MyForms integration

Export Patient Chart

Perform Export Patient Chart through MyForms.

myforms_export_patient_chart

readmyforms

Use in a workflow

Copy the discovered node config and fill its params from the input contract. Validate the complete graph before publishing. Integration results use {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove success.

{
  "_group": "MyForms",
  "params": {
    "lookup_mode": "name_dob",
    "timeout_seconds": 120,
    "include_canceled": true
  },
  "handler": "myforms_export_patient_chart"
}

Action contracts and connections · Run recovery

Inputs

lookup_mode
selectrequired
Lookup Mode
Required selected identifier or value.
Default: "name_dob"
Options: Name + date of birth ("name_dob"), MyForms client ID ("client_id"), Patient # (Brightree patient ID) ("patient_number"), Sales Order # (Brightree sales order) ("sales_order")
first_name
expression
First Name
Optional literal value or workflow expression.
last_name
expression
Last Name
Optional literal value or workflow expression.
date_of_birth
expression
Date Of Birth
Optional literal value or workflow expression.
client_id
expression
Client Id
Optional literal value or workflow expression.
patient_number
expression
Patient Number
Optional literal value or workflow expression.
sales_order_number
expression
Sales Order Number
Optional literal value or workflow expression.
workflow_numbers
json
Workflow Numbers
Optional JSON value.
include_canceled
boolean
Include Canceled
Optional true-or-false value.
Default: true
timeout_seconds
number
Timeout Seconds
Optional numeric value.
Default: 120

Outputs

successSuccess
statusStatus
failure_categoryFailure Category
chart_document_idChart Document Id
source_document_idsSource Document Ids
workflow_numbersWorkflow Numbers
page_countPage Count
source_document_countSource Document Count
errorError

Output schema completeness: best_effort_declared

Safety

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

Schemas

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

Input schema

{
  "type": "object",
  "required": [
    "lookup_mode"
  ],
  "properties": {
    "client_id": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "last_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "first_name": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "lookup_mode": {
      "enum": [
        "name_dob",
        "client_id",
        "patient_number",
        "sales_order"
      ],
      "type": "string",
      "default": "name_dob",
      "description": "Required selected identifier or value.",
      "x-workflow-field-type": "select"
    },
    "date_of_birth": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "patient_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    },
    "timeout_seconds": {
      "type": "number",
      "default": 120,
      "description": "Optional numeric value.",
      "x-workflow-field-type": "number"
    },
    "include_canceled": {
      "type": "boolean",
      "default": true,
      "description": "Optional true-or-false value.",
      "x-workflow-field-type": "boolean"
    },
    "workflow_numbers": {
      "description": "Optional JSON value.",
      "x-workflow-field-type": "json"
    },
    "sales_order_number": {
      "description": "Optional literal value or workflow expression.",
      "x-workflow-field-type": "expression"
    }
  },
  "additionalProperties": false
}

Output schema

{
  "type": "object",
  "properties": {
    "error": {},
    "status": {},
    "success": {},
    "page_count": {},
    "failure_category": {},
    "workflow_numbers": {},
    "chart_document_id": {},
    "source_document_ids": {},
    "source_document_count": {}
  },
  "additionalProperties": true
}

View all MyForms actions