Intake Flow

An intake flow is a series of forms that the patient takes when they register for the patient portal.

The intake flow model

Properties

  • Name
    id
    Type
    string
    Description

    Unique identifier for the intake flow.

  • Name
    object
    Type
    string
    Description

    Always 'intake_flow'.

  • Name
    name
    Type
    string
    Description

    Name of intake flow.

  • Name
    description
    Type
    string
    Description

    Description of intake flow.

  • Name
    default
    Type
    boolean
    Description

    Whether this is the default intake flow.

  • Name
    forms
    Type
    array of stringd
    Description

    List of form ids that are part of the intake flow.

  • Name
    usable_by
    Type
    object
    Description
    Only applies if not the default intake flow. Who can use this form.
  • Name
    created_by
    Type
    string
    Description

    Creator of the intake flow.

  • Name
    created_at
    Type
    number
    Description

    Timestamp (in ISO 8601 format) of when the intake flow was created.

  • Name
    last_updated_at
    Type
    number
    Description

    Timestamp (in ISO 8601 format) of when the intake flow was last updated.

Response

{
    "id": "iflw_NOIYLBGOBNhSwTWCUzfu",
    "object": "form",
    "name": "Default Intake Flow",
    "description": "This is the default intake flow.",
    "default": true,
    "forms": ["form_NOIYLBGOBNhSwTWCUzfu", "form_OBNhSwTWNOIYLBGCUzfu"],
    "usable_by": {
        "usable_by_all": true,
        "usable_by": {
            "medical_centers":[],
            "specializations": [],
            "peer_groups": [],
            "individuals": []
        }
    },
    "created_by": "user_xeDpGyt67wTor93qKtS7",
    "created_at": 1653798303000,
    "last_updated_at": 1653798303000
}


POST/v2/intake_flows

Create an intake flow

Creates a new intake flow.

Required attributes

  • Name
    name
    Type
    string
    Description

    Name of intake flow.

  • Name
    default
    Type
    boolean
    Description

    Whether this is the default intake flow.

  • Name
    forms
    Type
    array of stringd
    Description

    List of form ids that are part of the intake flow.

  • Name
    usable_by
    Type
    object
    Description
    Only applies if not the default intake flow. Who can use this form.
  • Name
    created_by
    Type
    string
    Description

    Creator of the intake flow.

Optional attributes

  • Name
    description
    Type
    string
    Description

    Description of intake flow.

Response

 {
    "id": "iflw_NOIYLBGOBNhSwTWCUzfu",
    "object": "form",
    "name": "Default Intake Flow",
    "description": "This is the default intake flow.",
    "default": true,
    "forms": ["form_NOIYLBGOBNhSwTWCUzfu", "form_OBNhSwTWNOIYLBGCUzfu"],
    "usable_by": {
        "usable_by_all": true,
        "usable_by": {
            "medical_centers":[],
            "specializations": [],
            "peer_groups": [],
            "individuals": []
        }
    },
    "created_by": "user_xeDpGyt67wTor93qKtS7",
    "created_at": 1653798303000,
    "last_updated_at": 1653798303000
}


GET/v2/form/:id

Retrieve a form

Retrieves the specified form.

Response


 {
   "id": "iflw_NOIYLBGOBNhSwTWCUzfu",
   "object": "form",
   "name": "Default Intake Flow",
   "description": "This is the default intake flow.",
   "default": true,
   "forms": ["form_NOIYLBGOBNhSwTWCUzfu", "form_OBNhSwTWNOIYLBGCUzfu"],
   "usable_by": {
     "usable_by_all": true,
     "usable_by": {
       "medical_centers":[],
       "specializations": [],
       "peer_groups": [],
       "individuals": []
     }
   },
   "created_by": "user_xeDpGyt67wTor93qKtS7",
   "created_at": 1653798303000,
   "last_updated_at": 1653798303000
 }


POST/v2/form/:id

Update a form

Updates the specified form object by setting the values of the parameters passed. Any other parameters not provided will not be modified.

Required attributes

  • Name
    updated_by
    Type
    string
    Description

    Updates to the form made by.

Optional attributes

  • Name
    name
    Type
    string
    Description

    Name of intake flow.

  • Name
    description
    Type
    string
    Description

    Description of intake flow.

  • Name
    default
    Type
    boolean
    Description

    Whether this is the default intake flow.

  • Name
    forms
    Type
    array of stringd
    Description

    List of form ids that are part of the intake flow.

  • Name
    usable_by
    Type
    object
    Description
    Only applies if not the default intake flow. Who can use this form.

Response


  {
    "id": "iflw_NOIYLBGOBNhSwTWCUzfu",
    "object": "form",
    "name": "Default Intake Flow",
    "description": "This is the default intake flow.",
    "default": true,
    "forms": ["form_NOIYLBGOBNhSwTWCUzfu", "form_OBNhSwTWNOIYLBGCUzfu"],
    "usable_by": {
      "usable_by_all": true,
      "usable_by": {
        "medical_centers":[],
        "specializations": [],
        "peer_groups": [],
        "individuals": []
      }
    },
    "created_by": "user_xeDpGyt67wTor93qKtS7",
    "created_at": 1653798303000,
    "last_updated_at": 1653798303000
  }

GET/v2/intake_flows

List all intake flows

Returns a list of all intake flows.

Response

{
  "object": "list",
  "data": [
    {
      "id": "iflw_NOIYLBGOBNhSwTWCUzfu",
      "object": "form",
      "name": "Default Intake Flow",
      "description": "This is the default intake flow.",
      "default": true,
      "forms": ["form_NOIYLBGOBNhSwTWCUzfu", "form_OBNhSwTWNOIYLBGCUzfu"],
      "usable_by": {
        "usable_by_all": true,
        "usable_by": {
          "medical_centers":[],
          "specializations": [],
          "peer_groups": [],
          "individuals": []
        }
      },
      "created_by": "user_xeDpGyt67wTor93qKtS7",
      "created_at": 1653798303000,
      "last_updated_at": 1653798303000
    },
  ]
}

DELETE/v2/intake_flows/:id

Delete an intake flow

Deletes the specified intake flow.

Required attributes

    Optional attributes

      Response

      {
          "id": "form_NOIYLBGOBNhSwTWCUzfu",
          "object": "form",
          "delete": true
      }