# Export Patient Chart

> Perform Export Patient Chart through MyForms.

Source: [https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_export_patient_chart](https://genhealth.ai/docs/workflows/integrations/my-forms/myforms_export_patient_chart)

Integration: [MyForms](https://genhealth.ai/docs/workflows/integrations/my-forms.md)

- Handler: `myforms_export_patient_chart`

- Connection type: `myforms`

## Use in a workflow

Copy this discovered node config, fill params from the input contract, and validate the complete graph. Integration results are available as {{node_id.default.field}}. Check business success before dependent writes; completion alone does not prove business success.

```json

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

```

[Action contracts](https://genhealth.ai/docs/workflows/action-contracts.md) · [Run recovery](https://genhealth.ai/docs/workflows/operations.md)

## Inputs

- `lookup_mode` — Lookup Mode (select, required)
  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` — First Name (expression)
  Optional literal value or workflow expression.
- `last_name` — Last Name (expression)
  Optional literal value or workflow expression.
- `date_of_birth` — Date Of Birth (expression)
  Optional literal value or workflow expression.
- `client_id` — Client Id (expression)
  Optional literal value or workflow expression.
- `patient_number` — Patient Number (expression)
  Optional literal value or workflow expression.
- `sales_order_number` — Sales Order Number (expression)
  Optional literal value or workflow expression.
- `workflow_numbers` — Workflow Numbers (json)
  Optional JSON value.
- `include_canceled` — Include Canceled (boolean)
  Optional true-or-false value.
  Default: `true`
- `timeout_seconds` — Timeout Seconds (number)
  Optional numeric value.
  Default: `120`

## Outputs

- `success` — Success
- `status` — Status
- `failure_category` — Failure Category
- `chart_document_id` — Chart Document Id
- `source_document_ids` — Source Document Ids
- `workflow_numbers` — Workflow Numbers
- `page_count` — Page Count
- `source_document_count` — Source Document Count
- `error` — Error

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

```json
{
  "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

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