EncountersV4

Get all encounters

GET

Query parameters

limitintegerOptional
Maximum number of entities per page, defaults to 100.
claim_statusenumOptional
Indicates the current status of an insurance claim within the billing process.
sortenumOptional

Defaults to created_at:desc.

Allowed values: created_at:asccreated_at:descdate_of_service:ascdate_of_service:desc
page_tokenstringOptional
date_of_service_minstringOptional
Date formatted as YYYY-MM-DD; eg: 2019-08-25.
date_of_service_maxstringOptional
Date formatted as YYYY-MM-DD; eg: 2019-08-25.
primary_payer_namesstringOptional
Comma delimited string.
search_termstringOptional

Filter by any of the following fields: encounter_id, claim_id, patient external_id, patient date of birth, patient first name, patient last name, or encounter external id.

external_idstringOptional

Filter to an exact match on encounter external_id, if one exists.

diagnoses_updated_sincedatetimeOptional
ISO 8601 timestamp; ideally in UTC (although not required): 2019-08-24T14:15:22Z.
tag_idsstringOptional
Filter by name of tags on encounters.
work_queue_idstringOptional
billable_statusenumOptional

Defines if the Encounter is to be billed by Candid to the responsible_party. Examples for when this should be set to NOT_BILLABLE include if the Encounter has not occurred yet or if there is no intention of ever billing the responsible_party.

Allowed values: BILLABLENOT_BILLABLE
responsible_partyenumOptional

Defines the party to be billed with the initial balance owed on the claim. Use SELF_PAY if you intend to bill self pay/cash pay.

Allowed values: INSURANCE_PAYSELF_PAYUNKNOWN
owner_of_next_actionenumOptional
The party who is responsible for taking the next action on an Encounter, as defined by ownership of open Tasks.
Allowed values: CANDIDCUSTOMERCODERNONE
patient_external_idstringOptional
The patient ID from the external EMR platform for the patient

Response

This endpoint returns an object
items
list of objects
next_page_token
stringOptional
prev_page_token
stringOptional
GET
1curl -G https://api.joincandidhealth.com/api/encounters/v4 \
2 -H "Authorization: Bearer <token>" \
3 -d limit=100 \
4 -d claim_status=biller_received \
5 --data-urlencode sort=created_at:asc \
6 -d page_token=eyJ0b2tlbiI6IjEiLCJwYWdlX3Rva2VuIjoiMiJ9 \
7 -d date_of_service_min=2019-08-24 \
8 -d date_of_service_max=2019-08-25 \
9 --data-urlencode primary_payer_names=Medicare,Medicaid \
10 -d search_term=doe \
11 -d external_id=123456 \
12 --data-urlencode diagnoses_updated_since=2019-08-24T14:15:22Z
200Retrieved
1{
2 "items": [
3 {
4 "benefits_assigned_to_provider": true,
5 "billable_status": "BILLABLE",
6 "billing_provider": {
7 "address": {
8 "address1": "123 Main St",
9 "city": "New York",
10 "state": "NY",
11 "zip_code": "10001",
12 "zip_plus_four_code": "1234",
13 "address2": "Apt 1"
14 },
15 "npi": "1234567890",
16 "provider_id": "d5e9c84f-c2b2-4bf4-b4b0-7ffd7a9ffc32",
17 "first_name": "John",
18 "last_name": "Doe",
19 "organization_name": "Organization Name",
20 "tax_id": "123456789",
21 "taxonomy_code": "207Q00000X"
22 },
23 "claims": [
24 {
25 "claim_id": "DD9D7F82-37B5-449D-AA63-26925398335B",
26 "status": "biller_received",
27 "service_lines": [
28 {
29 "service_line_id": "CED00F23-6E68-4678-9DBC-F5AA2969A565",
30 "procedure_code": "99213",
31 "quantity": "1",
32 "units": "MJ",
33 "claim_id": "026A1FB8-748E-4859-A2D7-3EA9E07D25AE",
34 "date_of_service_range": {
35 "start_date": "2023-01-01",
36 "end_date": "2023-01-03"
37 },
38 "date_of_service": "2023-01-01",
39 "modifiers": [
40 "22"
41 ],
42 "charge_amount_cents": 10000,
43 "allowed_amount_cents": 8000,
44 "insurance_balance_cents": 0,
45 "patient_balance_cents": 2000,
46 "paid_amount_cents": 8000,
47 "patient_responsibility_cents": 2000,
48 "diagnosis_id_zero": "4AC84BCD-12F5-4F86-A57B-E06749127C98",
49 "diagnosis_id_one": "EEA5CA5A-8B43-45FD-8CBD-C6CC1103E759",
50 "diagnosis_id_two": "5C4AA029-2DB9-4202-916E-E93C708F65FF",
51 "diagnosis_id_three": "81795126-A3AC-443C-B47E-7259A16AB4A2",
52 "service_line_era_data": {
53 "service_line_adjustments": [
54 {
55 "created_at": "2023-01-01T00:00:00Z",
56 "adjustment_group_code": "CO",
57 "adjustment_reason_code": "CO",
58 "adjustment_amount_cents": 1000,
59 "adjustment_note": "test_note"
60 }
61 ],
62 "remittance_advice_remark_codes": [
63 "N362"
64 ]
65 },
66 "service_line_manual_adjustments": [
67 {
68 "created_at": "2023-01-01T00:00:00Z",
69 "adjustment_group_code": "CO",
70 "adjustment_reason_code": "CO",
71 "adjustment_amount_cents": 1000,
72 "adjustment_note": "test_note"
73 }
74 ],
75 "related_invoices": [
76 {
77 "id": "901BE2F1-41BC-456E-9987-4FE2F84F9D75",
78 "created_at": "2023-01-01T00:00:00Z",
79 "updated_at": "2023-01-01T00:00:00Z",
80 "organzation_id": "F13F73D4-4344-46EA-9D93-33BCFFBB9F36",
81 "source_id": "9B626577-8808-4F28-9ED1-F0DFF0D49BBC",
82 "source_customer_id": "624D1972-8C69-4C2F-AEFA-10856F734DB3",
83 "patient_external_id": "10FED4D6-4C5A-48DF-838A-EEF45A74788D",
84 "due_date": "2023-10-10",
85 "status": "draft",
86 "items": [
87 {
88 "service_line_id": "CED00F23-6E68-4678-9DBC-F5AA2969A565",
89 "amount_cents": 500
90 }
91 ],
92 "note": "test_note",
93 "url": "https://example.com",
94 "customer_invoice_url": "https://example.com"
95 }
96 ],
97 "denial_reason": {
98 "reason": "Authorization Required"
99 },
100 "place_of_service_code": "01",
101 "end_date_of_service": "2023-01-03"
102 }
103 ],
104 "eras": [
105 {
106 "check_date": "2023-10-12",
107 "check_number": "CHK12345",
108 "era_id": "4D844EF1-2253-43CD-A4F1-6DB7E65CB54B"
109 }
110 ],
111 "clearinghouse": "Change Healthcare",
112 "clearinghouse_claim_id": "5BA7C3AB-2BC2-496C-8B10-6CAC73D0729D",
113 "payer_claim_id": "9BB9F259-9756-4F16-8F53-9DBB9F7EB1BB"
114 }
115 ],
116 "clinical_notes": [
117 {
118 "category": "clinical",
119 "notes": [
120 "Patient complained of mild chest pain."
121 ],
122 "notes_structured": [
123 {
124 "text": "Mild chest pain since morning.",
125 "author_name": "John Doe",
126 "timestamp": "2023-01-01T00:00:00Z",
127 "author_npi": "1234567890"
128 }
129 ]
130 }
131 ],
132 "date_of_service": "2023-01-01",
133 "diagnoses": [
134 {
135 "code": "I10",
136 "code_type": "ABF",
137 "created_at": "2023-01-01T00:00:00Z",
138 "diagnosis_id": "5C770E00-4BBF-42AF-A73F-99C5E91FC0DB",
139 "encounter_id": "3F63985B-51A4-4DD4-9418-7D50B2520792",
140 "updated_at": "2023-01-01T00:00:00Z",
141 "name": "John Doe"
142 }
143 ],
144 "encounter_id": "B2506E84-4470-4CBA-8A68-6883367739E1",
145 "external_id": "5C21490F-A9C0-45F4-B5DB-136E3AEC617A",
146 "owner_of_next_action": "CANDID",
147 "patient": {
148 "address": {
149 "address1": "123 Main St",
150 "city": "New York",
151 "state": "NY",
152 "zip_code": "10001",
153 "address2": "Apt 1",
154 "zip_plus_four_code": "1234"
155 },
156 "date_of_birth": "2000-01-01",
157 "email_consent": true,
158 "external_id": "49460F77-6456-41F1-AC6D-0AED08614D39",
159 "first_name": "John",
160 "gender": "male",
161 "individual_id": "93DDBEBF-4956-4482-9A6C-21499B7E4E5D",
162 "last_name": "Doe",
163 "phone_consent": true,
164 "phone_numbers": [
165 {
166 "number": "1234567890",
167 "type": "Home"
168 }
169 ],
170 "email": "johndoe@joincandidhealth.com"
171 },
172 "patient_authorized_release": true,
173 "patient_histories": [
174 {
175 "category": "present_illness",
176 "questions": [
177 {
178 "id": "6E7FBCE4-A8EA-46D0-A8D8-FF83CA3BB176",
179 "text": "Do you have any allergies?",
180 "responses": [
181 {
182 "response": "No allergies",
183 "follow_ups": [
184 {
185 "id": "4F3D57F9-AC94-49D6-87E4-E804B709917A",
186 "text": "Do you have any allergies?",
187 "response": "No allergies"
188 }
189 ]
190 }
191 ]
192 }
193 ]
194 }
195 ],
196 "patient_payments": [
197 {
198 "patient_payment_id": "CF237BE1-E793-4BBF-8958-61D5179D1D0D",
199 "organization_id": "0788CA2A-B20D-4B8E-B8D4-07FA0B3B4907",
200 "source_internal_id": "D1A76039-D5C5-4323-A2FC-B7C8B6AEF6A4",
201 "source": "MANUAL_ENTRY",
202 "amount_cents": 2000,
203 "payment_timestamp": "2023-01-01T00:00:00Z",
204 "status": "PENDING",
205 "payment_name": "John Doe",
206 "payment_note": "test payment note",
207 "patient_external_id": "B7437260-D6B4-48CF-B9D7-753C09F34E76",
208 "encounter_external_id": "0F26B9C3-199F-4CBB-A166-B87EA7C631BB",
209 "service_line_id": "B557DC86-C629-478C-850A-02D45AC11783"
210 }
211 ],
212 "provider_accepts_assignment": true,
213 "rendering_provider": {
214 "address": {
215 "address1": "123 Main St",
216 "city": "New York",
217 "state": "NY",
218 "zip_code": "10001",
219 "zip_plus_four_code": "1234",
220 "address2": "Apt 1"
221 },
222 "npi": "1234567890",
223 "provider_id": "d5e9c84f-c2b2-4bf4-b4b0-7ffd7a9ffc32",
224 "first_name": "John",
225 "last_name": "Doe",
226 "organization_name": "Organization Name",
227 "tax_id": "123456789",
228 "taxonomy_code": "207Q00000X"
229 },
230 "responsible_party": "INSURANCE_PAY",
231 "service_facility": {
232 "service_facility_id": "2861487B-232C-4DED-A874-616A5DB0688F",
233 "organization_name": "Test Organization",
234 "address": {
235 "address1": "123 Main St",
236 "city": "New York",
237 "state": "NY",
238 "zip_code": "10001",
239 "zip_plus_four_code": "1234",
240 "address2": "Apt 1"
241 }
242 },
243 "submission_origin": "CANDID",
244 "tags": [
245 {
246 "color": "black",
247 "creator_id": "00EB5A46-35C6-441B-9751-AF307AEF5888",
248 "description": "to indicate claims where a void claim has been submitted",
249 "tag_id": "void-claim-submitted"
250 }
251 ],
252 "url": "https://example.com",
253 "admission_date": "2023-01-01",
254 "appointment_type": "Routine Checkup",
255 "billing_notes": [
256 {
257 "billing_note_id": "99882EEA-936F-4E71-BC4F-520E4D14E3E2",
258 "created_at": "2023-01-01T00:00:00Z",
259 "encounter_id": "8BCFB6A8-2876-4111-9E3F-602B541FCF62",
260 "text": "Patient was billed for an MRI.",
261 "author_auth0_id": "F0DE3BF9-F9A1-4FA7-BF6B-28C0B46BADD8",
262 "author_name": "John Doe"
263 }
264 ],
265 "coding_attribution": "CANDID",
266 "discharge_date": "2023-01-05",
267 "end_date_of_service": "2023-01-05",
268 "existing_medications": [
269 {
270 "name": "Lisinopril",
271 "rx_cui": "860975",
272 "dosage": "10mg",
273 "dosage_form": "Tablet",
274 "frequency": "Once Daily",
275 "as_needed": true
276 }
277 ],
278 "guarantor": {
279 "email_consent": true,
280 "external_id": "49460F77-6456-41F1-AC6D-0AED08614D39",
281 "first_name": "John",
282 "guarantor_id": "8BBDBE63-58D3-4D40-98C9-40403C050977",
283 "last_name": "Doe",
284 "phone_consent": true,
285 "phone_numbers": [
286 {
287 "number": "1234567890",
288 "type": "Home"
289 }
290 ],
291 "address": {
292 "address1": "123 Main St",
293 "city": "New York",
294 "state": "NY",
295 "zip_code": "10001",
296 "address2": "Apt 1",
297 "zip_plus_four_code": "1234"
298 },
299 "date_of_birth": "2000-01-01",
300 "email": "johndoe@joincandidhealth.com"
301 },
302 "interventions": [
303 {
304 "name": "Physical Therapy Session",
305 "category": "lifestyle",
306 "description": "A session focused on improving muscular strength, flexibility, and range of motion post-injury.",
307 "medication": {
308 "name": "Lisinopril",
309 "rx_cui": "860975",
310 "dosage": "10mg",
311 "dosage_form": "Tablet",
312 "frequency": "Once Daily",
313 "as_needed": true
314 },
315 "labs": [
316 {
317 "name": "Genetic Health Labs",
318 "code": "GH12345",
319 "code_type": "quest"
320 }
321 ]
322 }
323 ],
324 "onset_of_current_illness_or_symptom_date": "2023-01-01",
325 "pay_to_address": {
326 "address1": "123 Main St",
327 "city": "New York",
328 "state": "NY",
329 "zip_code": "10001",
330 "zip_plus_four_code": "1234",
331 "address2": "Apt 1"
332 },
333 "place_of_service_code": "01",
334 "place_of_service_code_as_submitted": "01",
335 "prior_authorization_number": "PA1234567",
336 "referring_provider": {
337 "address": {
338 "address1": "123 Main St",
339 "city": "New York",
340 "state": "NY",
341 "zip_code": "10001",
342 "zip_plus_four_code": "1234",
343 "address2": "Apt 1"
344 },
345 "npi": "1234567890",
346 "provider_id": "d5e9c84f-c2b2-4bf4-b4b0-7ffd7a9ffc32",
347 "first_name": "John",
348 "last_name": "Doe",
349 "organization_name": "Organization Name",
350 "tax_id": "123456789",
351 "taxonomy_code": "207Q00000X"
352 },
353 "service_authorization_exception_code": "1",
354 "subscriber_primary": {
355 "first_name": "John",
356 "gender": "male",
357 "individual_id": "797348A9-E7E8-4E59-8628-95390D079C0B",
358 "insurance_card": {
359 "insurance_card_id": "CA5B7711-4419-4161-9B7C-3494AC40C8D4",
360 "member_id": "E85313B4-0FFC-4119-8042-8161A4ECFF0A",
361 "payer_id": "836DDAA6-863F-4020-ACCA-205A689F0002",
362 "payer_name": "John Doe",
363 "group_number": "ABC12345",
364 "image_url_back": "https://s3.amazonaws.com/back.jpg",
365 "image_url_front": "https://s3.amazonaws.com/front.jpg",
366 "insurance_type": "12",
367 "plan_name": "Silver PPO Plan",
368 "plan_type": "09",
369 "rx_bin": "610014",
370 "rx_pcn": "MEDDPRIME"
371 },
372 "last_name": "Doe",
373 "patient_relationship_to_subscriber_code": "01",
374 "address": {
375 "address1": "123 Main St",
376 "city": "New York",
377 "state": "NY",
378 "zip_code": "10001",
379 "address2": "Apt 1",
380 "zip_plus_four_code": "1234"
381 },
382 "date_of_birth": "2000-01-01"
383 },
384 "subscriber_secondary": {
385 "first_name": "John",
386 "gender": "male",
387 "individual_id": "797348A9-E7E8-4E59-8628-95390D079C0B",
388 "insurance_card": {
389 "insurance_card_id": "CA5B7711-4419-4161-9B7C-3494AC40C8D4",
390 "member_id": "E85313B4-0FFC-4119-8042-8161A4ECFF0A",
391 "payer_id": "836DDAA6-863F-4020-ACCA-205A689F0002",
392 "payer_name": "John Doe",
393 "group_number": "ABC12345",
394 "image_url_back": "https://s3.amazonaws.com/back.jpg",
395 "image_url_front": "https://s3.amazonaws.com/front.jpg",
396 "insurance_type": "12",
397 "plan_name": "Silver PPO Plan",
398 "plan_type": "09",
399 "rx_bin": "610014",
400 "rx_pcn": "MEDDPRIME"
401 },
402 "last_name": "Doe",
403 "patient_relationship_to_subscriber_code": "01",
404 "address": {
405 "address1": "123 Main St",
406 "city": "New York",
407 "state": "NY",
408 "zip_code": "10001",
409 "address2": "Apt 1",
410 "zip_plus_four_code": "1234"
411 },
412 "date_of_birth": "2000-01-01"
413 },
414 "synchronicity": "Synchronous",
415 "vitals": {
416 "height_in": 70,
417 "weight_lbs": 165,
418 "blood_pressure_systolic_mmhg": 115,
419 "blood_pressure_diastolic_mmhg": 85,
420 "body_temperature_f": 98
421 },
422 "work_queue_id": "000856FE-1024-418F-BF96-2E7347AB4520",
423 "work_queue_membership_activated_at": "2023-01-01T00:00:00Z"
424 }
425 ]
426}