AI agents for Healthie

Search patients

Finds patients by keywords (any mix of name, email, date of birth, ID or record identifier, like "John Doe 2002-01-01"; every term must match), or lists them, 10 a page from offset.

Get a patient

Reads one patient by ID: names, dob, gender, email, phone_number, next_appt_date, created_at and their care team dietitian_id (primary provider).

List appointment types

Lists the practice's appointment types, optionally matching a name or only those clients can book.

List appointments

Lists appointments across the organization, or one patient's: future ones by default, or upcoming, past, ended, didnt-occur or all, 10 a page from offset.

List chat conversations

Lists the key user's chat conversations, optionally with one patient, unread only, or matching keywords.

Add a patient

Adds a patient (client) with a first and last name and an email (or skipped_email), optionally a phone number, primary provider and user group.

Book an appointment

Books a 1:1 appointment for a patient with a provider (default the key's user), of an appointment type and contact type, at a date and time.

Reschedule or set an appointment's statusDeletes data

Moves an appointment to a new date and time, or sets its status: Occurred, No-Show, Cancelled or Re-Scheduled (and Checked-In or Late Cancellation where enabled).

Create a task

Creates a to-do for a provider or staff user (default the key's user), optionally about a patient, with a due date and high priority.

Send a chat message

Sends a message (a note) into a Healthie chat conversation as the key's user, optionally scheduled for later; set org_chat when writing in a conversation the user does not own.