Query invoices by client, date range, status, practitioner, or invoice number, and retrieve a single invoice by ID. An invoice-events webhook fires on issue, payment, refund, cancellation, and failed auto-charge or payment-plan charge events.
openapi: 3.0.3
info:
title: IntakeQ 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.
- name: Appointments
description: Appointments, booking settings, and cancellation.
- name: Intake Forms
description: Intake questionnaires, consent forms, templates, and practitioners.
- name: Treatment Notes
description: Treatment / clinical notes and PDF export.
- name: Invoices
description: Invoice query and retrieval.
- name: Files
description: Client file attachments and folders.
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'
/appointments:
get:
operationId: queryAppointments
tags:
- Appointments
summary: Query appointments
parameters:
- name: client
in: query
description: Client name, email, or ID to filter by.
schema:
type: string
- name: startDate
in: query
schema:
type: string
format: date
- name: endDate
in: query
schema:
type: string
format: date
- name: status
in: query
schema:
type: string
- name: practitionerEmail
in: query
schema:
type: string
- name: page
in: query
schema:
type: integer
- name: updatedSince
in: query
schema:
type: string
format: date
- name: deletedOnly
in: query
schema:
type: boolean
responses:
'200':
description: A list of appointments.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/Appointment'
'401':
$ref: '#/components/responses/Unauthorized'
'429':
$ref: '#/components/responses/RateLimited'
post:
operationId: createAppointment
tags:
- Appointments
summary: Create an appointment
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AppointmentCreate'
responses:
'200':
description: The created appointment.
content:
application/json:
schema:
$ref: '#/components/schemas/Appointment'
'401':
$ref: '#/components/responses/Unauthorized'
put:
operationId: updateAppointment
tags:
- Appointments
summary: Update an appointment
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AppointmentUpdate'
responses:
'200':
description: The updated appointment.
content:
application/json:
schema:
$ref: '#/components/schemas/Appointment'
'401':
$ref: '#/components/responses/Unauthorized'
/appointments/{appointmentId}:
get:
operationId: getAppointment
tags:
- Appointments
summary: Retrieve a single appointment
parameters:
- name: appointmentId
in: path
required: true
schema:
type: string
responses:
'200':
description: The appointment.
content:
application/json:
schema:
$ref: '#/components/schemas/Appointment'
'401':
$ref: '#/components/responses/Unauthorized'
/appointments/settings:
get:
operationId: getBookingSettings
tags:
- Appointments
summary: Retrieve booking settings
description: Returns the account's services, locations, and practitioners.
responses:
'200':
description: Booking settings.
content:
application/json:
schema:
type: object
properties:
Services:
type: array
items:
type: object
additionalProperties: true
Locations:
type: array
items:
type: object
additionalProperties: true
Practitioners:
type: array
items:
$ref: '#/components/schemas/Practitioner'
'401':
$ref: '#/components/responses/Unauthorized'
/appointments/cancellation:
post:
operationId: cancelAppointment
tags:
- Appointments
summary: Cancel an appointment
requestBody:
required: true
content:
application/json:
schema:
type: object
required:
- AppointmentId
properties:
AppointmentId:
type: string
Reason:
type: string
responses:
'200':
description: The appointment was cancelled.
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/summary:
get:
operationId: queryIntakes
tags:
- Intake Forms
summary: Query intake form summaries
parameters:
- name: client
in: query
schema:
type: string
- name: startDate
in: query
schema:
type: string
format: date
- name: endDate
in: query
schema:
type: string
format: date
- name: page
in: query
schema:
type: integer
responses:
'200':
description: A list of intake summaries.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/IntakeSummary'
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/{intakeId}:
get:
operationId: getIntake
tags:
- Intake Forms
summary: Retrieve a complete intake form
parameters:
- name: intakeId
in: path
required: true
schema:
type: string
responses:
'200':
description: The full intake form as JSON.
content:
application/json:
schema:
type: object
additionalProperties: true
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/{intakeId}/pdf:
get:
operationId: downloadIntakePdf
tags:
- Intake Forms
summary: Download an intake package as PDF
parameters:
- name: intakeId
in: path
required: true
schema:
type: string
responses:
'200':
description: The intake package PDF.
content:
application/pdf:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/{intakeId}/consent/{consentFormId}/pdf:
get:
operationId: downloadConsentPdf
tags:
- Intake Forms
summary: Download a single consent form as PDF
parameters:
- name: intakeId
in: path
required: true
schema:
type: string
- name: consentFormId
in: path
required: true
schema:
type: string
responses:
'200':
description: The consent form PDF.
content:
application/pdf:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/send:
post:
operationId: sendIntake
tags:
- Intake Forms
summary: Send an intake questionnaire to a client
requestBody:
required: true
content:
application/json:
schema:
type: object
additionalProperties: true
responses:
'200':
description: The questionnaire was sent.
'401':
$ref: '#/components/responses/Unauthorized'
/intakes/resend:
post:
operationId: resendIntake
tags:
- Intake Forms
summary: Resend a previously sent intake
requestBody:
required: true
content:
application/json:
schema:
type: object
additionalProperties: true
responses:
'200':
description: The questionnaire was resent.
'401':
$ref: '#/components/responses/Unauthorized'
/intakes:
post:
operationId: updateIntakeOfficeAnswers
tags:
- Intake Forms
summary: Update office-use-only answers on an intake
requestBody:
required: true
content:
application/json:
schema:
type: object
additionalProperties: true
responses:
'200':
description: The intake was updated.
'401':
$ref: '#/components/responses/Unauthorized'
/questionnaires:
get:
operationId: listQuestionnaires
tags:
- Intake Forms
summary: List questionnaire templates
responses:
'200':
description: A list of questionnaire templates.
content:
application/json:
schema:
type: array
items:
type: object
additionalProperties: true
'401':
$ref: '#/components/responses/Unauthorized'
/practitioners:
get:
operationId: listPractitioners
tags:
- Intake Forms
summary: List account practitioners
responses:
'200':
description: A list of practitioners.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/Practitioner'
'401':
$ref: '#/components/responses/Unauthorized'
/notes/summary:
get:
operationId: queryTreatmentNotes
tags:
- Treatment Notes
summary: Query treatment note summaries
parameters:
- name: client
in: query
schema:
type: string
- name: clientId
in: query
schema:
type: integer
- name: status
in: query
schema:
type: integer
- name: startDate
in: query
schema:
type: string
format: date
- name: endDate
in: query
schema:
type: string
format: date
- name: page
in: query
schema:
type: integer
- name: updatedSince
in: query
schema:
type: string
format: date
- name: deletedOnly
in: query
schema:
type: boolean
responses:
'200':
description: A list of treatment note summaries.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/TreatmentNoteSummary'
'401':
$ref: '#/components/responses/Unauthorized'
/notes/{noteId}:
get:
operationId: getTreatmentNote
tags:
- Treatment Notes
summary: Retrieve a full treatment note
parameters:
- name: noteId
in: path
required: true
schema:
type: string
responses:
'200':
description: The full treatment note as JSON.
content:
application/json:
schema:
type: object
additionalProperties: true
'401':
$ref: '#/components/responses/Unauthorized'
/notes/{noteId}/pdf:
get:
operationId: downloadTreatmentNotePdf
tags:
- Treatment Notes
summary: Download a treatment note as PDF
parameters:
- name: noteId
in: path
required: true
schema:
type: string
responses:
'200':
description: The treatment note PDF.
content:
application/pdf:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/Unauthorized'
/invoices:
get:
operationId: queryInvoices
tags:
- Invoices
summary: Query invoices
description: Returns a maximum of 100 records per request.
parameters:
- name: clientId
in: query
schema:
type: integer
- name: startDate
in: query
schema:
type: string
format: date
- name: endDate
in: query
schema:
type: string
format: date
- name: status
in: query
schema:
type: string
- name: practitionerEmail
in: query
schema:
type: string
- name: number
in: query
schema:
type: string
- name: page
in: query
schema:
type: integer
- name: lastUpdatedStartDate
in: query
schema:
type: string
format: date
- name: lastUpdatedEndDate
in: query
schema:
type: string
format: date
responses:
'200':
description: A list of invoices.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/Invoice'
'401':
$ref: '#/components/responses/Unauthorized'
/invoices/{invoiceId}:
get:
operationId: getInvoice
tags:
- Invoices
summary: Retrieve a single invoice
parameters:
- name: invoiceId
in: path
required: true
schema:
type: string
responses:
'200':
description: The invoice.
content:
application/json:
schema:
$ref: '#/components/schemas/Invoice'
'401':
$ref: '#/components/responses/Unauthorized'
/files:
get:
operationId: getClientFiles
tags:
- Files
summary: Get a client's files
parameters:
- name: clientId
in: query
required: true
schema:
type: integer
responses:
'200':
description: A list of the client's files.
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/File'
'401':
$ref: '#/components/responses/Unauthorized'
/folders:
get:
operationId: getFolders
tags:
- Files
summary: Get folders
responses:
'200':
description: A list of folders.
content:
application/json:
schema:
type: array
items:
type: object
additionalProperties: true
'401':
$ref: '#/components/responses/Unauthorized'
/files/{fileId}:
get:
operationId: downloadFile
tags:
- Files
summary: Download a file
parameters:
- name: fileId
in: path
required: true
schema:
type: string
responses:
'200':
description: The file contents.
content:
application/octet-stream:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/Unauthorized'
delete:
operationId: deleteFile
tags:
- Files
summary: Delete a file
parameters:
- name: fileId
in: path
required: true
schema:
type: string
responses:
'200':
description: The file was deleted.
'401':
$ref: '#/components/responses/Unauthorized'
/files/{clientId}:
post:
operationId: uploadFile
tags:
- Files
summary: Upload a file to a client's record
parameters:
- name: clientId
in: path
required: true
schema:
type: string
requestBody:
required: true
content:
multipart/form-data:
schema:
type: object
properties:
file:
type: string
format: binary
responses:
'200':
description: The uploaded file.
content:
application/json:
schema:
$ref: '#/components/schemas/File'
'401':
$ref: '#/components/responses/Unauthorized'
components:
securitySchemes:
authKey:
type: apiKey
in: header
name: X-Auth-Key
description: >-
The account API key found under More > Settings > Integrations >
Developer API.
responses:
Unauthorized:
description: Missing or invalid X-Auth-Key.
RateLimited:
description: >-
Rate limit exceeded (standard subscription allows 10 requests/minute,
max 500/day).
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
Appointment:
type: object
properties:
Id:
type: string
ClientId:
type: integer
ClientName:
type: string
PractitionerId:
type: string
ServiceId:
type: string
ServiceName:
type: string
LocationId:
type: string
Status:
type: string
StartDate:
type: integer
description: Unix timestamp (ms) of the appointment start.
Duration:
type: integer
Price:
type: number
additionalProperties: true
AppointmentCreate:
type: object
required:
- PractitionerId
- ClientId
- ServiceId
- LocationId
- Status
- UtcDateTime
- SendClientEmailNotification
- ReminderType
properties:
PractitionerId:
type: string
ClientId:
type: integer
ServiceId:
type: string
LocationId:
type: string
Status:
type: string
UtcDateTime:
type: integer
description: Appointment time as a UTC Unix timestamp.
SendClientEmailNotification:
type: boolean
ReminderType:
type: string
AppointmentUpdate:
type: object
required:
- Id
- UtcDateTime
properties:
Id:
type: string
UtcDateTime:
type: integer
ServiceId:
type: string
LocationId:
type: string
Status:
type: string
SendClientEmailNotification:
type: boolean
ReminderType:
type: string
Practitioner:
type: object
properties:
Id:
type: string
CompleteName:
type: string
Email:
type: string
additionalProperties: true
IntakeSummary:
type: object
properties:
Id:
type: string
ClientName:
type: string
ClientId:
type: integer
DateCreated:
type: integer
Status:
type: string
QuestionnaireName:
type: string
additionalProperties: true
TreatmentNoteSummary:
type: object
properties:
Id:
type: string
ClientName:
type: string
ClientId:
type: integer
Status:
type: integer
Date:
type: integer
NoteName:
type: string
additionalProperties: true
Invoice:
type: object
properties:
Id:
type: string
Number:
type: string
ClientId:
type: integer
ClientName:
type: string
Status:
type: string
TotalAmount:
type: number
AmountPaid:
type: number
Currency:
type: string
DateIssued:
type: integer
additionalProperties: true
File:
type: object
properties:
Id:
type: string
FileName:
type: string
ContentType:
type: string
DateCreated:
type: integer
additionalProperties: true