_most_recent_unalerted_order`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `status_filter`
- Outputs: `found`, `order_id`, `order_number`, `url`, `error`

Perform Find Most Recent Unalerted Order through ClaimSoft.

### [Get Order Comments](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_comments.md)

- Handler: `claimsoft_get_order_comments`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `claims_only`
- Outputs: `order_id`, `total`, `comments`, `error`

Perform Get Order Comments through ClaimSoft.

### [Get Order Source Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_order_source_document.md)

- Handler: `claimsoft_get_order_source_document`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`
- Outputs: `found`, `document_id`, `document_url`, `from_email`, `subject`, `received_date`, `has_email_metadata`, `document_context_footer`, `message`, `error`

Perform Get Order Source Document through ClaimSoft.

### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_documents.md)

- Handler: `claimsoft_get_patient_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `total`, `documents`, `error`

Perform Get Patient Documents through ClaimSoft.

### [Get Patient Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_patient_orders.md)

- Handler: `claimsoft_get_patient_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`, `status_filter`
- Outputs: `total`, `orders`, `error`

Perform Get Patient Orders through ClaimSoft.

### [Get Purchase Order](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_purchase_order.md)

- Handler: `claimsoft_get_purchase_order`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `po_number`, `order_number`, `status`, `status_id`, `next_status`, `vendor`, `vendor_id`, `warehouse`, `created_date`, `sent_date`, `due_date`, `notes`, `patient`, `patient_id`, `patient_order_id`, `items`, `payments`, `total_items`, `total_payments`, `inventory_url`, `error`

Perform Get Purchase Order through ClaimSoft.

### [Get Report Schema](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_get_report_schema.md)

- Handler: `claimsoft_get_report_schema`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `report_id`
- Outputs: `report_id`, `name`, `category`, `fields`, `error`

Perform Get Report Schema through ClaimSoft.

### [List Purchase Order Documents](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_purchase_order_documents.md)

- Handler: `claimsoft_list_purchase_order_documents`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `purchase_order_id`
- Outputs: `purchase_order_id`, `total`, `documents`, `inventory_url`, `error`

Perform List Purchase Order Documents through ClaimSoft.

### [List Reports](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_list_reports.md)

- Handler: `claimsoft_list_reports`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `category`
- Outputs: `total_reports`, `categories`, `error`

Perform List Reports through ClaimSoft.

### [Query Claim Detail by Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_claim_detail_by_status.md)

- Handler: `claimsoft_query_claim_detail_by_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `report`, `selected_ids`, `billing_location_ids`, `begin_date`, `end_date`, `date_basis`, `statuses`, `detail_level`, `include_claim_comments`, `include_no_payer`, `ignore_location_sorting`, `timely_filing_min`, `timely_filing_max`, `max_rows`, `skip_rows`, `poll_interval_seconds`, `timeout_seconds`
- Outputs: `success`, `report_id`, `report_name`, `total`, `rows`, `order_ids`, `report_parameters`, `report_json`, `truncated`, `report_run_id`, `report_status`, `created_date`, `storage_key`, `filename`, `mime_type`, `size_bytes`, `download_url`, `polls`, `error`

Perform Query Claim Detail by Status through ClaimSoft.

### [Query Orders Missing Alerts](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_query_orders_missing_alerts.md)

- Handler: `claimsoft_query_orders_missing_alerts`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `begin_date`, `end_date`, `billing_location_ids`, `order_statuses`, `search_text`, `search_fields`, `no_alerts`, `show_deleted`, `max_rows`
- Outputs: `success`, `total`, `rows`, `order_ids`, `filter_model`, `query_params`, `truncated`, `error`

Perform Query Orders Missing Alerts through ClaimSoft.

### [Read Order Detail](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_order_detail.md)

- Handler: `claimsoft_read_order_detail`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `include_items`, `include_payers`
- Outputs: `order_id`, `order_number`, `patient_id`, `patient_name`, `status`, `dos_from`, `dos_to`, `location`, `diagnosis_codes`, `items`, `payers`, `url`, `error`

Perform Read Order Detail through ClaimSoft.

### [Read Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_read_patient.md)

- Handler: `claimsoft_read_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `patient_id`
- Outputs: `patient_id`, `name`, `date_of_birth`, `age`, `account_number`, `address`, `phone`, `primary_language`, `primary_payer`, `primary_policy_number`, `is_primary_medicare`, `secondary_payer`, `secondary_policy_number`, `ar_balance`, `alerts`, `url`, `error`

Perform Read Patient through ClaimSoft.

### [Resolve Order Alert](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_alert.md)

- Handler: `claimsoft_resolve_order_alert`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `comment_marker`, `alert_type_id`, `created_by_user`
- Outputs: `success`, `error`

Perform Resolve Order Alert through ClaimSoft.

### [Resolve Order Item Identities](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_item_identities.md)

- Handler: `claimsoft_resolve_order_item_identities`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `item_codes`, `item_quantities`, `dos_from`, `dos_to`, `include_catalog_modifiers`, `item_alternate_codes`, `item_sizes`, `apply_item_sizes`
- Outputs: `success`, `error`

Perform Resolve Order Item Identities through ClaimSoft.

### [Resolve Order Items](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_order_items.md)

- Handler: `claimsoft_resolve_order_items`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `order_id`, `item_codes`, `item_quantities`, `item_identities`, `warehouse_id`, `warehouse_name`, `dos_from`, `dos_to`, `diagnosis_codes`, `skip_out_of_stock_items`
- Outputs: `success`, `error`

Perform Resolve Order Items through ClaimSoft.

### [Resolve Payer](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_resolve_payer.md)

- Handler: `claimsoft_resolve_payer`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `policy_data`, `patient_state`, `billing_location`, `payer_code_source`, `payer_plan`, `payer_card_state`, `payer_name_truncated`, `card_insurance_type`, `member_number`, `reviewed_payer_id`, `reviewed_payer_confirmed`
- Outputs: `success`, `payer_id`, `payer_name`, `confidence`, `reasoning`, `policy_data`, `error`, `failure_reason`, `candidate_count`, `match_method`

Perform Resolve Payer through ClaimSoft.

### [Save Guarantor](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_guarantor.md)

- Handler: `claimsoft_save_guarantor`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `order_id`, `first_name`, `last_name`, `relationship_id`, `date_of_birth`
- Outputs: `success`, `order_id`, `guarantor_id`, `outcome`, `relationship_id`, `same_as`, `message`, `error_kind`, `error`

Perform Save Guarantor through ClaimSoft.

### [Save Insurance](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_insurance.md)

- Handler: `claimsoft_save_insurance`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `policy_data`, `sequence`, `replace_existing`, `insurance_override`
- Outputs: `success`, `patient_id`, `sequence`, `updated`, `insured_id`, `ext_insured_id`, `payer_link_id`, `message`, `error_kind`, `error`

Perform Save Insurance through ClaimSoft.

### [Save Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_save_patient.md)

- Handler: `claimsoft_save_patient`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_data`, `billing_location_ids`, `patient_id`, `patient_defaults`, `demographics_override`
- Outputs: `success`, `patient_id`, `claimsoft_patient_id`, `created`, `is_duplicate`, `patient_url`, `message`, `error`, `error_kind`

Perform Save Patient through ClaimSoft.

### [Search Patient](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_patient.md)

- Handler: `claimsoft_search_patient`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `first_name`, `last_name`, `account_id`, `order_number`
- Outputs: `total`, `patients`, `error`

Perform Search Patient through ClaimSoft.

### [Search Purchase Orders](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_search_purchase_orders.md)

- Handler: `claimsoft_search_purchase_orders`
- Connection type: `claimsoft`
- External effect: `read`
- Inputs: `search_text`, `order_status`, `warehouses`, `patient_id`, `practitioner_id`, `date_from`, `date_to`, `filters`, `max_rows`
- Outputs: `server_returned`, `returned`, `client_truncated`, `orders`, `inventory_url`, `error`

Perform Search Purchase Orders through ClaimSoft.

### [Send PO Upload Summary Email](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_send_po_upload_summary_email.md)

- Handler: `claimsoft_send_po_upload_summary_email`

- External effect: `write`
- Inputs: `source_workflow_id`, `source_workflow_name`, `trigger_payload`, `scheduled_run_at`, `fallback_run_at`, `timezone`, `lookback_hours`, `max_source_runs`, `to_emails`, `internal_dry_run_email_domains`, `subject`, `upload_node_id`, `purchase_order_node_id`, `unsafe_order_number_tokens`
- Outputs: `success`, `status`, `successful_upload_count`, `order_numbers`, `window_start`, `window_end`, `emailed_to`, `html`, `error`

Perform Send PO Upload Summary Email through ClaimSoft.

### [Update Order Status](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_update_order_status.md)

- Handler: `claimsoft_update_order_status`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `order_id`, `status_value`
- Outputs: `success`, `state`, `verified`, `review_required`, `status_id`, `status_description`, `error_kind`, `message`, `error`

Perform Update Order Status through ClaimSoft.

### [Upload Eligibility Report](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_eligibility_report.md)

- Handler: `claimsoft_upload_eligibility_report`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `patient_id`, `eligibility_id`, `filename`, `alternate_filenames`, `tab`
- Outputs: `success`, `patient_id`, `eligibility_id`, `filename`, `skipped`, `matched_filename`, `message`, `error`

Perform Upload Eligibility Report through ClaimSoft.

### [Upload Purchase Order Document](https://genhealth.ai/docs/workflows/integrations/claim-soft/claimsoft_upload_purchase_order_document.md)

- Handler: `claimsoft_upload_purchase_order_document`
- Connection type: `claimsoft`
- External effect: `write`
- Inputs: `purchase_order_id`, `document_id`, `filename`
- Outputs: `success`, `purchase_order_id`, `filename`, `size_bytes`, `verification_status`, `documents_total`, `documents`, `inventory_url`, `message`, `error`

Perform Upload Purchase Order Document through ClaimSoft.