Collectly

Collectly Insurance Policies API

The insurance_policies API from Collectly — 2 operation(s) for insurance_policies.

GitHub OpenAPI

Operations 5

GET /practices/{practice_id}/insurance-policies List insurance policies #
POST /practices/{practice_id}/insurance-policies Create an insurance policy #
DELETE /practices/{practice_id}/insurance-policies/{insurance_policies} Delete an insurance policy #
GET /practices/{practice_id}/insurance-policies/{insurance_policies} List insurance policies #
PATCH /practices/{practice_id}/insurance-policies/{insurance_policies} Update an insurance policy #

Documentation

📖
Documentation
https://docs.collectly.co/
📖
APIReference
https://docs.collectly.co/reference
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/authentication/collectly-authentication.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/openapi/collectly-insurance-policies-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-patient-checkout-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-appointment-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-payment-plan-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-patient-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-payment-method-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/json-schema/collectly-payment-plan-request-schema.json

Other Resources

🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/conventions/collectly-conventions.yml
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/asyncapi/collectly-webhooks.yml
🔗
X-MCPServerCandidate
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/mcp/collectly-mcp.yml
🔗
Sandbox
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/sandbox/collectly-sandbox.yml
🔗
Components
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/components/collectly-components.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/data-model/collectly-data-model.yml
🔗
Lifecycle
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/lifecycle/collectly-lifecycle.yml
🔗
Conformance
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/conformance/collectly-conformance.yml
🔗
LLMsTxt
https://raw.githubusercontent.com/api-evangelist/collectly/refs/heads/main/llms/collectly-llms.txt

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OpenAPI Specification

collectly-insurance-policies-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: '### Pagination

    Requests that return multiple items will be paginated to 100 items by default.

    You can specify further pages with the ?page parameter. For some resources, you can also set a custom

    page size up to 1000 with the ?per_page parameter.


    X-Total-Count – Total number of results

    X-Limit – Number results per page

    X-Page-Last – Number of last page

    X-Page – Current Page Number (starts from 0)'
  title: partners1 Insurance Policies API
  version: '1'
servers:
- url: sandbox.collectly.co/api/api/partners/v1
security:
- ApiKey: []
tags:
- name: insurance_policies
paths:
  /practices/{practice_id}/insurance-policies:
    get:
      description: Retrieve a list of patient insurance policies. Can be filtered by parameters such as patient_id to view specific coverage details.
      parameters:
      - description: Practice ID in which the requested resource exists
        in: path
        name: practice_id
        required: true
        schema:
          type: string
      - description: Page number of dataset
        in: query
        name: page
        required: false
        schema:
          minimum: 0
          type: integer
      - description: Custom page size of dataset
        in: query
        name: per_page
        required: false
        schema:
          default: 100
          type: integer
      - description: String with a comma-separated list of parameters by which to sort the dataset. To specify a descending order, add a "-" character before the parameter. For example, `?sort=-created_at,id`
        in: query
        name: sort
        required: false
        schema:
          example: ''
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InsurancePolicy'
          description: OK
          headers:
            X-Limit:
              description: Number results per page. Requests that return multiple items will be paginated to 100 items by default. You can specify further pages with the `?page` parameter. For some resources, you can also set a custom page size up to 1000 with the `?per_page` parameter.
              schema:
                type: integer
            X-Page:
              description: Current Page Number (starts from 0)
              schema:
                type: integer
            X-Page-Last:
              description: Number of last page
              schema:
                type: integer
            X-Total-Count:
              description: Total number of results
              schema:
                type: integer
      summary: List insurance policies
      tags:
      - insurance_policies
      operationId: getPracticesByPracticeIdInsurancePolicies
      x-operation-id-source: derived
    post:
      description: Create a new insurance policy record linking a patient to an insurance company, including member ID, priority, and copay details.
      parameters:
      - description: Practice ID in which the requested resource exists
        in: path
        name: practice_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InsurancePolicy'
        description: Request Body
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InsurancePolicy'
          description: OK
          headers: {}
      summary: Create an insurance policy
      tags:
      - insurance_policies
      operationId: postPracticesByPracticeIdInsurancePolicies
      x-operation-id-source: derived
  /practices/{practice_id}/insurance-policies/{insurance_policies}:
    delete:
      description: Remove an insurance policy from a patient's profile. This will archive the policy to preserve historical billing integrity.
      parameters:
      - description: Practice ID in which the requested resource exists
        in: path
        name: practice_id
        required: true
        schema:
          type: string
      - description: Resource Identifier
        in: path
        name: insurance_policies
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InsurancePolicy'
          description: OK
          headers: {}
      summary: Delete an insurance policy
      tags:
      - insurance_policies
      operationId: deletePracticesByPracticeIdInsurancePoliciesByInsurancePolicies
      x-operation-id-source: derived
    get:
      description: Retrieve a list of patient insurance policies. Can be filtered by parameters such as patient_id to view specific coverage details.
      parameters:
      - description: Practice ID in which the requested resource exists
        in: path
        name: practice_id
        required: true
        schema:
          type: string
      - description: Resource Identifier
        in: path
        name: insurance_policies
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InsurancePolicy'
          description: OK
          headers: {}
      summary: List insurance policies
      tags:
      - insurance_policies
      operationId: getPracticesByPracticeIdInsurancePoliciesByInsurancePolicies
      x-operation-id-source: derived
    patch:
      description: Modify an existing insurance policy. Only the fields provided in the payload will be updated (e.g., updating a priority or member ID).
      parameters:
      - description: Practice ID in which the requested resource exists
        in: path
        name: practice_id
        required: true
        schema:
          type: string
      - description: Resource Identifier
        in: path
        name: insurance_policies
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InsurancePolicy'
        description: Request Body
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InsurancePolicy'
          description: OK
          headers: {}
      summary: Update an insurance policy
      tags:
      - insurance_policies
      operationId: patchPracticesByPracticeIdInsurancePoliciesByInsurancePolicies
      x-operation-id-source: derived
components:
  schemas:
    InsurancePolicy:
      properties:
        clearinghouse_copay:
          type:
          - number
          - 'null'
        company_id:
          format: int32
          type: integer
        created_at:
          format: date-time
          readOnly: true
          type: string
        external_id:
          type:
          - string
          - 'null'
        external_insurance_company_id:
          description: Provide this to automatically look up and assign the internal company_id
          type: string
          writeOnly: true
        extra:
          type: object
        id:
          format: int32
          readOnly: true
          type: integer
        in_network_effective_location_ids:
          items:
            format: int32
            type: integer
          type: array
        is_archived:
          readOnly: true
          type: boolean
        is_external:
          type: boolean
        is_manually_verified:
          type: boolean
        is_photos_exist_in_ehr:
          type: boolean
        manual_copay:
          type:
          - number
          - 'null'
        member_id:
          type:
          - string
          - 'null'
        name:
          minLength: 1
          type: string
        note:
          type:
          - string
          - 'null'
        patient_id:
          description: Patient ID from your integration who owns the resource
          type: string
        photo_back_upload_id: {}
        photo_front_upload_id: {}
        priority:
          enum:
          - primary
          - secondary
          - tertiary
          - other
          type: string
      required:
      - patient_id
      type: object
  securitySchemes:
    ApiKey:
      in: header
      name: Authorization
      type: apiKey
x-provenance:
  method: searched
  source: https://docs.collectly.co/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.collectly.co/reference/delete_practices-practice-id-insurance-policies-insurance-policies.md
  - https://docs.collectly.co/reference/delete_practices-practice-id-patients-patient-id-checkout-patient-checkout.md
  - https://docs.collectly.co/reference/delete_practices-practice-id-patients-patient-id-payment-methods-payment-methods.md
  - https://docs.collectly.co/reference/delete_practices-practice-id-patients-patient-id-payment-plans-payment-plans.md
  - https://docs.collectly.co/reference/delete_practices-practice-id-patients-patient-id-subscriptions-subscriptions.md
  - https://docs.collectly.co/reference/get_company.md
  - https://docs.collectly.co/reference/get_patient-forms-patient-forms.md
  - https://docs.collectly.co/reference/get_patient-forms.md
  - https://docs.collectly.co/reference/get_practices-info-practices-info.md
  - https://docs.collectly.co/reference/get_practices-info.md
  - https://docs.collectly.co/reference/get_practices-practice-id-appointments-appointments.md
  - https://docs.collectly.co/reference/get_practices-practice-id-appointments.md
  - https://docs.collectly.co/reference/get_practices-practice-id-insurance-companies-insurance-companies.md
  - https://docs.collectly.co/reference/get_practices-practice-id-insurance-companies.md
  - https://docs.collectly.co/reference/get_practices-practice-id-insurance-policies-insurance-policies.md
  - https://docs.collectly.co/reference/get_practices-practice-id-insurance-policies.md
  - https://docs.collectly.co/reference/get_practices-practice-id-locations-locations.md
  - https://docs.collectly.co/reference/get_practices-practice-id-locations.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-payment-methods-payment-methods.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-payment-methods.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-payment-plans-payment-plans.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-payment-plans.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-statement-statements.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-statement.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-subscriptions-subscriptions.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patient-id-subscriptions.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients-patients.md
  - https://docs.collectly.co/reference/get_practices-practice-id-patients.md
  - https://docs.collectly.co/reference/get_practices-practice-id-payments-payments.md
  - https://docs.collectly.co/reference/get_practices-practice-id-payments.md
  - https://docs.collectly.co/reference/get_practices-practice-id-providers-providers.md
  - https://docs.collectly.co/reference/get_practices-practice-id-providers.md
  - https://docs.collectly.co/reference/get_practices-practice-id-unmapped-patients-unmapped-patients.md
  - https://docs.collectly.co/reference/get_practices-practice-id-unmapped-patients.md
  - https://docs.collectly.co/reference/get_practices-practices.md
  - https://docs.collectly.co/reference/get_practices.md
  - https://docs.collectly.co/reference/get_users-users.md
  - https://docs.collectly.co/reference/get_users.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-appointments-appointments.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-insurance-companies-insurance-companies.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-insurance-policies-insurance-policies.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-locations-locations.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-patients-patient-id-payment-plans-payment-plans.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-patients-patient-id-subscriptions-subscriptions.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-patients-patients.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-providers-providers.md
  - https://docs.collectly.co/reference/patch_practices-practice-id-unmapped-patients-unmapped-patients.md
  - https://docs.collectly.co/reference/patch_practices-practices.md
  - https://docs.collectly.co/reference/patch_users-users.md
  - https://docs.collectly.co/reference/post_login.md
  - https://docs.collectly.co/reference/post_patient-forms-patient-forms-sign.md
  - https://docs.collectly.co/reference/post_patient-forms.md
  - https://docs.collectly.co/reference/post_patient-lookup.md
  - https://docs.collectly.co/reference/post_practices-practice-id-appointments.md
  - https://docs.collectly.co/reference/post_practices-practice-id-insurance-companies.md
  - https://docs.collectly.co/reference/post_practices-practice-id-insurance-policies.md
  - https://docs.collectly.co/reference/post_practices-practice-id-locations.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-payment-methods-payment-methods-charge.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-payment-methods.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-payment-plans-request.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-payment-plans.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-statement.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients-patient-id-subscriptions.md
  - https://docs.collectly.co/reference/post_practices-practice-id-patients.md
  - https://docs.collectly.co/reference/post_practices-practice-id-payments-payment-id-refund.md
  - https://docs.collectly.co/reference/post_practices-practice-id-providers.md
  - https://docs.collectly.co/reference/post_practices-practice-id-store-payment-method.md
  - https://docs.collectly.co/reference/post_practices-practice-id-unmapped-patients.md
  - https://docs.collectly.co/reference/post_practices-practices-post-apply-payment.md
  - https://docs.collectly.co/reference/post_practices.md
  - https://docs.collectly.co/reference/post_users.md
  merge:
    pages: 71
    deduped: 186
    conflicts_kept_first: 0