March 2025 Updates

API endpoints

• The new get document types endpoint returns a list of document categories used in a practice’s health record system. These categories help practices organize and classify documents.
• Post patient documents now has a document_type_id parameter. Specifying the type helps ensure documents are classified correctly and easily retrievable.

v20240412 specific updates

• Insurance accounts receivables has been updated to insurance balances.
• Guarantor accounts receivable has been updated to guarantor balances.
• The get patients response payload has been updated:
  • The "data" key now contains an array of patient objects, replacing the previous nested map structure.
  • The response body no longer returns the patient balance or location id fields.

Documentation

• Use our new Get started with payments guide to start building valuable financial applications!