Create Quote

curl --request POST \
  --url https://api.decodahealth.com/billing/quote \
  --header 'API-KEY: <api-key>' \
  --header 'Content-Type: application/json' \
  --header 'TENANT: <tenant>' \
  --data '
{
  "patientId": "<string>",
  "cartId": "<string>",
  "creatorId": "<string>",
  "id": "<string>",
  "title": "<string>",
  "description": "<string>",
  "validUntilDate": "2023-11-07T05:31:56Z",
  "terms": "<string>",
  "internalNotes": "<string>",
  "requiresPatientVerification": true
}
'

{
  "id": "<string>",
  "patientId": "<string>",
  "status": "DRAFT",
  "discountAmount": 123,
  "discountPercentage": 123,
  "taxAmount": 123,
  "total": 123,
  "subtotal": 123,
  "creatorId": "<string>",
  "cartId": "<string>",
  "title": "<string>",
  "itemCount": 0,
  "packageCount": 0,
  "createdDate": "2023-11-07T05:31:56Z",
  "updatedDate": "2023-11-07T05:31:56Z",
  "validUntilDate": "2023-11-07T05:31:56Z",
  "sentDate": "2023-11-07T05:31:56Z",
  "viewedDate": "2023-11-07T05:31:56Z",
  "respondedDate": "2023-11-07T05:31:56Z",
  "internalNotes": "<string>",
  "creator": {
    "id": "<string>",
    "firstName": "<string>",
    "lastName": "<string>",
    "email": "<string>",
    "createdDate": "2023-11-07T05:31:56Z"
  },
  "patient": {
    "id": "<string>",
    "type": "PROVIDER",
    "createdDate": "2023-11-07T05:31:56Z",
    "firstName": "<string>",
    "lastName": "<string>",
    "phoneNumber": "<string>",
    "email": "<string>",
    "locationId": "<string>",
    "externalId": "<string>",
    "address": "<string>",
    "addressLineTwo": "<string>",
    "city": "<string>",
    "state": "<string>",
    "zipCode": "<string>",
    "country": "<string>",
    "addressValid": true,
    "meta": {},
    "isArchived": true,
    "primaryLocationId": "<string>",
    "gender": "<string>",
    "dateOfBirth": "2023-12-25",
    "patientMedications": [
      "<string>"
    ],
    "onSchedulingBlacklist": true,
    "surchargeDisabled": true,
    "tags": [
      {
        "id": "<string>",
        "name": "<string>",
        "isActive": true,
        "createdDate": "2023-11-07T05:31:56Z",
        "emoji": "<string>",
        "color": "<string>",
        "updatedDate": "2023-11-07T05:31:56Z"
      }
    ],
    "creditBalance": 123,
    "preferredProviderId": "<string>"
  },
  "description": "<string>",
  "terms": "<string>",
  "items": [],
  "convertedChargeId": "<string>"
}

POST

billing

quote

Create Quote

curl --request POST \
  --url https://api.decodahealth.com/billing/quote \
  --header 'API-KEY: <api-key>' \
  --header 'Content-Type: application/json' \
  --header 'TENANT: <tenant>' \
  --data '
{
  "patientId": "<string>",
  "cartId": "<string>",
  "creatorId": "<string>",
  "id": "<string>",
  "title": "<string>",
  "description": "<string>",
  "validUntilDate": "2023-11-07T05:31:56Z",
  "terms": "<string>",
  "internalNotes": "<string>",
  "requiresPatientVerification": true
}
'

{
  "id": "<string>",
  "patientId": "<string>",
  "status": "DRAFT",
  "discountAmount": 123,
  "discountPercentage": 123,
  "taxAmount": 123,
  "total": 123,
  "subtotal": 123,
  "creatorId": "<string>",
  "cartId": "<string>",
  "title": "<string>",
  "itemCount": 0,
  "packageCount": 0,
  "createdDate": "2023-11-07T05:31:56Z",
  "updatedDate": "2023-11-07T05:31:56Z",
  "validUntilDate": "2023-11-07T05:31:56Z",
  "sentDate": "2023-11-07T05:31:56Z",
  "viewedDate": "2023-11-07T05:31:56Z",
  "respondedDate": "2023-11-07T05:31:56Z",
  "internalNotes": "<string>",
  "creator": {
    "id": "<string>",
    "firstName": "<string>",
    "lastName": "<string>",
    "email": "<string>",
    "createdDate": "2023-11-07T05:31:56Z"
  },
  "patient": {
    "id": "<string>",
    "type": "PROVIDER",
    "createdDate": "2023-11-07T05:31:56Z",
    "firstName": "<string>",
    "lastName": "<string>",
    "phoneNumber": "<string>",
    "email": "<string>",
    "locationId": "<string>",
    "externalId": "<string>",
    "address": "<string>",
    "addressLineTwo": "<string>",
    "city": "<string>",
    "state": "<string>",
    "zipCode": "<string>",
    "country": "<string>",
    "addressValid": true,
    "meta": {},
    "isArchived": true,
    "primaryLocationId": "<string>",
    "gender": "<string>",
    "dateOfBirth": "2023-12-25",
    "patientMedications": [
      "<string>"
    ],
    "onSchedulingBlacklist": true,
    "surchargeDisabled": true,
    "tags": [
      {
        "id": "<string>",
        "name": "<string>",
        "isActive": true,
        "createdDate": "2023-11-07T05:31:56Z",
        "emoji": "<string>",
        "color": "<string>",
        "updatedDate": "2023-11-07T05:31:56Z"
      }
    ],
    "creditBalance": 123,
    "preferredProviderId": "<string>"
  },
  "description": "<string>",
  "terms": "<string>",
  "items": [],
  "convertedChargeId": "<string>"
}

Headers

TENANT

string

required

The tenant you are making this request on behalf of

API-KEY

string

required

Your api key

Body

application/json

Schema for creating a new quote.

patientId

string

required

ID of the patient

cartId

string

required

ID of source cart if creating from cart

creatorId

string

required

ID of the user creating the quote

string | null

Quote ID (auto-generated if not provided)

title

string | null

Title/subject of the quote

description

string | null

Description of the quote

validUntilDate

string<date-time> | null

When the quote expires

terms

string | null

Terms and conditions

internalNotes

string | null

Internal notes

requiresPatientVerification

boolean

default:true

Require patient verification to view

Response

Successful Response

Detailed schema for quote with all items and packages.

string

required

Quote ID

patientId

string

required

Patient ID

status

enum<string>

required

Quote status

Available options:

DRAFT,

SENT,

VIEWED,

ACCEPTED,

DECLINED,

EXPIRED,

CONVERTED

discountAmount

integer

required

Total discount in cents

discountPercentage

number

required

Overall discount percentage

taxAmount

integer

required

Total tax in cents

total

integer

required

Final total in cents

subtotal

integer

required

Calculate subtotal from items after item-level discounts.

creatorId

string | null

Creator ID

cartId

string | null

Source cart ID

title

string | null

Title/subject of the quote

itemCount

integer

default:0

Number of items in quote

packageCount

integer

default:0

Number of packages in quote

createdDate

string<date-time> | null

Date the quote was created

updatedDate

string<date-time> | null

Date the quote was last updated

validUntilDate

string<date-time> | null

When the quote expires

sentDate

string<date-time> | null

When the quote was sent

viewedDate

string<date-time> | null

When the patient first viewed the quote

respondedDate

string<date-time> | null

When the patient responded to the quote

internalNotes

string | null

Internal notes

creator

ProviderTiny · object

Creator details

Show child attributes

creator.id

string

required

creator.firstName

string

required

creator.lastName

string | null

creator.email

string | null

creator.createdDate

string<date-time> | null

patient

PatientSummary · object

Patient details

Show child attributes

patient.id

string

required

The unique identifier for the user.

patient.type

enum<string>

required

The type of user.

Available options:

PROVIDER,

PATIENT,

ASSISTANT

patient.createdDate

string<date-time>

required

The date and time when the user was created.

patient.firstName

string | null

The user's first name.

patient.lastName

string | null

The user's last name.

patient.phoneNumber

string | null

The user's phone number.

patient.email

string | null

The user's email address.

patient.locationId

string | null

The location of the user.

patient.externalId

string | null

The user's external identifier if available.

patient.address

string | null

The user's primary address.

patient.addressLineTwo

string | null

Additional address information.

patient.city

string | null

The city of the user's address.

patient.state

string | null

The state of the user's address.

patient.zipCode

string | null

The postal code of the user's address.

patient.country

string | null

The country of the user's address.

patient.addressValid

boolean | null

Whether the user's address is valid.

patient.meta

Meta · object

Any additional metadata about the user relevant to your system.

patient.isArchived

boolean | null

Whether the user is archived.

patient.primaryLocationId

string | null

The primary location of the user.

patient.gender

string | null

The gender of the patient.

patient.dateOfBirth

string<date> | null

The date of birth of the patient.

patient.patientMedications

string[] | null

List of patient's self-reported medications.

patient.onSchedulingBlacklist

boolean | null

Whether the patient is on the scheduling blacklist.

patient.surchargeDisabled

boolean | null

Whether surcharges are disabled for this patient.

patient.tags

PatientTagSummary · object[] | null

List of patient tags

Show child attributes

patient.tags.id

string

required

Unique identifier for the patient tag

patient.tags.name

string

required

Name of the patient tag

patient.tags.isActive

boolean

required

Whether the tag is active

patient.tags.createdDate

string<date-time>

required

Date and time when the tag was created

patient.tags.emoji

string | null

Emoji associated with the tag

patient.tags.color

string | null

Color code for the tag (hex format)

patient.tags.updatedDate

string<date-time> | null

Date and time when the tag was last updated

patient.creditBalance

integer | null

Patient's credit balance in cents.

patient.preferredProviderId

string | null

The preferred provider ID for this patient.

description

string | null

Description of the quote

terms

string | null

Terms and conditions

items

QuoteItem · object[]

Items and packages in the quote

Show child attributes

items.quoteId

string

required

ID of the quote

items.quantity

number

required

Quantity of the item/package

items.unitPrice

integer

required

Unit price in cents

items.discountAmount

integer

required

Discount amount in cents

items.discountPercentage

number

required

Discount percentage

items.taxAmount

integer

required

Tax amount in cents

items.totalPrice

integer

required

Total price for this quantity in cents

items.itemId

string | null

ID of the item (if this is an item)

items.packageId

string | null

ID of the package (if this is a package)

items.description

string | null

Custom description for this item/package

items.item

ItemTiny · object

Item details (if this is an item)

Show child attributes

items.item.name

string

required

Name of the item

items.item.price

integer

required

Price of the item in cents

items.item.id

string

Unique identifier for the item

items.item.brandName

string | null

Optional brand name of the item

items.item.description

string | null

Optional description of the item

items.item.category

string | null

Category name (references category.name)

items.item.unit

enum<string> | null

Unit of measurement for the item

Available options:

AMPOULES,

APPLICATORS,

BOTTLES,

BOXES,

CAPSULES,

CUPS,

DOSES,

G_PER_ML,

GRAMS,

IU,

IU_PER_ML,

OUNCES,

FLUID_OUNCES,

KG,

KITS,

LITERS,

MCG,

MG,

MG_PER_ML,

ML,

MMOL,

MICROGRAM_PER_ML,

PACKS,

PAIRS,

PATCHES,

PERCENTAGE,

PIECES,

POUCHES,

ROLLS,

SACHETS,

SHEETS,

SPRAYS,

STRIPS,

SYRINGES,

TABLETS,

TABLETS_PER_DAY,

TESTS,

TUBES,

UNITS,

VIALS,

TREATMENTS,

SESSIONS,

PULSES,

JOULES,

CENTIMETERS,

THREAD_COUNT,

INJECTIONS,

WRINKLE_UNITS,

POUNDS,

FEET,

INCHES

items.item.isPhysical

boolean

default:true

Whether the item is physical

items.item.isArchived

boolean

default:false

Whether the item is archived

items.item.internalNotes

string | null

Optional internal notes for the item

items.item.taxable

boolean

default:false

Whether the item is subject to taxes

items.item.sortOrder

integer | null

Optional sort order for the item

items.item.allowCustomPricing

boolean

default:false

Whether custom pricing is allowed for this item

items.item.type

enum<string>

default:PRODUCT

Type of item (PRODUCT, MEDICATION, etc.)

Available options:

ITEM,

PRODUCT,

MEDICATION,

SERVICE,

PACKAGE,

MEMBERSHIP

items.package

PackageTiny · object

Package details (if this is a package)

Show child attributes

items.package.name

string

required

Name of the package

items.package.price

integer

required

Price of the package in cents

items.package.id

string

Unique identifier for the package

items.package.description

string | null

Optional description of the package

items.package.isArchived

boolean

default:false

Whether the package is archived

items.createdDate

string<date-time> | null

Date the item was added

items.updatedDate

string<date-time> | null

Date the item was last updated

convertedChargeId

string | null

ID of charge if quote was converted

Create Payment Plan With Charges Create Rainforest Payin Config

⌘I

Getting Started

API

Tenant

Webhook

Create Quote

Headers

Body

Response