Referral Management Input

Input representation of the request to create a patient referral.
JSON example

Here’s an example request to create an existing patient referral.

{
  "patient": {
    "id": "005S7000001xLk1IAE"
  },
  "referralDetails": [
    {
      "detailType": "Insurance",
      "detailRecordType": "Member Plan",
      "fields": {
        "Name": "Aetna PPO",
        "MemberNumber": "2345678"
      }
    },
    {
      "detailType": "Insurance",
      "detailRecordType": "Member Plan",
      "detailRecordId": "0SqRM0000004F2z0AE"
    }
  ],
  "requester": {
    "id": "0cmS70000004CAuIAM"
  },
  "referralNotes": "This is an urgent request",
  "performers": [
    {
      "id": "0cmRM0000004nAgYAI"
    },
    {
      "id": "0cmRM0000004nAgDZc"
    }
  ],
  "referral": {
    "fields": {
      "PatientInstruction": "Need Appointment ASAP.",
      "Priority": "Urgent"
    }
  },
  "shouldUseHighConfidenceMatch": true
}

Here’s an example request to create a new patient referral.

{
  "patient": {
    "fields": {
      "FirstName": "Joe",
      "LastName": "Clark",
      "Phone": "801XXXXX89"
    }
  },
  "referralDetails": [
    {
      "detailType": "Insurance",
      "detailRecordType": "Member Plan",
      "fields": {
        "Name": "Aetna PPO",
        "MemberNumber": "2345678"
      }
    },
    {
      "detailType": "Insurance",
      "detailRecordType": "Member Plan",
      "detailRecordId": "0SqRM0000004F2z0AE"
    },
    {
      "detailType": "Body Site",
      "detailRecordType": "Health Condition",
      "detailCodeId": "0hsRM000000043aYAA"
    },
    {
      "detailType": "Reason Reference",
      "detailRecordId": "0j4RM0000004MunYAE"
    }
  ],
  "requester": {
    "id": "0cmRM0000004nAgYAI"
  },
  "performers": [
    {
      "id": "0cmRM0000000l2JYAQ"
    },
    {
      "id": "0cmRM0000000tnoYAA"
    }
  ],
  "referralNotes": "This is an urgent request",
  "referral": {
    "fields": {
      "Priority": "Routine",
      "Status": "Draft",
      "Type": "Plan"
    }
  }
}
Properties
Name Type Description Required or Optional Available Version
patient Record Fields Input[] Account details of the patient being referred. Required 59.0
performers Record Fields Input[] List of healthcare providers who perform the service.

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

Optional 59.0
referral Record Fields Input[] Referral information. Required 59.0
referralDetails Referral Detail Input[] Patient details, such as, insurance, and health condition. Optional 59.0
referralNotes String Referral notes. Optional 59.0
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 59.0
shouldUseHighConfidenceMatch Boolean Indicates whether to match a duplicate record that has the highest matching confidence (true) or not (false). Optional 59.0