How to get the payor_entity_id
Use the Get Payors API.Create Patient Plan With Insurance Card
If you want to create a patient plan with an insurance card, you will need to do the following steps:- Upload the front of the insurance card to the File Upload API and get the
file_idfrom the response. - Upload the back of the insurance card to the File Upload API and get the
file_idfrom the response. - Make a post request to this api with the
file_idsreturned from 1 and 2 as theinsurance_card_file_idandinsurance_card_back_file_id, respectively.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
application/json
Request schema for creating a patient planRequest schema for creating a patient plan
Required string length:
2 - 80The order number of the plan (1 for primary, 2 for secondary, etc)
Required string length:
2 - 80The type of insurance
Available options:
COMMERCIAL, MEDICARE, MEDICAID, REGIONAL_CENTER, WORKERS_COMPENSATION, AUTO_INSURANCE Unique identifier for the patient plan. This is (optionally) generated and supplied by API clients
The file ID corresponding to the front of the insurance card
The file ID corresponding to the back of the insurance card
Response
Response schema for creating a patient planResponse schema for creating a patient plan

