Genie Solutions integration

Creates a new appointment for a specific patient with a practitioner at a designated site and time.

Fetches the full details of an appointment including participants, type, and extensions from Genie Solutions.

Fetches the details of appointment types configured for the given tenant from Genie Solutions.

Fetches a paginated list of appointments from Genie Solutions. Allows filtering by date range, practitioner, and supports including related entities like patients and referrals.

Cancels a specific appointment in Genie Solutions by its ID and provides a cancellation reason.

Creates a new patient profile in Genie Solutions with detailed demographic, contact, and identification information.

Updates specific fields of an existing patient profile in Genie Solutions. Since this is a partial update, you only need to provide the fields you wish to change.

Searches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.

Fetches the full details of a patient including contact information, identifiers, and demographic details from Genie Solutions.

Fetches the list of individual or business account holders linked to a specific patient's profile from Genie Solutions.

Links a patient or contact as an account holder for a patient in Genie Solutions, or updates their primary status. The holder ID can be the UUID of either an existing patient or an individual account holder contact.

Uploads a base64 encoded file to a specific patient profile in Genie Solutions. Supports categorizing the document and associating it with a practitioner.

Fetches the metadata and processing status of a document attached to a specific patient's profile in Genie Solutions.

Fetches the details of practitioners configured for the given tenant from Genie Solutions. Useful for finding practitioner IDs for appointments or attachments.

Fetches the full details of a practitioner including contact information, addresses, and identifiers from Genie Solutions.

Fetches the sites (locations or clinics) associated with a given practitioner in Genie Solutions.

Fetches procedures from Genie Solutions. Allows filtering by dates, patient, practitioner, scheduling status, and supports including related entities.

Fetches the full details of a procedure including category, performers, body site, and extensions from Genie Solutions.

Fetches referral records from Genie Solutions. You can optionally filter the referrals by a specific patient.

Fetches the details of users configured for the given tenant from Genie Solutions.

Creates a new contact profile in Genie Solutions. This can be used for practitioners, individual contacts, or business entities.

Searches the address book in Genie Solutions. At least one substantive filter (like First Name, Last Name, or Email) must be provided alongside the required Contact Type.

Fetches a list of configured schedules and availabilities for the practice from Genie Solutions. Supports filtering by date ranges, specific practitioners, and appointment types.

Fetches the available letter templates configured for the given tenant in Genie Solutions.