Use Case
We have a requirement in our application to be able to mark a claim as sent via an API call. The workflow would look like this:
- New Claim Created
- We find and bring the new claim into our application (using ShortQuery)
- We use the Open Dental API to mark the claim as sent / printed in Open Dental (this is the new API request we're making)
- We submit the claim to our clearinghouse
When we looked at the source code it looks like there is a single method called SetClaimSentOrPrinted. In that method it's doing a simple DB update on the claim, but also inserting something called an Etrans. We're not sure if we'd also need an endpoint that helps us get that Etrans record created or not. So, we may just need an endpoint that lets us set the ClaimStatus, DateSent and DateSentOrig values - OR - we may need something that allows us to execute that SetClaimSentOrPrinted code. We'd be fine with whichever one is needed for our use case or another suggestion from the Open Dental team on this.
Please let me know if I can answer any additional questions about this request. Thank you so much!