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.
| Setting | Required | Notes |
|---|---|---|
| API key | Yes | Your Healthie API key. Stored as a secret. |
| API url | Yes | The environment specific API url. |
| Form answer max size (KB) | No | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The ID of the tag to add to the patient. |
| Patient ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | Yes | The id of the patient in Healthie. |
| Group ID | string | No | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Tag ID | string | No | The ID of the tag in Healthie. |
| Patient ID | string | No | The ID of the patient in Healthie. |
Returns:
| Data point | Type |
|---|---|
hasTag | boolean |
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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | No | The ID of the patient in Healthie. |
| Appointment type ID | string | Yes | The ID of the appointment type. |
Returns:
| Data point | Type |
|---|---|
isScheduled | boolean |
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.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The id of the conversation in Healthie. |
| Provider ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Task ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | Yes | The ID of the patient you want to create an appointment for. |
| Provider ID | string | No | The ID of the provider the appointment is with. If none provided, the user the API key is associated with will be used. |
| Contact type ID | string | Yes | How the appointment will be conducted. |
| Appointment type ID | string | Yes | The ID of the appointment type. |
| Appointment date and time | date | Yes | The date and time of the appointment in ISO8601 format. |
| Notes | text | No | Any notes you want to add to the appointment. |
| External video chat URL | string | No | When passed in, this video chat URL will be used instead of built-in Video Chat or Zoom. |
| Metadata | json | No | — |
Returns:
| Data point | Type |
|---|---|
appointmentId | string |
Create charting note
Create a charting note in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie Patient ID | string | Yes | The ID of the patient you would like to create a charting note for. |
| Form ID | string | Yes | The ID of the form you would like to create the charting note against. |
| Note content | html | Yes | The content of the charting note. |
| Mark as locked? | boolean | No | This field allows you to mark the content as locked. |
| Appointment ID | string | No | The 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:
- The form specified by the
form_idexists in Healthie. - The form specified by the
form_idis a charting form (click "Convert to charting form" in the form options). - 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie patient ID | string | Yes | The ID of the patient in Healthie |
| Name | string | Yes | The name of the goal |
| Title link | text | No | The link to add behind the goal |
| Repeat | string | No | The frequency of this goal. Possible values are: Daily, Weekly, Once. Defaults to "Once" |
| Due date | date | No | The date the goal should end and dissapear from the portal |
Returns:
| Data point | Type |
|---|---|
createdGoalId | string |
Create metric entry
Create a metric entry for a patient in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| User ID | string | Yes | The ID of the patient that this entry should be attached to |
| Category | string | Yes | Specifies what kind of metric we are storing |
| Metric stat | numeric | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| First name | string | Yes | The first name of the patient. |
| Last name | string | Yes | The last name of the patient. |
| Legal name | string | No | The patient's legal name which will be used in CMS 1500 Claims, Invoices, and Superbills. |
| Date of birth | date | No | Date of birth of the patient |
string | No | The email address of the patient. If email is NOT provided, we will still create the patient in Healthie but without the email. | |
| Phone number | string | No | The phone number of the patient. |
| Send invite email | boolean | No | Whether an invite email should be sent to the newly created patient. |
| Provider ID | string | No | This is the ID of the provider and defaults to the user the API key is associated with. Also known as the dietitian_id. |
| Record identifier | string | No | The record identifier of the patient |
| Additional record identifier | string | No | An additional record identifier of the patient |
Returns:
| Data point | Type |
|---|---|
healthiePatientId | string |
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.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie patient ID | string | No | The ID of the patient related to this task. |
| Assign to user | string | No | The 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. |
| Content | text | Yes | The content of the Task. |
| Due date | date | No | The due date of the task. |
| Is reminder enabled | boolean | No | Would you like to send reminders for this task? |
| Reminder interval type | string | No | At what interval would you like to send reminders? The options are "daily", "weekly", "once". |
| Reminder interval value (weekly) | string | No | When 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) | date | No | When the interval type is set to "daily" or "weekly", leave this field blank. For "once" interval, set or select a date. |
| Reminder time | numeric | No | Time to send the reminder. Expressed in the number of minutes from midnight. |
Returns:
| Data point | Type |
|---|---|
taskId | string |
Delete appointment
Delete an appointment in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Goal ID | string | Yes | The ID of the goal to delete |
Delete task
Delete a task in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Task ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Appointment ID | string | No | The identifier of the appointment you want to retrieve. |
Returns:
| Data point | Type |
|---|---|
appointmentStatus | string |
appointmentTypeId | string |
appointmentTypeName | string |
contactType | string |
date | date |
patientId | string |
Get form answers
Retrieve form answers from form answer group
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The ID of the form answer group to retrieve |
Returns:
| Data point | Type |
|---|---|
formAnswers | json |
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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | Yes | The ID of the patient in Healthie you would like to retrieve the metric for |
| Category | string | Yes | Specifies the metric you would like to retrieve |
Returns:
| Data point | Type |
|---|---|
createdAt | date |
metricId | string |
metricValue | number |
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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | No | The ID of the patient in Healthie you would like to retrieve. |
Returns:
| Data point | Type |
|---|---|
dob | date |
email | string |
firstName | string |
gender | string |
groupName | string |
isoSex | number |
lastName | string |
phoneNumber | telephone |
primaryProviderId | string |
Get set password link
Get the set password link for a patient
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie patient ID | string | Yes | The ID of the patient in Healthie to get the link for |
Returns:
| Data point | Type |
|---|---|
setPasswordLink | string |
Lock form answers
Lock form answers from form answer group to prevent further editing
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The 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
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie patient ID | string | Yes | The ID of the patient in Healthie |
| Healthie form ID | string | Yes | The ID of the form in Healthie |
| Lock form answer group | boolean | No | Locking the form will stop any further editing |
Returns:
| Data point | Type |
|---|---|
formAnswerGroupId | string |
Push form response to Healthie
Pushes an Awell form response to a Healthie form
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie patient ID | string | Yes | The ID of the patient in Healthie |
| Healthie form ID | string | Yes | The ID of the form in Healthie |
| Lock form answer group | boolean | No | Locking the form will stop any further editing |
Returns:
| Data point | Type |
|---|---|
formAnswerGroupId | string |
Remove tag from a patient
Remove a tag from a patient in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The ID of the tag to remove from the patient. |
| Patient ID | string | Yes | The 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie Patient ID | string | Yes | The ID of the patient in Healthie you would like to send a chat message to. |
| Provider ID | string | Yes | The ID of the provider, the chat message will be sent in name of this provider. |
| Message | html | Yes | The chat message you would like to send. |
Returns:
| Data point | Type |
|---|---|
conversationId | string |
Send form completion request
Send a form completion request to a patient in Healthie.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Healthie Patient ID | string | Yes | The ID of the patient that should receive the form completion request. |
| Form ID | string | Yes | The ID of the form you would like the patient to complete. |
| Is recurring | boolean | No | Set to true if the Form completion should be recurring. |
| Frequency | string | No | Required if "Is recurring" is set to true. Valid options are: Daily, Weekly, Monthly. |
| Period | string | No | AM or PM. |
| Hour | numeric | No | For instance, if you want to trigger the completion request at 1:05 PM, use "1". |
| Minute | numeric | No | For instance, if you want to trigger the completion request at 1:05 PM, use "5". |
| Weekday | string | No | Use the full weekday name, e.g. "Monday". |
| Monthday | string | No | Number of the day of month, e.g. "27th". |
| Ends on | date | No | Recurrence 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.
| Input | Type | Required | Description |
|---|---|---|---|
| ID | string | Yes | The id of the patient in Healthie. |
| First name | string | No | The first name of the patient. |
| Last name | string | No | The last name of the patient. |
| Legal name | string | No | The patient's legal name which will be used in CMS 1500 Claims, Invoices, and Superbills. |
string | No | The email address of the patient. | |
| Date of birth | date | No | Date of birth of the patient |
| Phone number | string | No | The phone number of the patient. |
| Provider ID | string | No | This 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 ID | string | No | The user group the patient belongs to. |
| Active | boolean | No | Whether the patient is still active. |
| Height | string | No | The height of the patient. |
| Gender | string | No | The gender of the patient. Either "Female", "Male", or "Other". |
| Gender identity | string | No | Should only be passed when gender is "Other" |
| Sex | string | No | The sex of the patient. Either "Female", "Male". |
| Resend welcome email | boolean | No | Whether to resend the welcome email to the patient |
| Record identifier | string | No | The record identifier of the patient |
| Additional record identifier | string | No | An 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.
| Input | Type | Required | Description |
|---|---|---|---|
| Patient ID | string | Yes | The ID of the patient in Healthie to update the quick note for |
| Quick note | html | No | — |
| Overwrite quick note? | boolean | No | If 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 point | Type |
|---|---|
createdAppliedTagId | string |
appliedTagDeleted
Payload:
| Data point | Type |
|---|---|
deletedAppliedTagId | string |
appointmentCreated
Payload:
| Data point | Type |
|---|---|
appointment | json |
appointmentId | string |
appointmentDeleted
Payload:
| Data point | Type |
|---|---|
deletedAppointmentId | string |
appointmentUpdated
Payload:
| Data point | Type |
|---|---|
appointment | json |
updatedAppointmentId | string |
formAnswerGroupCreated
Payload:
| Data point | Type |
|---|---|
createdFormAnswerGroup | json |
createdFormAnswerGroupId | string |
formAnswerGroupDeleted
Payload:
| Data point | Type |
|---|---|
deletedFormAnswerGroupId | string |
formAnswerGroupLocked
Payload:
| Data point | Type |
|---|---|
lockedFormAnswerGroup | json |
lockedFormAnswerGroupId | string |
formAnswerGroupSigned
Payload:
| Data point | Type |
|---|---|
signedFormAnswerGroup | json |
signedFormAnswerGroupId | string |
goalCreated
Payload:
| Data point | Type |
|---|---|
createdGoalId | number |
goalUpdated
Payload:
| Data point | Type |
|---|---|
updatedGoalId | string |
labOrderCreated
Payload:
| Data point | Type |
|---|---|
createdLabOrderId | string |
labOrderUpdated
Payload:
| Data point | Type |
|---|---|
updatedLabOrderId | string |
messageCreated
Payload:
| Data point | Type |
|---|---|
createdMessageId | string |
messageDeleted
Payload:
| Data point | Type |
|---|---|
deletedMessageId | string |
metricEntryCreated
Payload:
| Data point | Type |
|---|---|
createdMetricId | string |
metricEntryUpdated
Payload:
| Data point | Type |
|---|---|
updatedMetricId | string |
patientCreated
Payload:
| Data point | Type |
|---|---|
patientId | string |
patientUpdated
Payload:
| Data point | Type |
|---|---|
updatedPatientId | string |
requestFormCompletionCreated
Payload:
| Data point | Type |
|---|---|
createdFormCompletionId | string |
requestFormCompletionUpdated
Payload:
| Data point | Type |
|---|---|
updatedFormCompletionId | string |
taskCreated
Payload:
| Data point | Type |
|---|---|
createdTaskId | string |
taskUpdated
Payload:
| Data point | Type |
|---|---|
updatedTaskId | string |
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.