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Appointment

An Appointment is a scheduled visit for a Patient, managed by Zentake's calendar and scheduling features. Appointments are commonly the trigger for intake: a practice's workflow sends a Packet to a patient automatically ahead of their appointment, so it's completed before they arrive.

Not yet in the public REST API

Appointment is part of Zentake's scheduling domain, but it is not currently exposed as a resource in the public REST API documented here. You can't create, read, or sync appointments through this API today, appointment-driven sends are configured as a workflow inside the Zentake dashboard, not via API calls.

How it relates to intake​

  • An Appointment can be linked to a provider on the Patient record and to scheduling metadata such as appointment type and time.
  • Automated workflows use an upcoming Appointment as the trigger for sending a Message with a Form or Packet, so the resulting Response / Packet Response is available before the visit.
  • If your integration needs appointment data specifically (not just intake triggered by one), that currently has to come from your scheduling system or EHR directly rather than from the Zentake API.

See in API Reference​

There is no /docs/api/... operation for Appointment yet. For the send-before-visit pattern described above, see Message and Common EHR integration patterns.