{
  "appointment_id":  "12342",
  "client_email":  "john.smith@example.com",
  "client_id":  42,
  "client_name":  "John Smith",
  "consent_forms":  [
    {
      "document_type":  "HIPAA",
      "id":  "12342",
      "name":  "HIPAA Consent",
      "signed":  true,
      "submitted_at":  "2024-01-23T10:30:00Z"
    }
  ],
  "created_at":  "2024-01-23T10:00:00Z",
  "external_client_id":  "a7699305-7142-4599-a661-717b6bcd3305",
  "id":  "12342",
  "practitioner":  "acbdefg",
  "practitioner_name":  "Dr. Marie Curie",
  "questionnaire_name":  "Initial Intake Form",
  "questions":  [
    {
      "answer":  "Back pain",
      "attachments":  [
        {
          "content_type":  "application/pdf",
          "file_name":  "medical_report.pdf",
          "id":  "12342",
          "url":  "https://example.com/attachment.pdf"
        }
      ],
      "client_profile_field_id":  "primary_concern",
      "column_names":  [
        "Symptom",
        "Severity"
      ],
      "id":  "12342",
      "office_note":  "Patient reported severe pain",
      "office_use":  false,
      "question_type":  "text",
      "rows":  [
        {
          "answers":  [
            "Back pain",
            "Severe"
          ],
          "text":  "Back pain"
        }
      ],
      "text":  "What is your primary concern?"
    }
  ],
  "status":  "Submitted",
  "submitted_at":  "2024-01-23T10:30:00Z"
}
{
  "appointment_id":  "ID of the associated appointment",
  "client_email":  "Email address of the client",
  "client_id":  "IntakeQ's unique identifier for the client",
  "client_name":  "Full name of the client",
  "consent_forms":  {
    "document_type":  "Type of the consent document",
    "id":  "Unique identifier for the consent form",
    "name":  "Name of the consent form",
    "signed":  "Whether the consent form has been signed",
    "submitted_at":  "Time the consent form was submitted"
  },
  "created_at":  "Time the intake form was created",
  "external_client_id":  "External system client ID",
  "id":  "Unique identifier for the intake form",
  "practitioner":  "ID of the practitioner",
  "practitioner_name":  "Name of the practitioner",
  "questionnaire_name":  "Name of the questionnaire",
  "questions":  {
    "answer":  "Answer to the question",
    "attachments":  {
      "content_type":  "Content type of the attachment",
      "file_name":  "Name of the attached file",
      "id":  "Unique identifier for the attachment",
      "url":  "URL of the attachment"
    },
    "client_profile_field_id":  "ID of the client profile field this question maps to",
    "column_names":  "Column names for table/grid questions",
    "id":  "Unique identifier for the question",
    "office_note":  "Office note for the question",
    "office_use":  "Whether the question is for office use only",
    "question_type":  "Type of the question",
    "rows":  {
      "answers":  "Answers for each column in the row",
      "text":  "Text for the row"
    },
    "text":  "Text of the question"
  },
  "status":  "Status of the intake form",
  "submitted_at":  "Time the intake form was submitted"
}

Events

Triggering Webhook Types

The following event types are associated with the Intake Form event payload from Intakeq.

  • Intakeq Intake Form Submitted
{
  "appointment_id":  "12342",
  "client_email":  "john.smith@example.com",
  "client_id":  42,
  "client_name":  "John Smith",
  "consent_forms":  [
    {
      "document_type":  "HIPAA",
      "id":  "12342",
      "name":  "HIPAA Consent",
      "signed":  true,
      "submitted_at":  "2024-01-23T10:30:00Z"
    }
  ],
  "created_at":  "2024-01-23T10:00:00Z",
  "external_client_id":  "a7699305-7142-4599-a661-717b6bcd3305",
  "id":  "12342",
  "practitioner":  "acbdefg",
  "practitioner_name":  "Dr. Marie Curie",
  "questionnaire_name":  "Initial Intake Form",
  "questions":  [
    {
      "answer":  "Back pain",
      "attachments":  [
        {
          "content_type":  "application/pdf",
          "file_name":  "medical_report.pdf",
          "id":  "12342",
          "url":  "https://example.com/attachment.pdf"
        }
      ],
      "client_profile_field_id":  "primary_concern",
      "column_names":  [
        "Symptom",
        "Severity"
      ],
      "id":  "12342",
      "office_note":  "Patient reported severe pain",
      "office_use":  false,
      "question_type":  "text",
      "rows":  [
        {
          "answers":  [
            "Back pain",
            "Severe"
          ],
          "text":  "Back pain"
        }
      ],
      "text":  "What is your primary concern?"
    }
  ],
  "status":  "Submitted",
  "submitted_at":  "2024-01-23T10:30:00Z"
}
{
  "appointment_id":  "ID of the associated appointment",
  "client_email":  "Email address of the client",
  "client_id":  "IntakeQ's unique identifier for the client",
  "client_name":  "Full name of the client",
  "consent_forms":  {
    "document_type":  "Type of the consent document",
    "id":  "Unique identifier for the consent form",
    "name":  "Name of the consent form",
    "signed":  "Whether the consent form has been signed",
    "submitted_at":  "Time the consent form was submitted"
  },
  "created_at":  "Time the intake form was created",
  "external_client_id":  "External system client ID",
  "id":  "Unique identifier for the intake form",
  "practitioner":  "ID of the practitioner",
  "practitioner_name":  "Name of the practitioner",
  "questionnaire_name":  "Name of the questionnaire",
  "questions":  {
    "answer":  "Answer to the question",
    "attachments":  {
      "content_type":  "Content type of the attachment",
      "file_name":  "Name of the attached file",
      "id":  "Unique identifier for the attachment",
      "url":  "URL of the attachment"
    },
    "client_profile_field_id":  "ID of the client profile field this question maps to",
    "column_names":  "Column names for table/grid questions",
    "id":  "Unique identifier for the question",
    "office_note":  "Office note for the question",
    "office_use":  "Whether the question is for office use only",
    "question_type":  "Type of the question",
    "rows":  {
      "answers":  "Answers for each column in the row",
      "text":  "Text for the row"
    },
    "text":  "Text of the question"
  },
  "status":  "Status of the intake form",
  "submitted_at":  "Time the intake form was submitted"
}

Payload Field Details

Intake Form
Event Payload
id
string
required

Unique identifier for the intake form

CEL
id
Example
"12342"
client_name
string

PII Full name of the client

CEL
client_name
Example
"John Smith"
client_email
string

PII Email address of the client

CEL
client_email
Example
"john.smith@example.com"
client_id
int64
required

ID IntakeQ’s unique identifier for the client

CEL
client_id
Example
42
status
string
required

Status of the intake form

CEL
status
Example
"Submitted"
created_at
timing.v1.Timestamp
required

Time the intake form was created

CEL
created_at
Example
"2024-01-23T10:00:00Z"
submitted_at
timing.v1.Timestamp
required

Time the intake form was submitted

CEL
submitted_at
Example
"2024-01-23T10:30:00Z"
questionnaire_name
string
required

Name of the questionnaire

CEL
questionnaire_name
Example
"Initial Intake Form"
practitioner
string

ID of the practitioner

CEL
practitioner
Example
"acbdefg"
practitioner_name
string

Name of the practitioner

CEL
practitioner_name
Example
"Dr. Marie Curie"
questions
object
required

HI Questions and answers in the intake form

CEL
questions
Example
[
{
"answer":  "Back pain",
"attachments":  [
{
  "content_type":  "application/pdf",
  "file_name":  "medical_report.pdf",
  "id":  "12342",
  "url":  "https://example.com/attachment.pdf"
}
],
"client_profile_field_id":  "primary_concern",
"column_names":  [
"Symptom",
"Severity"
],
"id":  "12342",
"office_note":  "Patient reported severe pain",
"office_use":  false,
"question_type":  "text",
"rows":  [
{
  "answers":  [
    "Back pain",
    "Severe"
  ],
  "text":  "Back pain"
}
],
"text":  "What is your primary concern?"
}
]
questions.map(x, x.id)
[]string
required

Mapped array of: Unique identifier for the question

CEL
questions.map(x, x.id)
Example
[
"12342"
]
questions.map(x, x.text)
[]string
required

Mapped array of: Text of the question

CEL
questions.map(x, x.text)
Example
[
"What is your primary concern?"
]
questions.map(x, x.answer)
[]string
required

HI Mapped array of: Answer to the question

CEL
questions.map(x, x.answer)
Example
[
"Back pain"
]
questions.map(x, x.question_type)
[]string
required

Mapped array of: Type of the question

CEL
questions.map(x, x.question_type)
Example
[
"text"
]
questions.map(x, x.rows)
[]bool
required

HI Mapped array of: Rows for table/grid questions

CEL
questions.map(x, x.rows)
Example
[
[
{
"answers":  [
  "Back pain",
  "Severe"
],
"text":  "Back pain"
}
]
]
questions.map(x, x.rows)
[]bool
required

HI Mapped array of: Rows for table/grid questions

CEL
questions.map(x, x.rows)
Example
[
[
{
"answers":  [
  "Back pain",
  "Severe"
],
"text":  "Back pain"
}
]
]
questions.map(x, x.rows)
[]bool
required

HI Mapped array of: Rows for table/grid questions

CEL
questions.map(x, x.rows)
Example
[
[
{
"answers":  [
  "Back pain",
  "Severe"
],
"text":  "Back pain"
}
]
]
questions.map(x, x.column_names)
[]bool
required

Mapped array of: Column names for table/grid questions

CEL
questions.map(x, x.column_names)
Example
[
[
"Symptom",
"Severity"
]
]
questions.map(x, x.office_use)
[]bool
required

Mapped array of: Whether the question is for office use only

CEL
questions.map(x, x.office_use)
Example
[
false
]
questions.map(x, x.office_note)
[]string
required

Mapped array of: Office note for the question

CEL
questions.map(x, x.office_note)
Example
[
"Patient reported severe pain"
]
questions.map(x, x.client_profile_field_id)
[]string
required

Mapped array of: ID of the client profile field this question maps to

CEL
questions.map(x, x.client_profile_field_id)
Example
[
"primary_concern"
]
questions.map(x, x.attachments)
[]bool
required

HI Mapped array of: Attachments associated with the question

CEL
questions.map(x, x.attachments)
Example
[
[
{
"content_type":  "application/pdf",
"file_name":  "medical_report.pdf",
"id":  "12342",
"url":  "https://example.com/attachment.pdf"
}
]
]
questions.map(x, x.attachments)
[]bool
required

HI Mapped array of: Attachments associated with the question

CEL
questions.map(x, x.attachments)
Example
[
[
{
"content_type":  "application/pdf",
"file_name":  "medical_report.pdf",
"id":  "12342",
"url":  "https://example.com/attachment.pdf"
}
]
]
questions.map(x, x.attachments)
[]bool
required

HI Mapped array of: Attachments associated with the question

CEL
questions.map(x, x.attachments)
Example
[
[
{
"content_type":  "application/pdf",
"file_name":  "medical_report.pdf",
"id":  "12342",
"url":  "https://example.com/attachment.pdf"
}
]
]
questions.map(x, x.attachments)
[]bool
required

HI Mapped array of: Attachments associated with the question

CEL
questions.map(x, x.attachments)
Example
[
[
{
"content_type":  "application/pdf",
"file_name":  "medical_report.pdf",
"id":  "12342",
"url":  "https://example.com/attachment.pdf"
}
]
]
questions.map(x, x.attachments)
[]bool
required

HI Mapped array of: Attachments associated with the question

CEL
questions.map(x, x.attachments)
Example
[
[
{
"content_type":  "application/pdf",
"file_name":  "medical_report.pdf",
"id":  "12342",
"url":  "https://example.com/attachment.pdf"
}
]
]
appointment_id
string

ID of the associated appointment

CEL
appointment_id
Example
"12342"
external_client_id
string

ID External system client ID

CEL
external_client_id
Example
"a7699305-7142-4599-a661-717b6bcd3305"

HI Consent forms associated with the intake form

CEL
consent_forms
Example
[
{
"document_type":  "HIPAA",
"id":  "12342",
"name":  "HIPAA Consent",
"signed":  true,
"submitted_at":  "2024-01-23T10:30:00Z"
}
]

Mapped array of: Unique identifier for the consent form

CEL
consent_forms.map(x, x.id)
Example
[
"12342"
]

Mapped array of: Name of the consent form

CEL
consent_forms.map(x, x.name)
Example
[
"HIPAA Consent"
]

Mapped array of: Type of the consent document

CEL
consent_forms.map(x, x.document_type)
Example
[
"HIPAA"
]

Mapped array of: Whether the consent form has been signed

CEL
consent_forms.map(x, x.signed)
Example
[
true
]

Mapped array of: Time the consent form was submitted

CEL
consent_forms.map(x, x.submitted_at)
Example
[
"2024-01-23T10:30:00Z"
]