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.'
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_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/MedicalRecord'
MedicalRecord:
allOf:
- $ref: '#/components/schemas/MedicalRecord_base'
- type: object
properties:
matter:
$ref: '#/components/schemas/Matter_base'
description: Matter
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
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)
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'
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
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- 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
- 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