Elation List visit note templates

POSThttps://preview.ontross.com/api/integrations/elation/list-visit-note-templates

input.name

string

Case-insensitive, whitespace-normalized filter preferring exact matches before substring matches.

Example

"Jane Doe"

input.include_content

boolean

Also return each template's parsed content (sections, checklists, billing)

Example

true

Default

false

auth_id

string

required

Saved connection to run this operation through, from the Authentication page. It decides which practice and login the call uses.

Example

"00000000-0000-4000-8000-000000000000"

count

integer

Number of reusable note layouts included in this response.

Example

1

templates

array

Visit note templates matching the request, content only when asked.

templates[].id

string

Reusable note layout identifier accepted when creating drafts.

Example

"026596574922047"

templates[].name

string

Reusable note layout's display label from the practice.

Example

"Jane Doe"

templates[].shared

boolean

Whether the template is shared across the practice.

Example

false

templates[].content

object

Parsed template structure, null unless include_content was requested.

curl --request POST \
  --url https://preview.ontross.com/api/integrations/elation/list-visit-note-templates \
  --header 'X-API-Key: REPLACE_KEY_VALUE' \
  --header 'content-type: application/json' \
  --data '{"input":{"name":"CCM monthly","include_content":true},"auth_id":"auth_uuid_here"}'

Request BODY

{
  "input": {
    "name": "CCM monthly",
    "include_content": true
  },
  "auth_id": "auth_uuid_here"
}

Response BODY

{
  "id": "string",
  "workflow_id": "string",
  "auth_id": "string",
  "status": "string",
  "input": {},
  "output": {
    "count": 1,
    "templates": [
      {
        "id": "026596574922047",
        "name": "CCM monthly",
        "shared": true,
        "content": {}
      }
    ]
  },
  "files": null,
  "created_at": "2019-08-24T14:15:22Z",
  "started_at": "2019-08-24T14:15:22Z",
  "completed_at": "2019-08-24T14:15:22Z"
}