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Guest Referral

Create a patient referral in a Salesforce org from an OOTB guest web form.

When you send a request to create a patient referral, the API creates records in multiple objects, such as PersonAccount, ClinicalServiceRequest, and ClinicalServiceRequestDetail to store the patient referral information.

Resource
Resource example
Available version
60.0
HTTP methods
POST
Request body for POST
JSON example

Here’s an example request to create a patient referral from the OOTB web form filled by a guest user.

Here’s an example request to create a patient referral with the provided performers and requesters in the OOTB guest web form.

Properties
Name Type Description Required or Optional Available Version
captchaToken Captcha Token Input Google captcha verification token.

Because the referral information comes from a web form, this API expects a captcha token for security reasons. The guest referral API calls the Google API to verify the provided captcha.

A Google captcha token is valid only for 2 minutes.

Required 60.0
patient Record Fields Input[] Account details of the patient being referred. Required 60.0
performer Record Fields Input[] List of healthcare providers who perform the service.

You can provide a maximum of 5 provider IDs in a request.

Optional 60.0
referral Record Fields Input[] Referral information. Required 60.0
referralDetails Referral Detail Input[] Patient details, such as, insurance, and health condition. Optional 60.0
referralNotes String Referral notes. Optional 60.0
requester Record Fields Input[] Information about the provider requesting the service. A requester can be an Account, Asset, Healthcare Provider, or a CareRegisteredDevice object.

If the requester is new, provide information to create an account.

Optional 60.0
Response body for POST
Guest Referral Output