Events
- Active Campaign
- Acuity
- Axle Health
- Butterfly Labs
- Calendly
- Customer.io
- Elation
- Feathery
- Formsort
- Healthie
- Hubspot
- IntakeQ
- Junction
- Morf
- Segment
Actions
- Active Campaign
- Customer.io
- Facebook
- Freshdesk
- Google
- Healthie
- v1
- Append To Patient Quick Notes
- Complete Task
- Create Allergy Sensitivity
- Create Appointment
- Create Billing Item
- Create Conversation
- Create Document
- Create Family History
- Create Invoice
- Create Metric Entry
- Create Or Update Form Answer Group
- Create Or Update Insurance Policy
- Create Or Update Notification Contact
- Create Or Update Patient
- Create Or Update Patient Location
- Create Or Update Referring Provider
- Create Patient Stripe Credit Card
- Create Patient Stripe Credit Card V2
- Create Referral
- Create Requested Form Completion
- Create Task
- Get Appointment
- Get Onboarding Flow
- Get User
- List Appointments For Patient
- List Insurance Plans
- List Requested Form Completion
- Lock Form Answer Group
- Search Metric Entries
- Search Users
- Send Form Request Reminder
- Update Appointment
- Update Client Source
- Update Metric Entry
- Update Patient
- Update Patient Weight
- Update Tags
- v2
- Hubspot
- IntakeQ
- Intercom
- Mixpanel
- Morf
- Nextdoor
- Open Phone
- Segment
- Slack
- Spruce
- Stedi
- Stripe
- Tiktok
- Twilio
Create Or Update Insurance Policy
Documentation for the Create Or Update Insurance Policy action for Healthie
{
"$result_object_key": {
"benefits": [
{
"coinsurance": "15",
"copay": "50",
"deductible_calendar_year": "2000",
"deductible_year_to_date": "1500"
}
],
"effective_end": "2024-07-04",
"group_num": "331256",
"id": "202402",
"insurance_card_back_id": "123452",
"insurance_card_front_id": "123451",
"insurance_plan": {
"id": "611231",
"name_and_id": "Blue Cross Blue Shield - 629913",
"payer_id": "629913",
"payer_name": "Blue Cross Blue Shield"
},
"insurance_type": "Medicaid",
"notes": "Policy is active",
"num": "1912310",
"patient_id": "100121",
"priority_type": "Primary",
"updated_at": "2024-07-01T11:29:19+00:00"
}
}
{
"$result_object_key": {
"benefits": {
"coinsurance": "Coinsurance percentage due",
"copay": "Copay amount due",
"deductible_calendar_year": "Deductible amount for the calendar year",
"deductible_year_to_date": "Deductible amount for the year to-date"
},
"effective_end": "Date the policy coverage expires",
"group_num": "Group number",
"id": "ID for the policy",
"insurance_card_back_id": "ID of the insurance card back image object",
"insurance_card_front_id": "ID of the insurance card front image object",
"insurance_plan": {
"id": "ID of the insurance plan",
"name_and_id": "Name of the payer and id of payer",
"payer_id": "ID of the insurance payer",
"payer_name": "Name of the insurance payer"
},
"insurance_type": "The type of insurance: `type_string`",
"notes": "Notes about the policy",
"num": "Policy number",
"patient_id": "ID of the patient associated with the policy",
"priority_type": "The priority type of insurance: `priority_type`",
"updated_at": "Last time the Policy was updated"
}
}
Parameters
ID
This field maps to the destination API client_id, overrides profile ID if specified
field.
This field maps to the destination API 0..n policies array index (default 0)
field.
ID
PII
This field maps to the destination API num
field.
This field maps to the destination API insurance_plan_id
field.
PII
This field maps to the destination API holder_first
field.
PII
This field maps to the destination API holder_last
field.
PII
This field maps to the destination API holder_relationship
field.
PII
This field maps to the destination API holder_dob
field.
This field maps to the destination API holder_gender
field.
This field maps to the destination API group_id
field.
This field maps to the destination API insurance_card_front_id
field.
This field maps to the destination API insurance_card_back_id
field.
This field maps to the destination API type_string
field.
This field maps to the destination API priority_type
field.
{
"$result_object_key": {
"benefits": [
{
"coinsurance": "15",
"copay": "50",
"deductible_calendar_year": "2000",
"deductible_year_to_date": "1500"
}
],
"effective_end": "2024-07-04",
"group_num": "331256",
"id": "202402",
"insurance_card_back_id": "123452",
"insurance_card_front_id": "123451",
"insurance_plan": {
"id": "611231",
"name_and_id": "Blue Cross Blue Shield - 629913",
"payer_id": "629913",
"payer_name": "Blue Cross Blue Shield"
},
"insurance_type": "Medicaid",
"notes": "Policy is active",
"num": "1912310",
"patient_id": "100121",
"priority_type": "Primary",
"updated_at": "2024-07-01T11:29:19+00:00"
}
}
{
"$result_object_key": {
"benefits": {
"coinsurance": "Coinsurance percentage due",
"copay": "Copay amount due",
"deductible_calendar_year": "Deductible amount for the calendar year",
"deductible_year_to_date": "Deductible amount for the year to-date"
},
"effective_end": "Date the policy coverage expires",
"group_num": "Group number",
"id": "ID for the policy",
"insurance_card_back_id": "ID of the insurance card back image object",
"insurance_card_front_id": "ID of the insurance card front image object",
"insurance_plan": {
"id": "ID of the insurance plan",
"name_and_id": "Name of the payer and id of payer",
"payer_id": "ID of the insurance payer",
"payer_name": "Name of the insurance payer"
},
"insurance_type": "The type of insurance: `type_string`",
"notes": "Notes about the policy",
"num": "Policy number",
"patient_id": "ID of the patient associated with the policy",
"priority_type": "The priority type of insurance: `priority_type`",
"updated_at": "Last time the Policy was updated"
}
}
Result Object Field Details
You can use the result of the action’s data as inputs to downstream workflow actions.
Each fetch action requires a result object key to be specified which will nest the action’s result data inside the downstream data context in the Workflow.
Here we demonstrate how to refer to this data using the prefix $result_object_key
.
Insurance plan details
$result_object_key.insurance_plan
{
"id": "611231",
"name_and_id": "Blue Cross Blue Shield - 629913",
"payer_id": "629913",
"payer_name": "Blue Cross Blue Shield"
}
ID of the insurance payer
$result_object_key.insurance_plan.payer_id
"629913"
Name of the insurance payer
$result_object_key.insurance_plan.payer_name
"Blue Cross Blue Shield"
ID of the insurance plan
$result_object_key.insurance_plan.id
"611231"
Name of the payer and id of payer
$result_object_key.insurance_plan.name_and_id
"Blue Cross Blue Shield - 629913"
PII
Policy number
$result_object_key.num
"1912310"
Group number
$result_object_key.group_num
"331256"
Notes about the policy
$result_object_key.notes
"Policy is active"
Date the policy coverage expires
$result_object_key.effective_end
"2024-07-04"
ID for the policy
$result_object_key.id
"202402"
ID
PII
ID of the patient associated with the policy
$result_object_key.patient_id
"100121"
HI
ID
PII
ID of the insurance card front image object
$result_object_key.insurance_card_front_id
"123451"
HI
ID
PII
ID of the insurance card back image object
$result_object_key.insurance_card_back_id
"123452"
Last time the Policy was updated
$result_object_key.updated_at
"2024-07-01T11:29:19+00:00"
The type of insurance: type_string
$result_object_key.insurance_type
"Medicaid"
The priority type of insurance: priority_type
$result_object_key.priority_type
"Primary"
Insurance plan details
$result_object_key.benefits
[
{
"coinsurance": "15",
"copay": "50",
"deductible_calendar_year": "2000",
"deductible_year_to_date": "1500"
}
]
Mapped array of: Coinsurance percentage due
$result_object_key.benefits.map(x, x.coinsurance)
[
"15"
]
Mapped array of: Copay amount due
$result_object_key.benefits.map(x, x.copay)
[
"50"
]
Mapped array of: Deductible amount for the calendar year
$result_object_key.benefits.map(x, x.deductible_calendar_year)
[
"2000"
]
Mapped array of: Deductible amount for the year to-date
$result_object_key.benefits.map(x, x.deductible_year_to_date)
[
"1500"
]
{
"$result_object_key": {
"benefits": [
{
"coinsurance": "15",
"copay": "50",
"deductible_calendar_year": "2000",
"deductible_year_to_date": "1500"
}
],
"effective_end": "2024-07-04",
"group_num": "331256",
"id": "202402",
"insurance_card_back_id": "123452",
"insurance_card_front_id": "123451",
"insurance_plan": {
"id": "611231",
"name_and_id": "Blue Cross Blue Shield - 629913",
"payer_id": "629913",
"payer_name": "Blue Cross Blue Shield"
},
"insurance_type": "Medicaid",
"notes": "Policy is active",
"num": "1912310",
"patient_id": "100121",
"priority_type": "Primary",
"updated_at": "2024-07-01T11:29:19+00:00"
}
}
{
"$result_object_key": {
"benefits": {
"coinsurance": "Coinsurance percentage due",
"copay": "Copay amount due",
"deductible_calendar_year": "Deductible amount for the calendar year",
"deductible_year_to_date": "Deductible amount for the year to-date"
},
"effective_end": "Date the policy coverage expires",
"group_num": "Group number",
"id": "ID for the policy",
"insurance_card_back_id": "ID of the insurance card back image object",
"insurance_card_front_id": "ID of the insurance card front image object",
"insurance_plan": {
"id": "ID of the insurance plan",
"name_and_id": "Name of the payer and id of payer",
"payer_id": "ID of the insurance payer",
"payer_name": "Name of the insurance payer"
},
"insurance_type": "The type of insurance: `type_string`",
"notes": "Notes about the policy",
"num": "Policy number",
"patient_id": "ID of the patient associated with the policy",
"priority_type": "The priority type of insurance: `priority_type`",
"updated_at": "Last time the Policy was updated"
}
}