Retrieve detailed information, metadata and transcripts for a call.

The unique identifier of the call for which you want to retrieve detailed information.

Get call details

Send an AI phone call with a custom objective and actions.

Define a JSON schema for how you want to get information about the call - information like email addresses, names, appointment times or any other type of custom data.

Any JSON you put in here will be visible to the AI agent during the call - and can also be referenced with Prompt Variables.

Provide instructions, relevant information, and examples of the ideal conversation flow.

Send call

Follows the conversational pathway you created to guide the conversation.

Send call with pathway

Bland.ai

Add clinical document to chart

Creates a note for a specific appointment

Create appointment note

Create patient

Get appointment

Logical identifier of the patient in Athena

Get patient

Athena offers medical groups, hospitals, and health systems cloud-based EHR, practice management, and patient engagement services that seamlessly connect care and drive results for every client.

athenahealth

Add a new identifier to the patient's profile

Add identifier to patient

Retrieve a patient based on the provided identifier system and value

Get patient by identifier

Checks whether the patient is already enrolled in the current care flow definition.

A comma-separated string of care flow definition ids that will be used when looking for care flows the patient is already enrolled in. By default, we only search for care flows that match the current care flow definition id (i.e. is the patient already included in the current care flow?).

A comma-separated string of care flow statuses that will be used when looking for care flows the patient is already enrolled in. By default, we only look at active care flows. Options: "active" "completed", "missing_baseline_info", "starting", and "stopped".

Is patient already enrolled in care flow

Search whether the current patient already exists. Search happens based on the `patient_code` field which is taken from the patient's profile.

Search patient by patient code (DEPRECATED, USE IDENTIFIERS)

Start a new care flow for the patient currently enrolled in the care flow.

Use baseline info to pass values for data points when starting a care flow. This needs to be an array of objects, please read the documentation for more info.

The identifier of the care flow definition to start.

Start care flow

Start a new Hosted Pages session for a given stakeholder

The instance ID of the care flow to start a session for

The name of the stakeholder to start the session for

Start Hosted Pages Session

Stop the care flow the patient is currently enrolled.

The reason why you want to stop the care flow.

Stop care flow

Update some (or all) of the baseline datapoints for the patient currently enrolled in the care flow.

Use baseline data points often used to start a care flow. Must be an array of objects<{value, data_point_definition_id}>.

Update Baseline Datapoints

Update the current patient with new data.

Sex code as defined by ISO standard IEC_5218: "NOT_KNOWN", "MALE" or "FEMALE"

Update patient

Enrich your care flows with powerful Awell actions.

Awell Workflow

Start a pathway via webhook. No data points are expected nor required.

Enable a stakeholder to book an appointment via Cal.com.

The Cal Link that you want to embed e.g. "john". Just give the username. No need to give the full URL https://cal.com/john.

Book appointment

Creates a new booking via the Cal.com API

End time of the Event in ISO 8601 format, e.g. 2023-05-24T13:00:00.000Z. Please note that start/end time must be within user's availability hours.

Recurring event ID if the event is recurring

Start time of the Event in ISO 8601 format, e.g. 2023-05-24T13:00:00.000Z. Please note that start/end time must be within user's availability hours.

Status of the meeting to be set. Possible values: "ACCEPTED", "PENDING", "CANCELLED", "REJECTED".

Create booking

The reason for cancellation of the booking

Delete booking

Get booking

Update booking

Enable scheduling in your care flows with Cal.com.

Cal.com

** In beta ** Enable scheduling in your care flows with Calendly.

Calendly

Create Appointment

The field indicating when this claim resource was created.

The field represents the list will create the Assessments in Canvas for this claim and accepts an array of JSON objects.

The field represents the list of elements that defines what coverages are to be used when adjudicating the claim and accepts an array of JSON objects.

The field represents the list of service charges to be used in the claim and accepts an array of JSON objects.

The patient's unique resource ID (e.g. 865058f6654149bd921264d91519af9e).

The field related to determining personnel resources for services in the statement accepts a JSON object in accordance with the Canvas Medical format.

Accepts a value representing the status compliant with Canvas Medical.

Accepts a value representing the supporting info compliant with Canvas Medical.

Accepts a JSON object representing the type compliant with Canvas Medical.

Create claim

The patient the coverage is intended for, formatted as a standard identifier "Patient/5350cd20de8a470aa570a852859ac87e".

Definition of the plan, subplan, group, and subgroup, as definded in https://docs.canvasmedical.com/reference/coverage-create

A numerical value from 1 to 5, representing the order in which insurance coverages should be used when processing claims.

Details of the payor, as definded in https://docs.canvasmedical.com/reference/coverage-create

When the coverage was no longer active for the patient, expressed in FHIR Date format (YYYY-MM-DD).

When the coverage became active for the patient, expressed in FHIR Date format (YYYY-MM-DD).

The beneficiary's relationship to the subscriber, as defined in http://hl7.org/fhir/ValueSet/subscriber-relationship.

The resource for the subscriber of the coverage, formatted as a standard identifier "Patient/5350cd20de8a470aa570a852859ac87e".

The Insurance Coverage Code Category, such as medical or accident, using values from http://hl7.org/fhir/ValueSet/coverage-type.

Create coverage

Create Patient

Reference to the patient or practitioner filling out the questionnaire. If omitted it will default to Canvas Bot

Timestamp the Questionnaire response was filled out (If omitted the current timestamp at data ingestion will be used)

List of answers to questions in the questionnaire

Reference to the Canvas Questionnaire using the questionnaire id

Reference to the Canvas Patient using the patient id

Create a response to a questionnaire

Create Task

Update Appointment

Update coverage

Update Patient

Update Task

Canvas Medical allows the collection and manage data through a digital device that contains all of the patient's medical history

Canvas Medical (BETA)

Allow a stakeholder to upload one or multiple files.

Upload files to the specified folder. If left empty, the folder defined in the extension settings will be used.

The name of an upload preset defined for your product environment. If left empty, the preset defined in the extension settings will be used.

Upload files

Upload the file to the specified folder. If left empty, the folder defined in the extension settings will be used.

Upload single file

Cloudinary is a cloud-based image and video management platform for storing, managing, and delivering digital media assets.

Cloudinary

Send a text message to a recipient of your choice.

This is the sender's name. The maximum length is 11 alphanumerical characters or 16 digits. When left blank, the "From name" from the extension settings will be used.

The phone number you would like to send the text message to.

Send SMS

cm.com is a communications Platform for Messaging & Voice

cm.com

A label or description that will be shown above the question

Collect medication

The dynamic choice selector allow you to set up a select question where the available choices are dynamically populated through an API lookup

Enter the headers to send to the options source URL. The headers must be in JSON format.

Enter the label text that will be displayed before the selector.

The user must select an option before continuing.

Enter the key of the free text search query param if the endpoint supports this e.g. `search` for `https://example.com/options?search=foo`.

Enter the URL (starting with `https://`) where the options to display can be fetched. The endpoint must return an array of objects with the following properties: `id`, `label` and `value`.

Dynamic choice selector

This extension allows you to collect data from your users using a variety of advanced input types and data sources.

Advanced data collection

Create task

HIPAA-compliant task management and workflow automation for healthcare. Assign, track, automate, and complete administrative to-do lists.

Dock Health

Let a stakeholder sign a request within Awell based off a template. The care flow will not progress until the request is signed.

The custom message in the email that will be sent to the signer.

Must match an existing role in chosen template. It's case-sensitive.

The subject in the email that will be sent to the signer.

Use the template id to create a SignatureRequest from a template.

Create embedded signature request with template

Let a stakeholder sign an embedded signature request with Awell Hosted Pages.

Enter the sign URL generated via the "Create embedded signature request with template" action

Embedded signing

DocuSign makes your business faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

DocuSign

Cancels an incomplete signature request. This action is not reversible.

The id of the SignatureRequest to cancel. Please note you can only cancel incomplete signature requests.

Cancel signature request

An array defining values and options for custom fields.

The title you want to assign to the SignatureRequest.

The id of the SignatureRequest you want to retrieve the details for.

Get signature request

Sends an email to the signer reminding them to sign the signature request.

The id of the SignatureRequest to send a reminder for.

The email address of the signer to send a reminder to.

Send request reminder

Send a signature request based off a template.

The URL you want signer redirected to after they successfully sign.

Send signature request with template

Dropbox Sign (formerly HelloSign) is the easiest way to send, receive and manage legally binding electronic signatures.

Dropbox Sign

Adds allergy to the patient profile. If allergy.name is NKDA, we will document a structured NKDA in the patient chart instead of creating a patient allergy called "NKDA"

The ID of the patient for whom the lab order is being created.

The date the allergy started (defaults to today)

Add Allergy

Add history item on Elation's patient page

The patient for whom the the history is being created

The type of history being created. Supported values: Past, Family, Social, Habits, Diet, Exercise, Immunization, Legal, Consultation, Health Maintenance, Past Surgical, Cognitive Status, Functional Status

Add History

Body Mass Index; optional and calculated if height and weight are available

When provided, the vitals will be attached to the non-visit note. Note that vitals can only be attached to unsigned non-visit notes.

Practice ID where the vitas are beind measured for the patient

When provided, the vitals will be attached to the visit note. Note that vitals can only be attached to unsigned visit notes.

Add Vitals

Create an appointment using Elation's scheduling API.

Number (in minutes). Must be a multiple of 5, the default duration is 15 minutes

Should be one of the valid appointment types in Elation

A lab order represents an order for a patient to perform some lab tests for a vendor.

Defaults to false. Whether the provider has marked the order as confidential. Should not be shared with a patient.

Represents the content of the lab order report. Should be in JSON format. See https://docs.elationhealth.com/reference/the-lab-order-content-object

The date and time of the lab order document.

The ID of the physician who is creating the order.

The ID of the practice for which the lab order is being created.

The location where the patient will have the lab performed. Sites are specific to their lab vendor

The ID of the vendor (or Lab) associated with the lab order.

Create lab order

Create a message thread in Elation's messaging system.

Date of the patient’s chart (ISO format)

Date associated with the document (ISO format)

The ID of the group to which the thread member belongs

Marks the message thread as urgent if true

The content of the initial message in the thread

The patient chart for which the thread is about

The practice associated with the patient chart

The ID of the user initiating the message thread

Create Message Thread

Create a Non-Visit Note using Elation's patient API.

The author of a note. Should be the ID of a User in Elation.

Create Non-Visit Note

Create a patient profile using Elation's patient API.

Possible values are 'No ethnicity specified', 'Hispanic or Latino', 'Not Hispanic or Latino', 'Declined to specify'.

Possible values are 'unknown', 'man', 'woman', 'transgender_man', 'transgender_woman', 'nonbinary', 'option_not_listed', 'prefer_not_to_say', 'two_spirit'

The number will be stored in US national format in Elation

Full names e.g. 'English', 'Spanish' or 'French'.

The ID of the primary physician associated to the patient

Elation is a clinical-first EHR and patient engagement tool. It's designed for the craft of primary care medicine.

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Bland.ai

cm.com

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