Actions7
- Appointment Actions
- Booking Actions
- Invoice Actions
- Patient Actions
Patient → Create
AI-generatedSummary
Creates a new patient record in HearLink using a full name, phone number, and required identifiers for referral, clinic, and status.
Inputs
- fullName (required) — The full name of the patient.
- primaryPhoneNumber (required) — The patient’s primary phone number.
- referralIdentifierType (required) — Choose whether to identify the referral by ID or by name.
- referralId (required) — The HearLink referral ID (shown when referralIdentifierType is 'id').
- referralName (required) — The HearLink referral name (shown when referralIdentifierType is 'name').
- primaryClinicIdentifierType (required) — Choose whether to identify the primary clinic by ID or by name.
- primaryClinicId (required) — The HearLink primary clinic ID (shown when primaryClinicIdentifierType is 'id').
- primaryClinicName (required) — The HearLink primary clinic name (shown when primaryClinicIdentifierType is 'name').
- statusIdentifierType (required) — Choose whether to identify the status by ID or by name.
- statusId (required) — The HearLink status ID (shown when statusIdentifierType is 'id').
- statusName (required) — The HearLink status name (shown when statusIdentifierType is 'name').
- trackingProvider (required) — The marketing or tracking provider name required by HearLink.
- trackingIds — Optional tracking identifiers as a JSON object.
- address — Optional patient address as a JSON object.
- patientAdditionalFields — A collection of optional fields including secondary phone number, email, date of birth, age, gender, notes, title, UTM parameters, and a choice between secondary status ID or name.
Output shape
a single record
Returns the full API response envelope unless 'Simplify Output' is set to false, in which case it returns only the data payload. Uses the HearLink API endpoint
/patients/create.
Examples
Example 1: Create a patient with a referral by name and status by ID
Set referralIdentifierType to 'name' and provide referralName; set statusIdentifierType to 'id' and provide statusId.
Example 2: Create a patient with tracking and UTM parameters
Provide trackingProvider, populate trackingIds as JSON, and add UTM fields to patientAdditionalFields.