Consignment Intake integration
Build workflow automations with 57 public Consignment Intake actions.
57actions
claimsoft
Updated
| Action | Description | Effect | Inputs | Outputs |
|---|---|---|---|---|
Accept Claim.MD Generic Plan Coverage Answerresolve_consignment_claimmd_generic_plan_answer | Perform Accept Claim.MD Generic Plan Coverage Answer through Consignment Intake. | write | eligibility, discovery_attempt, direct_attempt | success, outcome |
Apply Consignment Review Correctionsapply_consignment_review_overrides | Perform Apply Consignment Review Corrections through Consignment Intake. | write | document_id, extracted_fields, review_overrides +2 more | success, extracted_fields, payer +29 more |
Apply Consignment Side Modifiersapply_consignment_side_modifiers | Perform Apply Consignment Side Modifiers through Consignment Intake. | write | items, diagnosis_codes, packet_fields | success, items, resolved_line_count +3 more |
Ask Availity When Eligibility Is Undeterminedresolve_consignment_availity_eligibility_fallback | Perform Ask Availity When Eligibility Is Undetermined through Consignment Intake. | write | eligibility, extracted_fields, packet_document_id +4 more | success, outcome, trigger +4 more |
Build Consignment Order Mappingbuild_consignment_order_mapping | Perform Build Consignment Order Mapping through Consignment Intake. | write | packet_context, extracted_fields, document_text +5 more | success, ready_for_order_write, review_required +15 more |
Build Consignment Sender Reply Plansbuild_consignment_sender_reply_plans | Perform Build Consignment Sender Reply Plans through Consignment Intake. | write | group_email, attachment_collection, subject_metadata +6 more | success, reply_plans, reply_count +4 more |
Check Consignment ClaimSoft Order Duplicatecheck_consignment_claimsoft_order_duplicate | Perform Check Consignment ClaimSoft Order Duplicate through Consignment Intake. | write | document_id, expected_idempotency_key, recovery_result +5 more | success, patient_id, duplicate_prevented +9 more |
Check McLaren Eligibility With McLaren Connectcheck_consignment_mclaren_eligibility | Perform Check McLaren Eligibility With McLaren Connect through Consignment Intake. | write | eligibility, patient_data, policy_data +5 more | outcome, trigger, document_id +1 more |
Check Medicare Eligibility With myCGScheck_consignment_mycgs_eligibility | Perform Check Medicare Eligibility With myCGS through Consignment Intake. | write | enabled, eligibility, patient_data +9 more | outcome, jurisdiction, document_id +1 more |
Classify Consignment Eligibility Decision Routeclassify_consignment_derek_order_route | Perform Classify Consignment Eligibility Decision Route through Consignment Intake. | write | enabled, assignment, stage +5 more | success, approved, route +4 more |
Classify Explicit Self-Pay Order Routeclassify_consignment_self_pay_order_route | Perform Classify Explicit Self-Pay Order Route through Consignment Intake. | write | enabled, document_id, multi_page_evidence_enabled +3 more | success, approved, route +3 more |
Deliver Daily Consignment Summarydeliver_consignment_reconciliation_report | Perform Deliver Daily Consignment Summary through Consignment Intake. | write | source_workflow_id, recipients, cutoff_time +7 more | success, status, delivery +15 more |
Email Daily Consignment Summarydeliver_consignment_daily_summary | Perform Email Daily Consignment Summary through Consignment Intake. | write | source_workflow_id, recipients, cutoff_time +7 more | success, status, delivery +24 more |
Ensure Consignment ClaimSoft Guarantorensure_consignment_claimsoft_guarantor | Perform Ensure Consignment ClaimSoft Guarantor through Consignment Intake. | write | patient_id, order_id, patient_data +5 more | success, order_id, guarantor_id +7 more |
Ensure Consignment ClaimSoft Orderensure_consignment_claimsoft_order | Perform Ensure Consignment ClaimSoft Order through Consignment Intake. | write | document_id, expected_idempotency_key, recovery_result +3 more | success, order_id, created +9 more |
Ensure Consignment Insurance Review Alertensure_consignment_insurance_review_alert | Perform Ensure Consignment Insurance Review Alert through Consignment Intake. | write | order_id, patient_id, alert_type_id +5 more | success, order_id, comment_id +3 more |
Evaluate Consignment Prior Authorizationevaluate_consignment_prior_authorization | Perform Evaluate Consignment Prior Authorization through Consignment Intake. | write | payer_id, item_identities, eligibility_verified | success, prior_authorization_required, review_required +5 more |
Extract Consignment Item Sizesextract_consignment_item_sizes | Perform Extract Consignment Item Sizes through Consignment Intake. | write | document_id, item_codes, item_size_texts | outcome, size_box_count, paired_count +7 more |
Extract Consignment Source Locationextract_consignment_source_location | Perform Extract Consignment Source Location through Consignment Intake. | write | document_id, email_location_name, email_body_location_name +1 more | outcome, mapping_id, configured_business_address +19 more |
Fill Missing Lines On The Packet's Own Orderfill_consignment_own_order_missing_lines | Perform Fill Missing Lines On The Packet's Own Order through Consignment Intake. | write | settings, route, duplicate_check +8 more | success, state, skip_reason +9 more |
Hydrate Consignment Reprocess Contexthydrate_consignment_reprocess_context | Perform Hydrate Consignment Reprocess Context through Consignment Intake. | write | document_id | success, parent_document_id, child_document_id +14 more |
Persist Consignment Intake Recordspersist_consignment_intake_records | Perform Persist Consignment Intake Records through Consignment Intake. | write | document_id, extracted_fields | success, patient_written, insurance_written +2 more |
Plan Consignment Inbox Runsplan_consignment_inbox_runs | Perform Plan Consignment Inbox Runs through Consignment Intake. | write | messages, assigned_message_id, batch_limit +1 more | success, role, queue_messages +9 more |
Plan Partial Item Order Alertplan_consignment_partial_items | Perform Plan Partial Item Order Alert through Consignment Intake. | write | settings, item_resolution, slot_lines +1 more | success, alert_required, alert_text +4 more |
Preflight Consignment Email Metadatapreflight_consignment_email_source_location | Perform Preflight Consignment Email Metadata through Consignment Intake. | write | subject_metadata, attachment_collection, message_fetch_results | success, document_updates, held_document_ids +13 more |
Prepare Claim.MD Eligibilityprepare_consignment_claimmd_eligibility | Perform Prepare Claim.MD Eligibility through Consignment Intake. | write | patient_data, policy_data, policyholder_name +4 more | success, search_ready, prepared +15 more |
Prepare Claim.MD Inquiry Identityprepare_consignment_claimmd_minor_first | Perform Prepare Claim.MD Inquiry Identity through Consignment Intake. | write | payer_result, original_preparation, patient_data +3 more | prepared, minor_first, reason +10 more |
Prepare Claim.MD Payer Discoveryprepare_consignment_claimmd_payer_discovery | Perform Prepare Claim.MD Payer Discovery through Consignment Intake. | write | patient_data, policy_data, policyholder_name +6 more | success, search_ready, should_probe +13 more |
Prepare Consignment Order Createprepare_consignment_order_create | Perform Prepare Consignment Order Create through Consignment Intake. | write | packet_context, as_of_date, billing_location_ids +8 more | success, ready_for_order_create, review_required +28 more |
Prepare Consignment Order Duplicate Checkprepare_consignment_order_duplicate_check | Perform Prepare Consignment Order Duplicate Check through Consignment Intake. | write | packet_context, as_of_date, billing_location_ids +3 more | success, ready_for_duplicate_check, review_required +22 more |
Prepare Consignment Status Writeprepare_consignment_status_write | Perform Prepare Consignment Status Write through Consignment Intake. | write | order_create_preparation, order_create_result, status_bucket +3 more | success, ready_for_status_write, review_required +5 more |
Prepare Consignment Write Payloadprepare_consignment_write_payload | Perform Prepare Consignment Write Payload through Consignment Intake. | write | order_mapping, extracted_fields, document_text +8 more | success, ready_for_patient_insurance_write, payload_not_ready_reason +39 more |
Prepare Packet Policyholder Fallbackprepare_consignment_claimmd_parent_fallback | Perform Prepare Packet Policyholder Fallback through Consignment Intake. | write | payer_result, first_preparation, first_result +3 more | prepared, minor_first, reason +10 more |
Publish Consignment Review Resultpublish_consignment_review_result | Perform Publish Consignment Review Result through Consignment Intake. | write | document_id, extracted_fields, billing_location_resolution +12 more | success, published, document_id +7 more |
Reconcile Consignment Inboxreconcile_consignment_needs_action | Perform Reconcile Consignment Inbox through Consignment Intake. | write | source_workflow_id, apply_status_changes, close_final_with_holds +3 more | success, dry_run, candidates +55 more |
Record ClaimSoft Order Outcomerecord_consignment_claimsoft_order_outcome | Perform Record ClaimSoft Order Outcome through Consignment Intake. | write | document_id, order_create_result, expected_idempotency_key +1 more | success, recorded, document_id +6 more |
Recover ClaimSoft Order Outcomerecover_consignment_claimsoft_order_outcome | Perform Recover ClaimSoft Order Outcome through Consignment Intake. | write | document_id, expected_idempotency_key | success, recovered, document_id +7 more |
Recover Consignment Stock Holdsrecover_consignment_stock_holds | Perform Recover Consignment Stock Holds through Consignment Intake. | write | source_workflow_id, apply_reprocess, complete_billing_owned_elsewhere +1 more | success, dry_run, candidates +22 more |
Replace Dx Needed On The Packet's Own Orderreplace_consignment_order_diagnosis_placeholder | Perform Replace Dx Needed On The Packet's Own Order through Consignment Intake. | write | settings, order_create, order_id +4 more | success, state, header_replaced +5 more |
Resolve Claim.MD Payer Discoveryresolve_consignment_claimmd_payer_discovery | Perform Resolve Claim.MD Payer Discovery through Consignment Intake. | write | policy_data, eligibility_success, active_insurance_type_codes +5 more | success, applied, reason +5 more |
Resolve Consignment Billing Locationresolve_consignment_billing_location | Perform Resolve Consignment Billing Location through Consignment Intake. | write | billing_location | success, resolved, billing_location +8 more |
Resolve Consignment ClaimSoft Order Itemsresolve_consignment_claimsoft_order_items | Perform Resolve Consignment ClaimSoft Order Items through Consignment Intake. | write | item_resolution, order_id, item_identities +6 more | success, items, expected_item_count +7 more |
Resolve Consignment Order Referencesresolve_consignment_order_references | Perform Resolve Consignment Order References through Consignment Intake. | write | provider_name, physician_npi, provider_evidence_source +17 more | success, resolved, order_defaults +10 more |
Resolve Consignment Salespersonresolve_consignment_salesperson | Perform Resolve Consignment Salesperson through Consignment Intake. | write | email_body_salesperson_label, provider_name, referral_source_name +6 more | success, resolved, salesperson_name +9 more |
Resolve Policyholder Eligibilityresolve_befitting_policyholder | Perform Resolve Policyholder Eligibility through Consignment Intake. | write | extracted_fields, packet_document_id | policyholder_outcome, guarantor, subscriber_identity_source +17 more |
Retry Transient Consignment Holdsretry_consignment_transient_holds | Perform Retry Transient Consignment Holds through Consignment Intake. | write | source_workflow_id | success, mode, candidates +11 more |
Route Consignment Statusesroute_consignment_statuses | Perform Route Consignment Statuses through Consignment Intake. | write | routing_config, loop_results | success, processed_message_ids, review_message_ids +17 more |
Split Consignment Document By Categoriessplit_consignment_document_by_categories | Perform Split Consignment Document By Categories through Consignment Intake. | write | document_id, force, hide_parent | success, document_id, children +7 more |
Store Availity Eligibility Reportgenerate_consignment_availity_eligibility_report | Perform Store Availity Eligibility Report through Consignment Intake. | write | coverage_id, source_document_id | success, document_id, error_kind |
Suggest Consignment Hold Repairsuggest_consignment_hold_repair | Perform Suggest Consignment Hold Repair through Consignment Intake. | write | document_id, extracted_fields, order_reference_resolution | success, mode, hold_repairs +1 more |
Suggest Consignment Review Fixessuggest_consignment_review_fixes | Perform Suggest Consignment Review Fixes through Consignment Intake. | write | document_id, published, review_required | success, suggestion_count, suggestions +1 more |
Summarize Consignment Post-Split Packetssummarize_consignment_post_split_packets | Perform Summarize Consignment Post-Split Packets through Consignment Intake. | write | select_packet_items, loop_results | success, document_id, packet_contexts +7 more |
Triage Consignment Holdstriage_consignment_holds | Perform Triage Consignment Holds through Consignment Intake. | write | document_id, published, review_required +2 more | success, mode, triage +1 more |
Validate Consignment Order Prerequisitesvalidate_consignment_order_create_prerequisites | Perform Validate Consignment Order Prerequisites through Consignment Intake. | write | packet_context, billing_location_ids, order_defaults | success, ready_for_patient_insurance_write, review_required +4 more |
Verify Consignment Item Barcodesverify_consignment_item_barcodes | Perform Verify Consignment Item Barcodes through Consignment Intake. | write | document_id, item_codes, item_alternate_codes | success, cleared, item_codes +8 more |
Verify Consignment Item Lateralityverify_consignment_item_laterality | Perform Verify Consignment Item Laterality through Consignment Intake. | write | item_identities, packet_fields, resolved_diagnosis_codes +2 more | success, cleared, outcome +12 more |
Verify Consignment Product Slot Linesverify_consignment_product_slot_lines | Perform Verify Consignment Product Slot Lines through Consignment Intake. | write | packet_fields, document_text, document_id +4 more | success, cleared, outcome +15 more |