API version 1

Entity Method HTTP type
Accounts 1. List accounts GET
Adjustments 1. List Adjustments GET
2. Create Adjustment POST
Appointments 1. List My Appointments GET
2. Set Appointment Record POST
3. Undo check-in PUT
4. List users emergencies GET
5. List Appointments GET
6. Get Appointments details GET
7. List Appointment Employees GET
8. List Appointment Locations GET
9. Add Event POST
10. Delete event DELETE
11. Edit Event PUT
12. Recurrence Days GET
13. List case appointments GET
Billings 1. List Billings GET
2. Create a Billing POST
3. Update a Billing PUT
4. Delete a Billing DELETE
5. Create Group Billings POST
6. List Timesheet GET
Cases 1. List Cases GET
2. Client Details GET
3. Update Client Details PUT
4. List client's certified hours GET
5. Case details GET
6. Case outcomes GET
7. Close Case POST
8. Update Case Details PUT
9. List service contracts GET
10. Update service contract PUT
11. Assign to case POST
12. List additional information GET
13. Update additional information PUT
14. Company case details GET
15. Update Company case details PUT
16. Check case n GET
17. Get max case n GET
18. List business divisions GET
19. List invoice templates GET
20. New client Case POST
21. Get Case Alert GET
22. Disable Case Alert POST
23. Find Cases Clients GET
24. Get Client outstanding GET
25. Get Letterheads GET
26. List finance templates GET
Common List 1. List Common Lists by list type GET
Companies 1. List Companies GET
2. List Companies by name GET
3. List Company contacts GET
Contacts 1. List company contacts GET
2. List case contacts GET
3. List Contacts GET
4. List Case Contact Details GET
5. Associate Contact to Case POST
6. New Contact POST
7. Check Case Contact Deletion Info GET
8. Disable Case Contact POST
9. Delete Case Contact POST
10. Get Contacts for Transfer Invoices GET
Costs 1. List case costs linked to an appointment GET
2. List case costs not linked to an appointment PUT
3. Link cost to appointment PUT
4. Unlink cost from appointment PUT
5. Draft or submit cost PUT
Directions 1. List document's labels GET
2. New direction POST
3. Update direction PUT
Documents 1. List document's labels GET
2. List documents GET
3. Get document details GET
4. Toggle Document status PUT
5. Download document GET
6. Upload document POST
7. List Custom forms GET
8. New custom form POST
Fields 1. List Field details GET
2. List Custom Field details GET
3. List Support worker Fields GET
General 1. List Time Zones GET
2. List Regions GET
Internal Expenses 1. List Internal Expenses GET
2. Create a Internal Expense POST
3. Update a Internal Expense PUT
4. Delete a Internal Expense DELETE
Invoices 1. List invoices GET
2. List Invoices billed to employer GET
3. Transfer invoices PUT
Notes 1. List User Notes GET
2. User Note Details GET
3. New User Note POST
4. Update User Note PUT
5. List clinical notes templates GET
6. Get clinical Notes template GET
7. Get Document notes GET
8. New Document notes POST
9. List Admin Notes GET
10. Admin Note Details GET
11. New Admin Note POST
12. Update Admin Note PUT
13. List Case Log Notes GET
14. Case Log Note Details GET
Offices 1. List Office Resources GET
Payments 1. List payments GET
2. Create a payment POST
3. Update a payment PUT
Permissions 1. List Permissions GET
Prepayments 1. List prepayments GET
2. Create a prepayment POST
3. Allocate a prepayment POST
Purchase Orders 1. List Purchase Orders GET
2. New Purchase Orders POST
3. Delete Purchase Orders DELETE
Staff 1. List staff GET
2. New staff POST
3. Update staff PUT
4. Delete staff DELETE
Tasks 1. List task and appointments GET
2. Get Task description GET
3. New case Task POST
4. Update case Task PUT
5. Delete case Task DELETE
Timesheets 1. List Timesheets GET
2. Create Timesheet POST
3. Update Timesheet PUT
Users 1. Save location POST
2. Save device POST
3. List user's Consultant Availability GET
4. Validate MFA GET
5. Save device Status POST
6. List User Teams GET
7. List Users GET
8. List user's roles GET
9. Get current user details GET