IntakeQ Clients API

openapi: 3.0.3
info:
  title: IntakeQ Appointments Clients API
  description: The IntakeQ API is a documented REST API for the IntakeQ / PracticeQ practice management platform used by health and wellness practitioners. It exposes clients, appointments, intake questionnaires and consent forms, treatment notes, invoices, and file attachments. All endpoints live under https://intakeq.com/api/v1 and every request must carry the account's API key in an `X-Auth-Key` header (found under More > Settings > Integrations > Developer API). Several resources also emit webhooks (intake completed, note locked, invoice events) configured in the API settings; those are server-to-endpoint HTTP callbacks and are not modeled as request/response operations here.
  version: '1.0'
  contact:
    name: IntakeQ
    url: https://intakeq.com
servers:
- url: https://intakeq.com/api/v1
  description: IntakeQ production API
security:
- authKey: []
tags:
- name: Clients
  description: Clients (patients), tags, and diagnoses.
paths:
  /clients:
    get:
      operationId: queryClients
      tags:
      - Clients
      summary: Query clients
      description: Returns a list of clients. Filter with the query parameters below. Returns a maximum of 100 records per page.
      parameters:
      - name: search
        in: query
        description: Name, email, or numeric client ID to search for.
        schema:
          type: string
      - name: page
        in: query
        description: Page number for pagination (max 100 records per page).
        schema:
          type: integer
      - name: includeProfile
        in: query
        description: Set to 'true' to include the full client profile.
        schema:
          type: boolean
      - name: dateCreatedStart
        in: query
        schema:
          type: string
          format: date
      - name: dateCreatedEnd
        in: query
        schema:
          type: string
          format: date
      - name: dateUpdatedStart
        in: query
        schema:
          type: string
          format: date
      - name: dateUpdatedEnd
        in: query
        schema:
          type: string
          format: date
      - name: externalClientId
        in: query
        description: Search by external client ID.
        schema:
          type: string
      - name: deletedOnly
        in: query
        description: Return only deleted clients (retrievable within 10 days of deletion).
        schema:
          type: boolean
      responses:
        '200':
          description: A list of clients.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Client'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
    post:
      operationId: saveClient
      tags:
      - Clients
      summary: Save or update a client
      description: Creates a new client or updates an existing one. Include `ClientId` in the body to update an existing client; omit it to create a new client.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Client'
      responses:
        '200':
          description: The saved client.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Client'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
  /clientTags:
    post:
      operationId: addClientTag
      tags:
      - Clients
      summary: Add a tag to a client
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - ClientId
              - Tag
              properties:
                ClientId:
                  type: integer
                Tag:
                  type: string
      responses:
        '200':
          description: Tag added.
        '401':
          $ref: '#/components/responses/Unauthorized'
    delete:
      operationId: removeClientTag
      tags:
      - Clients
      summary: Remove a tag from a client
      parameters:
      - name: clientId
        in: query
        required: true
        schema:
          type: integer
      - name: tag
        in: query
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Tag removed.
        '401':
          $ref: '#/components/responses/Unauthorized'
  /client/{clientId}/diagnoses:
    get:
      operationId: queryClientDiagnoses
      tags:
      - Clients
      summary: Query a client's diagnoses
      parameters:
      - name: clientId
        in: path
        required: true
        schema:
          type: integer
      responses:
        '200':
          description: A list of diagnoses for the client.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
                  additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  responses:
    RateLimited:
      description: Rate limit exceeded (standard subscription allows 10 requests/minute, max 500/day).
    Unauthorized:
      description: Missing or invalid X-Auth-Key.
  schemas:
    Client:
      type: object
      properties:
        ClientId:
          type: integer
        Name:
          type: string
        FirstName:
          type: string
        LastName:
          type: string
        Email:
          type: string
        Phone:
          type: string
        DateOfBirth:
          type: string
        ExternalClientId:
          type: string
        Tags:
          type: array
          items:
            type: string
        Archived:
          type: boolean
      additionalProperties: true
  securitySchemes:
    authKey:
      type: apiKey
      in: header
      name: X-Auth-Key
      description: The account API key found under More > Settings > Integrations > Developer API.