Collectly

Collectly Patient Forms API

The patient_forms API from Collectly — 3 operation(s) for patient_forms.

GitHub OpenAPI

Operations 4

GET /patient_forms Save and sign consent forms for patients #
POST /patient_forms Save and sign consent forms for patients #
GET /patient_forms/{patient_forms} Save and sign consent forms for patients #
POST /patient_forms/{patient_forms}/sign Save and sign consent forms for patients #

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-patient-forms-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-patient-forms-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 Patient Forms API
  version: '1'
servers:
- url: sandbox.collectly.co/api/api/partners/v1
security:
- ApiKey: []
tags:
- name: patient_forms
paths:
  /patient_forms:
    get:
      description: 'Save and sign consent forms for patients.


        Form processing steps for now:

        * received POST with consent form

        1. save form

        2. parse patient data, get or create patient in current company

        3. bind form to patient

        4. add payment method for patient:

        * received POST with consent form signature data

        5. update form: add signature, change status (unsigned => signed), enable payment method


        We will void old unsigned forms after 1 hour of inactivity (change status to expired + remove card data)'
      parameters:
      - 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/PatientForm'
          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: Save and sign consent forms for patients
      tags:
      - patient_forms
      operationId: getPatientForms
      x-operation-id-source: derived
    post:
      description: 'Save and sign consent forms for patients.


        Form processing steps for now:

        * received POST with consent form

        1. save form

        2. parse patient data, get or create patient in current company

        3. bind form to patient

        4. add payment method for patient:

        * received POST with consent form signature data

        5. update form: add signature, change status (unsigned => signed), enable payment method


        We will void old unsigned forms after 1 hour of inactivity (change status to expired + remove card data)'
      parameters: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PatientForm'
        description: Request Body
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PatientForm'
          description: OK
          headers: {}
      summary: Save and sign consent forms for patients
      tags:
      - patient_forms
      operationId: postPatientForms
      x-operation-id-source: derived
  /patient_forms/{patient_forms}:
    get:
      description: 'Save and sign consent forms for patients.


        Form processing steps for now:

        * received POST with consent form

        1. save form

        2. parse patient data, get or create patient in current company

        3. bind form to patient

        4. add payment method for patient:

        * received POST with consent form signature data

        5. update form: add signature, change status (unsigned => signed), enable payment method


        We will void old unsigned forms after 1 hour of inactivity (change status to expired + remove card data)'
      parameters:
      - description: Resource Identifier
        in: path
        name: patient_forms
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PatientForm'
          description: OK
          headers: {}
      summary: Save and sign consent forms for patients
      tags:
      - patient_forms
      operationId: getPatientFormsByPatientForms
      x-operation-id-source: derived
  /patient_forms/{patient_forms}/sign:
    post:
      description: 'Save and sign consent forms for patients.


        Form processing steps for now:

        * received POST with consent form

        1. save form

        2. parse patient data, get or create patient in current company

        3. bind form to patient

        4. add payment method for patient:

        * received POST with consent form signature data

        5. update form: add signature, change status (unsigned => signed), enable payment method


        We will void old unsigned forms after 1 hour of inactivity (change status to expired + remove card data)'
      parameters:
      - description: Resource Identifier
        in: path
        name: patient_forms
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PatientForm'
        description: Request Body
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PatientForm'
          description: OK
          headers: {}
      summary: Save and sign consent forms for patients
      tags:
      - patient_forms
      operationId: postPatientFormsByPatientFormsSign
      x-operation-id-source: derived
components:
  schemas:
    PatientForm:
      properties:
        card: {}
        card_id:
          format: int32
          type:
          - integer
          - 'null'
        client_id:
          format: int32
          type: integer
        company:
          format: int32
          type:
          - integer
          - 'null'
        created_at:
          readOnly: true
        data: {}
        date_of_birth:
          format: date
          type: string
        email:
          maxLength: 255
          type:
          - string
          - 'null'
        first_name:
          type: string
        form_type:
          type: string
        guarantor_first_name:
          type:
          - string
          - 'null'
        guarantor_last_name:
          type:
          - string
          - 'null'
        id:
          readOnly: true
          type: string
        last_name:
          type: string
        modified_at:
          readOnly: true
        patient_id:
          format: int32
          type: integer
        phone:
          maxLength: 20
          type:
          - string
          - 'null'
        status:
          type:
          - string
          - 'null'
        zip_code:
          type:
          - string
          - 'null'
      required:
      - date_of_birth
      - first_name
      - last_name
      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