Reference

Healthie

Easily orchestrate actions in Healthie and receive webhooks events.

Easily orchestrate actions in Healthie and receive webhooks events.

Category: EHR Integrations. Adds 30 actions and 23 webhooks to a care flow.

What to configure

Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.

SettingRequiredNotes
API keyYesYour Healthie API key. Stored as a secret.
API urlYesThe environment specific API url.
Form answer max size (KB)NoThe maximum size of any form answer in KB. Form responses larger than that value (e.g. with images or PDFs) will be replaced by an Awell-generated message.

Actions

Healthie adds these 30 actions to a care flow. Add one to a step, then fill in its inputs.

Apply tag to a patient

Apply a tag to a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe ID of the tag to add to the patient.
Patient IDstringYesThe ID of the patient to apply the tag on.

Adds a tag (existing one, identified by an id) to a patient. Although the Healthie API call allows assigning multiple tags per API call, for simplicity of the logic this action can only take one tag as input. Assigning multiple tags is possible by adding multiple actions.

Archive patient

Archive a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe id of the patient in Healthie.

Archives a patient with a given id.

Assign patient to group

Assign or remove a patient from a group in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringYesThe id of the patient in Healthie.
Group IDstringNoThe ID of the group the patient will be assigned to. Leave blank to remove the patient from a group.

Cancel appointment

Cancel an appointment in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe id of the appointment in Healthie.

Cancels an appointment with a given id.

Check patient tag

Check if a patient has the given tag in their active tags in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Tag IDstringNoThe ID of the tag in Healthie.
Patient IDstringNoThe ID of the patient in Healthie.

Returns:

Data pointType
hasTagboolean

Checks that a patient has an active tag with given id

Check scheduled appointments

Check if the given patient has an active appointment scheduled for the given appointment type.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringNoThe ID of the patient in Healthie.
Appointment type IDstringYesThe ID of the appointment type.

Returns:

Data pointType
isScheduledboolean

Checks that a patient has active scheduled appointment with given appointmentTypeId

Close chat conversation

Close a chat conversation in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe id of the conversation in Healthie.
Provider IDstringYesThe ID of the provider that closes the conversation.

Closes chat conversation with a given id as a provider with the given provider_id.

Complete task

Complete a task in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Task IDstringYesThe id of the task in Healthie.

Create 1:1 appointment

Create a 1:1 appointment in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringYesThe ID of the patient you want to create an appointment for.
Provider IDstringNoThe ID of the provider the appointment is with. If none provided, the user the API key is associated with will be used.
Contact type IDstringYesHow the appointment will be conducted.
Appointment type IDstringYesThe ID of the appointment type.
Appointment date and timedateYesThe date and time of the appointment in ISO8601 format.
NotestextNoAny notes you want to add to the appointment.
External video chat URLstringNoWhen passed in, this video chat URL will be used instead of built-in Video Chat or Zoom.
MetadatajsonNo

Returns:

Data pointType
appointmentIdstring

Create charting note

Create a charting note in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie Patient IDstringYesThe ID of the patient you would like to create a charting note for.
Form IDstringYesThe ID of the form you would like to create the charting note against.
Note contenthtmlYesThe content of the charting note.
Mark as locked?booleanNoThis field allows you to mark the content as locked.
Appointment IDstringNoThe ID of the appointment you would like the charting note associated with.

Creates a charting note with the provided note_content.

Prerequisites and set-up:

  1. The form specified by the form_id exists in Healthie.
  2. The form specified by the form_id is a charting form (click "Convert to charting form" in the form options).
  3. The form contains at least one question of type textarea (long text answer). The action will write the content of the charting note in the first question of that type it finds in the form.

Create goal

Create a goal for a patient in Healthie

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie patient IDstringYesThe ID of the patient in Healthie
NamestringYesThe name of the goal
Title linktextNoThe link to add behind the goal
RepeatstringNoThe frequency of this goal. Possible values are: Daily, Weekly, Once. Defaults to "Once"
Due datedateNoThe date the goal should end and dissapear from the portal

Returns:

Data pointType
createdGoalIdstring

Create metric entry

Create a metric entry for a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
User IDstringYesThe ID of the patient that this entry should be attached to
CategorystringYesSpecifies what kind of metric we are storing
Metric statnumericYesThe actual data value for the metric

Create a metric entry for a patient in Healthie. The category of the metric is the literal name of the metric in Healthie. So if you have a metric in Healthie called "Weight", you should use "Weight" as the category.

Create a patient

Create a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
First namestringYesThe first name of the patient.
Last namestringYesThe last name of the patient.
Legal namestringNoThe patient's legal name which will be used in CMS 1500 Claims, Invoices, and Superbills.
Date of birthdateNoDate of birth of the patient
EmailstringNoThe email address of the patient. If email is NOT provided, we will still create the patient in Healthie but without the email.
Phone numberstringNoThe phone number of the patient.
Send invite emailbooleanNoWhether an invite email should be sent to the newly created patient.
Provider IDstringNoThis is the ID of the provider and defaults to the user the API key is associated with. Also known as the dietitian_id.
Record identifierstringNoThe record identifier of the patient
Additional record identifierstringNoAn additional record identifier of the patient

Returns:

Data pointType
healthiePatientIdstring

Creates a new patient according to the passed fields. After completion the healthiePatientId will be exposed as a data point in the care flow.

Create task

Create a new task in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie patient IDstringNoThe ID of the patient related to this task.
Assign to userstringNoThe ID of the user to assign the task to. If none provided, will assign the task to the user the API key is associated with.
ContenttextYesThe content of the Task.
Due datedateNoThe due date of the task.
Is reminder enabledbooleanNoWould you like to send reminders for this task?
Reminder interval typestringNoAt what interval would you like to send reminders? The options are "daily", "weekly", "once".
Reminder interval value (weekly)stringNoWhen interval type is set to "daily" or "once", leave this field blank. For "weekly" interval, send in comma separated all lower-case days of the week (e.g wednesday, friday).
Reminder interval value (once)dateNoWhen the interval type is set to "daily" or "weekly", leave this field blank. For "once" interval, set or select a date.
Reminder timenumericNoTime to send the reminder. Expressed in the number of minutes from midnight.

Returns:

Data pointType
taskIdstring

Delete appointment

Delete an appointment in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe id of the appointment in Healthie you would like to delete.

Deletes an appointment with a given id.

Delete goal

Delete a goal for a patient in Healthie

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Goal IDstringYesThe ID of the goal to delete

Delete task

Delete a task in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Task IDstringYesThe id of the task in Healthie you would like to delete.

Get appointment

Retrieve the details of an appointment in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Appointment IDstringNoThe identifier of the appointment you want to retrieve.

Returns:

Data pointType
appointmentStatusstring
appointmentTypeIdstring
appointmentTypeNamestring
contactTypestring
datedate
patientIdstring

Get form answers

Retrieve form answers from form answer group

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe ID of the form answer group to retrieve

Returns:

Data pointType
formAnswersjson

This action will retrieve the form answers for a answer group with a given ID. The complete form answers object will be stored as JSON and will be available in Awell Studio as a data point

Example of a form answers response:

[
  {
    "id": "640",
    "label": "Please enter some information about the person who referred you.",
    "answer": ""
  },
  {
    "id": "641",
    "label": "Name",
    "answer": "Chris"
  }
]

Derrived data points can be used to then store the answer of a specific question in a data point. You can use the following JSONPath expression to retrieve the answer for a given question ID: $[?(@.id == '<ID>')].answer

Get metric entry

Get most recent metric entry of a given category from Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringYesThe ID of the patient in Healthie you would like to retrieve the metric for
CategorystringYesSpecifies the metric you would like to retrieve

Returns:

Data pointType
createdAtdate
metricIdstring
metricValuenumber

Retrieve the most recent metric entry from a given category.

Get patient

Retrieve the details of a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringNoThe ID of the patient in Healthie you would like to retrieve.

Returns:

Data pointType
dobdate
emailstring
firstNamestring
genderstring
groupNamestring
isoSexnumber
lastNamestring
phoneNumbertelephone
primaryProviderIdstring

Get the set password link for a patient

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie patient IDstringYesThe ID of the patient in Healthie to get the link for

Returns:

Data pointType
setPasswordLinkstring

Lock form answers

Lock form answers from form answer group to prevent further editing

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe ID of the form answer group to lock (prevents further editing)

Push form responses to Healthie

Pushes all form response from the current step to a Healthie form

InputTypeRequiredDescription
Healthie patient IDstringYesThe ID of the patient in Healthie
Healthie form IDstringYesThe ID of the form in Healthie
Lock form answer groupbooleanNoLocking the form will stop any further editing

Returns:

Data pointType
formAnswerGroupIdstring

Push form response to Healthie

Pushes an Awell form response to a Healthie form

InputTypeRequiredDescription
Healthie patient IDstringYesThe ID of the patient in Healthie
Healthie form IDstringYesThe ID of the form in Healthie
Lock form answer groupbooleanNoLocking the form will stop any further editing

Returns:

Data pointType
formAnswerGroupIdstring

Remove tag from a patient

Remove a tag from a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe ID of the tag to remove from the patient.
Patient IDstringYesThe ID of the patient to remove the tag from.

Removes a tag (identified by an id) from a patient.

Send chat message

Send a chat message to a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie Patient IDstringYesThe ID of the patient in Healthie you would like to send a chat message to.
Provider IDstringYesThe ID of the provider, the chat message will be sent in name of this provider.
MessagehtmlYesThe chat message you would like to send.

Returns:

Data pointType
conversationIdstring

Send form completion request

Send a form completion request to a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Healthie Patient IDstringYesThe ID of the patient that should receive the form completion request.
Form IDstringYesThe ID of the form you would like the patient to complete.
Is recurringbooleanNoSet to true if the Form completion should be recurring.
FrequencystringNoRequired if "Is recurring" is set to true. Valid options are: Daily, Weekly, Monthly.
PeriodstringNoAM or PM.
HournumericNoFor instance, if you want to trigger the completion request at 1:05 PM, use "1".
MinutenumericNoFor instance, if you want to trigger the completion request at 1:05 PM, use "5".
WeekdaystringNoUse the full weekday name, e.g. "Monday".
MonthdaystringNoNumber of the day of month, e.g. "27th".
Ends ondateNoRecurrence end date in the YYYY-MM-DD format.

Send a form completion request to the patient. You will need the Healthie patient ID and the ID of the form you would like the patient to complete.

Although the Healthie API call allows sending form completion requests to multiple users per API call (see recipient_ids in their docs), we decided that every action only sends one form completion request. This heavily simplifies the logic and better fits our domain model (1-to-1 relationship between patient and pathway). If a user would like to send multiple form completion requests, they you can just add multiple actions.

Update a patient

Update a patient in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
IDstringYesThe id of the patient in Healthie.
First namestringNoThe first name of the patient.
Last namestringNoThe last name of the patient.
Legal namestringNoThe patient's legal name which will be used in CMS 1500 Claims, Invoices, and Superbills.
EmailstringNoThe email address of the patient.
Date of birthdateNoDate of birth of the patient
Phone numberstringNoThe phone number of the patient.
Provider IDstringNoThis is the ID of the provider and defaults to the user the API key is associated with. Also known as the dietitian_id.
User group IDstringNoThe user group the patient belongs to.
ActivebooleanNoWhether the patient is still active.
HeightstringNoThe height of the patient.
GenderstringNoThe gender of the patient. Either "Female", "Male", or "Other".
Gender identitystringNoShould only be passed when gender is "Other"
SexstringNoThe sex of the patient. Either "Female", "Male".
Resend welcome emailbooleanNoWhether to resend the welcome email to the patient
Record identifierstringNoThe record identifier of the patient
Additional record identifierstringNoAn additional record identifier of the patient

Updates a specific patient (defined by the provided id) according to the passed fields.

Update patient quick note

Update a patient quick note in Healthie.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Patient IDstringYesThe ID of the patient in Healthie to update the quick note for
Quick notehtmlNo
Overwrite quick note?booleanNoIf true, the quick note will be replaced with the new content. If false, the content will be appended to the current content in the quick note.

Webhooks

Healthie can send these 23 events into Awell, where each one can start a care flow or move a patient along. Point the webhook at the URL Studio shows you when you enable it.

appliedTagCreated

Payload:

Data pointType
createdAppliedTagIdstring

appliedTagDeleted

Payload:

Data pointType
deletedAppliedTagIdstring

appointmentCreated

Payload:

Data pointType
appointmentjson
appointmentIdstring

appointmentDeleted

Payload:

Data pointType
deletedAppointmentIdstring

appointmentUpdated

Payload:

Data pointType
appointmentjson
updatedAppointmentIdstring

formAnswerGroupCreated

Payload:

Data pointType
createdFormAnswerGroupjson
createdFormAnswerGroupIdstring

formAnswerGroupDeleted

Payload:

Data pointType
deletedFormAnswerGroupIdstring

formAnswerGroupLocked

Payload:

Data pointType
lockedFormAnswerGroupjson
lockedFormAnswerGroupIdstring

formAnswerGroupSigned

Payload:

Data pointType
signedFormAnswerGroupjson
signedFormAnswerGroupIdstring

goalCreated

Payload:

Data pointType
createdGoalIdnumber

goalUpdated

Payload:

Data pointType
updatedGoalIdstring

labOrderCreated

Payload:

Data pointType
createdLabOrderIdstring

labOrderUpdated

Payload:

Data pointType
updatedLabOrderIdstring

messageCreated

Payload:

Data pointType
createdMessageIdstring

messageDeleted

Payload:

Data pointType
deletedMessageIdstring

metricEntryCreated

Payload:

Data pointType
createdMetricIdstring

metricEntryUpdated

Payload:

Data pointType
updatedMetricIdstring

patientCreated

Payload:

Data pointType
patientIdstring

patientUpdated

Payload:

Data pointType
updatedPatientIdstring

requestFormCompletionCreated

Payload:

Data pointType
createdFormCompletionIdstring

requestFormCompletionUpdated

Payload:

Data pointType
updatedFormCompletionIdstring

taskCreated

Payload:

Data pointType
createdTaskIdstring

taskUpdated

Payload:

Data pointType
updatedTaskIdstring

Setup and notes

Healthie offers infrastructure for next generation digital health organizations that provide virtual-first care. Healthie’s API-first and fully brandable suite of solutions (Scheduling, EMR, Client Engagement) enables healthcare builders to launch and scale best-in-class experiences for their members. Healthie also offers a built-in marketplace of business and clinical integrations used by our organizations.

To learn more, visit www.gethealthie.com.

Healthie x Awell

With this extension, organizations are able to build clinical workflows in Awell’s low-code platform and easily integrate them into Healthie. By doing so, Healthie’s customers can automate routine clinical tasks, synchronize data between systems and drive seamless coordination between care team and patients.

By combining Healthie’s web and mobile platform with our clinical workflows, clinicians will be able to provide the right care, at the right time for the right patient.

Extension settings

In order to set up this extension, you will need to provide a Healthie API key and Api url. You can obtain an API key via the Healthie portal (Settings > Developer > API keys). You can obtain API url in the DOCUMENTATION in Environments section.

Please note that the extension automatically prefixes the API key with Basic so please provide your raw API key without Basic in front.

Send chat message action

Sends a chat message to a patient in name of the provided provider ID. Will create a new conversation if no active conversation between patient and provider exists or sends a message in an existing conversation if there is an active conversation between the two.

Create location

Creates a location. ID of the created location is stored as locationId data point.

Changelog

January 2024

  • Add "Check patient tag" action
  • Add "Check scheduled appointments" action

October 2023

  • Add "Update patient quick notes" action
  • Add "Create metric entry" action.

September 5, 2023

  • add Healthie gender to Sex in iso format mapper in getPatient

May 2023

  • New webhooks added: appliedTagCreated, appliedTagDeleted, appointmentDeleted, appointmentUpdated, formAnswerGroupCreated, formAnswerGroupDeleted, formAnswerGroupLocked, formAnswerGroupSigned, labOrderCreated, labOrderUpdated, messageCreated, messageDeleted, metricEntryCreated, metricEntryDeleted, metricEntryUpdated, patientUpdated, requestFormCompletionCreated, requestFormCompletionDeleted, requestFormCompletionUpdated, taskCreated, taskDeleted, taskUpdated

April 2023

  • Create task action: now also adds support for reminders.

Where this page comes from

The settings, actions, inputs, outputs and webhooks above are generated from the extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the platform actually does rather than a description of it.

Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.

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