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