- Create a pre-encounter appointment for a patient with scheduling and eligibility metadata.
- List appointment visits within a date range with pagination and sorting.
- Retrieve a single appointment by its Candid appointment ID.
- Update an appointment using optimistic concurrency via the next version number.
- Create a charge capture holding pre-billing charge data before encounter submission.
- List charge captures filtered by patient, bundle, status, service dates, or provider.
- Update charge capture data or bundle assignment before aggregation.
- Retrieve a single charge capture by its Candid charge capture ID.
- Create an insurance coverage record for a patient with payer, plan, subscriber, and benefits data.
- Update a coverage record using optimistic concurrency via the next version number.
- List coverages filtered by patient, payer, and status with cursor pagination.
- Retrieve a single coverage record by its Candid coverage ID.
- Attach an ICD diagnosis code to an existing encounter.
- Update an existing diagnosis code, code type, name, or POA indicator.
- Submit a real-time 270/271 eligibility check to a payer via Stedi.
- Submit a batch of eligibility checks to payers for asynchronous processing.
- List professional encounters filtered by status, dates, patient, provider, payer, and more.
- Create a professional encounter (claim) with patient, providers, diagnoses, and service lines.
- Retrieve a single encounter (claim) with its providers, diagnoses, and service lines.
- Update fields on an existing encounter (claim), including status, providers, and billing metadata.
- Fetch CSV export files of claim version changes within a date window.
- Retrieve a single insurance adjudication (ERA/EOB posting) by its Candid ID.
- List insurance refunds filtered by payer, service line, claim, or billing provider.
- Post an insurance refund with allocations to service lines, claims, or billing provider unattributed cash.
- Retrieve a single insurance refund and its allocations by refund ID.
- Update an insurance refund's amount, timestamp, notes, or allocations.
- Create a pre-encounter patient with demographics, contacts, guarantors, and other administrative data.
- Search patients by MRN or other identifier fields.
- List patients with cursor pagination, sort, filters, and free-text search.
- Retrieve a single patient by their Candid patient ID.
- Update a patient record using optimistic concurrency via the next version number.
- Deactivate (soft-delete) a patient using optimistic concurrency via the next version number.
- Retrieve a single payer from Candid's canonical payer list by its UUID.
- List all payers on Candid's canonical payer list with optional name search.
- Add a service line (CPT/HCPCS code) with charges and diagnosis pointers to an encounter.
- Update an existing service line's code, modifiers, units, charge, or diagnosis pointers.
- Remove a service line from its encounter by service line ID.
- List billing operations tasks filtered by status, category, assignee, or encounter.
- Create a billing operations task tied to an encounter with type, category, and assignee.
- Retrieve a single task with its notes, status history, and encounter reference.
- Update a task's status, assignee, notes, or blocking reasons.
- List write-offs filtered by payer, claim, service line, billing provider, or account type.
- Post one or more write-offs applied to a service line, claim, or billing provider.
- Retrieve a single write-off record by its Candid write-off ID.
- Reverse a previously posted write-off, restoring the balance on its target.
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