Medical Records are a subset of Medical Records Details and can be used to keep track of documents, start dates, and end dates. Note that these endpoints only handle Updating and Destroying a record. Creating records should be handled in the Medical Records Details endpoint.
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openapi: 3.2.0
info:
title: Clio API Documentation Medical Records API
contact:
name: Clio API Support
email: api@clio.com
description: '# Developer Support and Feedback
* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio''s API Support team at api@clio.com.
* For business and partnership inquiries, contact our API Partnerships team at api.partnerships@clio.com.
* For best practices and tips from the Clio development community, join the conversation in the Clio Developer Slack Channel.
A community-driven Clio Developers Stack Overflow Group also exists where you can connect and ask questions from other Clio API users.
# Getting Started
> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).
>
> Likewise, the developer portal is available at region-specific links for the Australia, Canada, EU, and US regions.
>
> This document assumes the US region is being used (app.clio.com). If you''re building in one of the other regions, you should adapt the links and examples as necessary.
To start building on the Clio API, you’ll need a Clio account – you can review our Developer Handbook and follow the steps to sign up for an account.
Once you have an account, you can create a developer application from the Developer Portal and start building!
# Authorization with OAuth 2.0
See our Authorization documentation →
# Permissions
See our Permissions documentation →
# Fields
See our Fields documentation →
# Rate Limiting
See our Rate Limits documentation →
# Paging
See our Pagination documentation →
# ETags
See our ETags documentation →
# Minor Versions
API v4 supports multiple minor versions. Versions are of the form ''4.X.Y''. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you''re requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.
An `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.
You can find our API Versioning Policy and Guidelines in our documentation hub.
The API Changelog explains each version''s changes in further detail.
### 4.0.4
* Update `quantity` field to return values in seconds rather than hours for Activities
### 4.0.5
* Remove `matter_balances` field from Bills
* Standardize status/state enum values
* Add a Document association to completed DocumentAutomations
* Add rate visibility handling for Activity''s price and total
### 4.0.6
* Remove `document_versions` collection field from Documents
### 4.0.7
* Change secure link format
### 4.0.8
* `Activity` hours are redacted in the response based on the activity hours visibility setting for the user
* Add `quantity_redacted` field to activities
### 4.0.9
* Contacts are filtered and redacted in the response based on the new ''Contacts Visibility'' user permission setting.
### 4.0.10
* Fixed validation of `type` query parameter when querying Notes
### 4.0.12
* Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers
### 4.0.13
**This is the default version**
* Add association limits to Contacts
* Returns 422 Unprocessable Entity when association limits are exceeded'
version: v4
x-logo:
url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
description: US region Production Server
- url: https://eu.app.clio.com/api/v4
description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
description: Australia region Production Server
tags:
- name: Medical Records
description: 'Medical Records are a subset of Medical Records Details and can be used to keep track of documents, start dates, and end dates.
Note that these endpoints only handle Updating and Destroying a record. Creating records should be handled in the Medical Records Details endpoint.'
paths:
/medical_records/{id}.json:
patch:
tags:
- Medical Records
summary: Updating a Medical Record
operationId: MedicalRecord#update
description: Outlines the parameters and data fields used when updating a single MedicalRecord
parameters:
- name: IF-MATCH
in: header
description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags).
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the MedicalRecord.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/MedicalRecord_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'412':
description: Precondition Failed
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Medical Records
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
end_date:
type: string
format: date-time
description: End date for Medical Record.
start_date:
type: string
format: date-time
description: Start date for Medical Record.
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
end_date:
type: string
format: date-time
description: End date for Medical Record.
start_date:
type: string
format: date-time
description: Start date for Medical Record.
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
end_date:
type: string
format: date-time
description: End date for Medical Record.
start_date:
type: string
format: date-time
description: Start date for Medical Record.
required: false
delete:
tags:
- Medical Records
summary: Destroying a Medical Record
operationId: MedicalRecord#destroy
description: Outlines the parameters, optional and required, used when deleting the record for a single MedicalRecord
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the MedicalRecord.
required: true
schema:
type: integer
format: int64
responses:
'204':
description: No Content
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
components:
schemas:
MedicalRecord:
allOf:
- $ref: '#/components/schemas/MedicalRecord_base'
- type: object
properties:
matter:
$ref: '#/components/schemas/Matter_base'
description: Matter
ErrorDetail:
type: object
required:
- type
- message
properties:
type:
type: string
description: Unique name for this error
message:
type: string
description: Detailed message about the error
MedicalRecord_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *MedicalRecord*
document_id:
type: integer
format: int64
description: The id of the document associated with the Medical Record
etag:
type: string
description: ETag for the *MedicalRecord*
end_date:
type: string
format: date-time
description: End date for *MedicalRecord* (as a ISO-8601 date)
start_date:
type: string
format: date-time
description: Start date for *MedicalRecord* (as a ISO-8601 date)
created_at:
type: string
format: date-time
description: The time the *MedicalRecord* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *MedicalRecord* was last updated (as a ISO-8601 timestamp)
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
Matter_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Matter*
etag:
type: string
description: ETag for the *Matter*
number:
type: integer
format: int32
description: The number given to the *Matter* within an account
display_number:
type: string
description: The reference and label of the *Matter*. Depending on the account's manual_matter_numbering setting, this is either read only (generated) or customizable.
custom_number:
type: string
description: User defined custom number of the *Matter*
currency:
type: object
description: Currency of the matter
description:
type: string
description: The detailed description of the *Matter*
status:
type: string
enum:
- Pending
- Open
- Closed
description: The current status of the *Matter*
location:
type: string
description: The location of the *Matter*
client_reference:
type: string
description: Client Reference string for external uses
client_id:
type: integer
format: int64
description: Client ID
billable:
type: boolean
description: Whether this matter is billable
require_utbms_codes:
type: boolean
description: When true, billable time and expense entries on this matter must include the required UTBMS/LEDES codes before they can be saved. Requires the firm to have mandatory LEDES billing enabled; otherwise the value is ignored.
maildrop_address:
type: string
description: A unique Maildrop email address for the matter
billing_method:
type: string
enum:
- flat
- contingency
- hourly
description: Billing method of this matter
open_date:
type: string
format: date
description: The date the matter was set to open (as a ISO-8601 date)
close_date:
type: string
format: date
description: The date the matter was set to closed (as a ISO-8601 date)
pending_date:
type: string
format: date
description: The date the matter was set to pending (as a ISO-8601 date)
created_at:
type: string
format: date-time
description: The time the *Matter* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Matter* was last updated (as a ISO-8601 timestamp)
shared:
type: boolean
description: Whether the matter is currently shared with Clio Connect
has_tasks:
type: boolean
description: Whether or not the matter has any tasks.
last_activity_date:
type: string
format: date
description: The greatest date out of all of the activities on the matter (as a ISO-8601 date)
matter_stage_updated_at:
type: string
format: date-time
description: The date the matter stage was last updated (as a ISO-8601 date)
MedicalRecord_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/MedicalRecord'
x-tagGroups:
- name: Api
tags:
- Custom Actions
- Webhooks
- name: Activities
tags:
- Activities
- Activity Descriptions
- Activity Rates
- Expense Categories
- Timers
- Utbms Codes
- Utbms Sets
- name: Accounting
tags:
- Bank Accounts
- Bank Transactions
- Bank Transfers
- Matter Transfers
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- Rate Tables
- Rate Table Categories
- Rate Table Timekeepers
- Rate Table Rates
- Rate Table Assignments
- name: Calendars
tags:
- Calendars
- Calendar Entries
- Calendar Entry Event Types
- Calendar Visibilities
- Reminders
- name: Clio Payments
tags:
- Clio Payments Links
- Clio Payments Payments
- name: Communications
tags:
- Communications
- Conversations
- Conversation Messages
- name: Contacts
tags:
- Contacts
- Email Addresses
- Phone Numbers
- Notes
- Log Entries
- name: Court Rules
tags:
- Jurisdictions To Triggers
- Jurisdictions
- Matter Dockets
- Service Types
- name: Custom Fields
tags:
- Custom Fields
- Custom Field Sets
- name: Documents
tags:
- Documents
- Document Versions
- Folders
- Document Archives
- Document Automations
- Document Categories
- Document Templates
- Comments
- name: In-app Notifications
tags:
- My Events
- Event Metrics
- name: Matters
tags:
- Matters
- Relationships
- Clients
- Related Contacts
- Matter Contacts
- Notes
- Practice Areas
- Log Entries
- Matter Stages
- Matter Protected Funds
- Medical Records Details
- Medical Records
- Medical Bills
- Damages
- name: Payments
tags:
- Allocations
- Credit Memos
- name: Reporting
tags:
- Reports
- Report Presets
- Report Schedules
- name: Settings
tags:
- Text Snippets
- Billing Settings
- Currencies
- Tax Rate Configurations
- name: Tasks
tags:
- Tasks
- Task Templates
- Task Template Lists
- Task Types
- name: Trust
tags:
- Trust Line Items
- Trust Requests
- name: Users
tags:
- Users
- Groups
- name: Legal Aid US
tags:
- Grants
- Grant Funding Sources
- name: Legal Aid England & Wales
tags:
- Civil Controlled Rates
- Civil Certificated Rates
- Criminal Controlled Rates
- Expense Categories
- name: General
tags:
- Safe Custody Packets
- Safe Custody Records
- Safe Custody Packet Locations
x-provenance:
method: harvested
publisher: Clio
source: https://docs.developers.clio.com/openapi.json
note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
stamped by stamp-openapi-provenance.py (roadmap#793)