Calculate patient lifetime value
Calculates the specified patient's lifetime value. Emits the sums of all invoice totals and net amounts for the patient.
Create contact
Creates a new contact.
Create patient
Creates a new patient.
Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Get appointment
Returns details of the specified appointment.
Get appointment type
Returns details of the specified appointment type.
Get appointments by practitioner ID
Returns appointment details by practitioner ID.
Get archived patient
Returns details of the specified archived patient.
Get billable item
Returns details of the specified billable item.
Get business
Returns details of the specified business.
Get cancelled appointment
Returns details of the specified cancelled appointment.
Get concession type
Returns details of the specified concession type.
Get contact
Returns details of the specified contact.
Get group appointment
Returns details of the specified group appointment.
Get group appointment attendees
Returns attendee information for the specified group appointment.
Get individual appointment attendee
Returns attendee information for the specified individual appointment.
Get individual appointment totals
Returns the total booked, arrived, cancelled, and noshow appointments for the specified patient
Get patient
Returns details of the specified patient.
Get patient case
Returns details of the specified patient case.
Get patient referral source
Returns the referral source for the specified patient.
Get patient's next appointment
Returns details of the next appointment for the specified patient. No data will be emitted if the patient doesn't have an upcoming appointment.
Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
Get practitioner availabilities
Returns availability information for the specified practitioner.
Get tax
Returns details of the specified tax id emitted from the 'get billable item' action. That action may emit an empty value for the tax id for items having no tax, but this action will throw an error if no tax id is specified.
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Two-way sync add or update a patient
An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update contact
Updates a contact.
Update patient
Updates a patient.
Update patient custom field
Updates the value of the specified custom field for the specified patient.
Update patient referral: contact
Updates a patient's referral, when referred by a contact
Update patient referral: patient
Updates a patient's referral, when referred by another patient