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Consignment Intake integration

Prepare Consignment Write Payload

Perform Prepare Consignment Write Payload through Consignment Intake.

View as Markdown
prepare_consignment_write_payload
write

Inputs

  • order_mapping
    jsonrequired
    Order Mapping

    Required JSON value.

  • extracted_fields
    jsonrequired
    Extracted Fields

    Required JSON value.

  • document_text
    expression
    Document Text

    Optional literal value or workflow expression.

  • packet_context
    jsonrequired
    Packet Context

    Required JSON value.

  • billing_location_resolution
    jsonrequired
    Billing Location Resolution

    Required JSON value.

  • policyholder_resolution
    json
    Policyholder Resolution

    Optional JSON value.

  • as_of_date
    date
    As Of Date

    Optional date in YYYY-MM-DD format.

  • existing_patient_id
    text
    Existing Patient Id

    Optional text value.

  • salesperson_name
    expression
    Salesperson Name

    Optional literal value or workflow expression.

  • clean_path_mode
    select
    Clean Path Mode

    Optional selected identifier or value.

    Default: "review_for_billing"

    Options: Review for billing ("review_for_billing"), Submitted (explicit opt-in) ("submitted")

  • patient_name_format
    select
    Patient Name Format

    Optional selected identifier or value.

    Options: Given name then family name ("given_family"), Given Family or Family, Given ("given_family_or_family_comma_given")

Outputs

  • successSuccess
  • ready_for_patient_insurance_writeReady For Patient Insurance Write
  • payload_not_ready_reasonPayload Not Ready Reason
  • review_requiredReview Required
  • review_reasonReview Reason
  • review_reasonsReview Reasons
  • review_detailsReview Details
  • patient_dataPatient Data
  • patient_name_resolved_from_fallbackPatient Name Resolved From Fallback
  • patient_name_resolved_from_configured_formatPatient Name Resolved From Configured Format
  • policy_dataPolicy Data
  • billing_location_idsBilling Location Ids
  • billing_location_resolutionBilling Location Resolution
  • billing_locationBilling Location
  • patient_statePatient State
  • payer_planPayer Plan
  • payer_card_statePayer Card State
  • payer_name_truncatedPayer Name Truncated
  • card_insurance_typeCard Insurance Type
  • member_numberMember Number
  • insurance_sequenceInsurance Sequence
  • packet_contextPacket Context
  • guarantor_dataGuarantor Data
  • guarantor_write_requiredGuarantor Write Required
  • guarantor_first_nameGuarantor First Name
  • guarantor_last_nameGuarantor Last Name
  • guarantor_relationship_idGuarantor Relationship Id
  • guarantor_date_of_birthGuarantor Date Of Birth
  • accident_detailsAccident Details
  • existing_patient_idExisting Patient Id
  • patient_write_modePatient Write Mode
  • clean_path_modeClean Path Mode
  • errorError
  • error_kindError Kind

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": [
    "order_mapping",
    "extracted_fields",
    "packet_context",
    "billing_location_resolution"
  ],
  "properties": {
    "as_of_date": {
      "type": "string",
      "format": "date",
      "description": "Optional date in YYYY-MM-DD format.",
      "x-workflow-field-type": "date"
    },
    "document_text": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "order_mapping": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "packet_context": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "clean_path_mode": {
      "enum": [
        "review_for_billing",
        "submitted"
      ],
      "type": "string",
      "default": "review_for_billing",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "extracted_fields": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    },
    "salesperson_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "existing_patient_id": {
      "type": "string",
      "description": "Optional text value.",
      "x-workflow-field-type": "text"
    },
    "patient_name_format": {
      "enum": [
        "given_family",
        "given_family_or_family_comma_given"
      ],
      "type": "string",
      "description": "Optional selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "policyholder_resolution": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "billing_location_resolution": {
      "description": "Required JSON value.",
      "x-workflow-field-type": "json"
    }
  },
  "additionalProperties": false
}
Output schema
{
  "type": "object",
  "properties": {
    "error": {},
    "success": {},
    "error_kind": {},
    "payer_plan": {},
    "policy_data": {},
    "patient_data": {},
    "member_number": {},
    "patient_state": {},
    "review_reason": {},
    "guarantor_data": {},
    "packet_context": {},
    "review_details": {},
    "review_reasons": {},
    "clean_path_mode": {},
    "review_required": {},
    "accident_details": {},
    "billing_location": {},
    "payer_card_state": {},
    "insurance_sequence": {},
    "patient_write_mode": {},
    "card_insurance_type": {},
    "existing_patient_id": {},
    "guarantor_last_name": {},
    "billing_location_ids": {},
    "guarantor_first_name": {},
    "payer_name_truncated": {},
    "guarantor_date_of_birth": {},
    "guarantor_write_required": {},
    "payload_not_ready_reason": {},
    "guarantor_relationship_id": {},
    "billing_location_resolution": {},
    "ready_for_patient_insurance_write": {},
    "patient_name_resolved_from_fallback": {},
    "patient_name_resolved_from_configured_format": {}
  },
  "additionalProperties": true
}
View all Consignment Intake actions