Patient Documents

API Version: This document applies to v3.0.0, also referred to as v20240412, of the API.

Our Patient Documents endpoints allow you to write any PDF file into a health record system.

The document center

In many of the health record systems we integrate with, practices store patient files in a central repository called the document center. This serves as a collection of files associated with a specific patient.

To add a new file to a patient’s document center, make a post request as shown here. You can customize what folder the document is written to by specifying a document type.

Below is a list of default folder locations where patient documents are stored for each integration.

  • athenahealth: The "Clinical Documents" section of the patient file
  • Cloud9: The "document center" section of a patient file.
  • Curve: "Forms & Letters" directory of the patient file
  • Denticon: No folders, uploaded as a document to the patient file
  • Dentrix: "Miscellaneous" folder in the Document Center
  • Dentrix Ascend: No folders, uploaded to Document Manager on the patient file
  • Dentrix Enterprise: “Miscellaneous” folder in the Document Center
  • Eaglesoft: "Patient Information" folder in Smart Docs
  • eClinicalWorks: "Healow Chat Documents" folder in patient documents
  • Open Dental: "Enlive User Forms" folder in Images
  • ModMed: "Attachments" section of the patient profile

Patient documents response

{
  "code": false,
  "description": "Description",
  "error": [
    "Error"
  ],
  "data": [
    {
      "id": 18,
      "filename": "patient_document.pdf",
      "type": "application/pdf",
      "url": "/documents/18/download",
      "created_at": "2020-06-05T20:16:57.007Z"
    }
  ],
  "count": 2
}