{ "info": { "name": "IntakeQ API", "description": "Documented REST API for the IntakeQ / PracticeQ practice management platform. Base URL: https://intakeq.com/api/v1. All requests require the account API key in an X-Auth-Key header. Standard subscriptions allow 10 requests/minute, max 500/day.", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json" }, "auth": { "type": "apikey", "apikey": [ { "key": "key", "value": "X-Auth-Key", "type": "string" }, { "key": "value", "value": "{{apiKey}}", "type": "string" }, { "key": "in", "value": "header", "type": "string" } ] }, "variable": [ { "key": "baseUrl", "value": "https://intakeq.com/api/v1", "type": "string" }, { "key": "apiKey", "value": "", "type": "string" } ], "item": [ { "name": "Clients", "item": [ { "name": "Query clients", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/clients?search=&page=1", "host": ["{{baseUrl}}"], "path": ["clients"], "query": [ { "key": "search", "value": "" }, { "key": "page", "value": "1" }, { "key": "includeProfile", "value": "", "disabled": true } ] }, "description": "Returns a list of clients. Max 100 records per page." } }, { "name": "Save or update a client", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{\n \"Name\": \"Jane Doe\",\n \"Email\": \"jane@example.com\"\n}" }, "url": { "raw": "{{baseUrl}}/clients", "host": ["{{baseUrl}}"], "path": ["clients"] }, "description": "Creates or updates a client. Include ClientId to update an existing client." } }, { "name": "Add tag to client", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{\n \"ClientId\": 123,\n \"Tag\": \"vip\"\n}" }, "url": { "raw": "{{baseUrl}}/clientTags", "host": ["{{baseUrl}}"], "path": ["clientTags"] }, "description": "Adds a tag to a client." } }, { "name": "Remove tag from client", "request": { "method": "DELETE", "header": [], "url": { "raw": "{{baseUrl}}/clientTags?clientId=123&tag=vip", "host": ["{{baseUrl}}"], "path": ["clientTags"], "query": [ { "key": "clientId", "value": "123" }, { "key": "tag", "value": "vip" } ] }, "description": "Removes a tag from a client." } }, { "name": "Query client diagnoses", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/client/:clientId/diagnoses", "host": ["{{baseUrl}}"], "path": ["client", ":clientId", "diagnoses"], "variable": [{ "key": "clientId", "value": "" }] }, "description": "Returns a list of diagnoses for the client." } } ] }, { "name": "Appointments", "item": [ { "name": "Query appointments", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/appointments?startDate=&endDate=&status=&page=1", "host": ["{{baseUrl}}"], "path": ["appointments"], "query": [ { "key": "client", "value": "", "disabled": true }, { "key": "startDate", "value": "" }, { "key": "endDate", "value": "" }, { "key": "status", "value": "" }, { "key": "page", "value": "1" } ] }, "description": "Returns a list of appointments." } }, { "name": "Retrieve an appointment", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/appointments/:appointmentId", "host": ["{{baseUrl}}"], "path": ["appointments", ":appointmentId"], "variable": [{ "key": "appointmentId", "value": "" }] }, "description": "Retrieves a single appointment by ID." } }, { "name": "Retrieve booking settings", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/appointments/settings", "host": ["{{baseUrl}}"], "path": ["appointments", "settings"] }, "description": "Returns services, locations, and practitioners." } }, { "name": "Create an appointment", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{\n \"PractitionerId\": \"\",\n \"ClientId\": 123,\n \"ServiceId\": \"\",\n \"LocationId\": \"\",\n \"Status\": \"Confirmed\",\n \"UtcDateTime\": 0,\n \"SendClientEmailNotification\": false,\n \"ReminderType\": \"Email\"\n}" }, "url": { "raw": "{{baseUrl}}/appointments", "host": ["{{baseUrl}}"], "path": ["appointments"] }, "description": "Creates a new appointment." } }, { "name": "Update an appointment", "request": { "method": "PUT", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{\n \"Id\": \"\",\n \"UtcDateTime\": 0\n}" }, "url": { "raw": "{{baseUrl}}/appointments", "host": ["{{baseUrl}}"], "path": ["appointments"] }, "description": "Updates an existing appointment." } }, { "name": "Cancel an appointment", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{\n \"AppointmentId\": \"\",\n \"Reason\": \"\"\n}" }, "url": { "raw": "{{baseUrl}}/appointments/cancellation", "host": ["{{baseUrl}}"], "path": ["appointments", "cancellation"] }, "description": "Cancels an appointment." } } ] }, { "name": "Intake Forms", "item": [ { "name": "Query intake summaries", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/intakes/summary?client=&startDate=&endDate=&page=1", "host": ["{{baseUrl}}"], "path": ["intakes", "summary"], "query": [ { "key": "client", "value": "" }, { "key": "startDate", "value": "" }, { "key": "endDate", "value": "" }, { "key": "page", "value": "1" } ] }, "description": "Query intake form summaries." } }, { "name": "Retrieve an intake", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/intakes/:intakeId", "host": ["{{baseUrl}}"], "path": ["intakes", ":intakeId"], "variable": [{ "key": "intakeId", "value": "" }] }, "description": "Retrieves the complete intake form as JSON." } }, { "name": "Download intake PDF", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/intakes/:intakeId/pdf", "host": ["{{baseUrl}}"], "path": ["intakes", ":intakeId", "pdf"], "variable": [{ "key": "intakeId", "value": "" }] }, "description": "Downloads the full intake package as a PDF." } }, { "name": "Download consent form PDF", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/intakes/:intakeId/consent/:consentFormId/pdf", "host": ["{{baseUrl}}"], "path": ["intakes", ":intakeId", "consent", ":consentFormId", "pdf"], "variable": [{ "key": "intakeId", "value": "" }, { "key": "consentFormId", "value": "" }] }, "description": "Downloads a single consent form as a PDF." } }, { "name": "Send a questionnaire", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/intakes/send", "host": ["{{baseUrl}}"], "path": ["intakes", "send"] }, "description": "Sends an intake questionnaire to a client." } }, { "name": "Resend a questionnaire", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/intakes/resend", "host": ["{{baseUrl}}"], "path": ["intakes", "resend"] }, "description": "Resends a previously sent intake." } }, { "name": "Update office-use answers", "request": { "method": "POST", "header": [{ "key": "Content-Type", "value": "application/json" }], "body": { "mode": "raw", "raw": "{}" }, "url": { "raw": "{{baseUrl}}/intakes", "host": ["{{baseUrl}}"], "path": ["intakes"] }, "description": "Updates office-use-only question answers on an intake." } }, { "name": "List questionnaire templates", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/questionnaires", "host": ["{{baseUrl}}"], "path": ["questionnaires"] }, "description": "Lists available questionnaire templates." } }, { "name": "List practitioners", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/practitioners", "host": ["{{baseUrl}}"], "path": ["practitioners"] }, "description": "Lists account practitioners." } } ] }, { "name": "Treatment Notes", "item": [ { "name": "Query treatment notes", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/notes/summary?client=&clientId=&status=&startDate=&endDate=&page=1", "host": ["{{baseUrl}}"], "path": ["notes", "summary"], "query": [ { "key": "client", "value": "" }, { "key": "clientId", "value": "" }, { "key": "status", "value": "" }, { "key": "startDate", "value": "" }, { "key": "endDate", "value": "" }, { "key": "page", "value": "1" } ] }, "description": "Query treatment note summaries." } }, { "name": "Retrieve a treatment note", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/notes/:noteId", "host": ["{{baseUrl}}"], "path": ["notes", ":noteId"], "variable": [{ "key": "noteId", "value": "" }] }, "description": "Retrieves the full treatment note as JSON." } }, { "name": "Download treatment note PDF", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/notes/:noteId/pdf", "host": ["{{baseUrl}}"], "path": ["notes", ":noteId", "pdf"], "variable": [{ "key": "noteId", "value": "" }] }, "description": "Downloads a treatment note as a PDF." } } ] }, { "name": "Invoices", "item": [ { "name": "Query invoices", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/invoices?clientId=&startDate=&endDate=&status=&page=1", "host": ["{{baseUrl}}"], "path": ["invoices"], "query": [ { "key": "clientId", "value": "" }, { "key": "startDate", "value": "" }, { "key": "endDate", "value": "" }, { "key": "status", "value": "" }, { "key": "page", "value": "1" } ] }, "description": "Query invoices. Max 100 records per request." } }, { "name": "Retrieve an invoice", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/invoices/:invoiceId", "host": ["{{baseUrl}}"], "path": ["invoices", ":invoiceId"], "variable": [{ "key": "invoiceId", "value": "" }] }, "description": "Retrieves a single invoice by ID." } } ] }, { "name": "Files", "item": [ { "name": "Get a client's files", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/files?clientId=123", "host": ["{{baseUrl}}"], "path": ["files"], "query": [ { "key": "clientId", "value": "123" } ] }, "description": "Lists a client's files." } }, { "name": "Get folders", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/folders", "host": ["{{baseUrl}}"], "path": ["folders"] }, "description": "Lists the account's folders." } }, { "name": "Download a file", "request": { "method": "GET", "header": [], "url": { "raw": "{{baseUrl}}/files/:fileId", "host": ["{{baseUrl}}"], "path": ["files", ":fileId"], "variable": [{ "key": "fileId", "value": "" }] }, "description": "Downloads a file by ID." } }, { "name": "Upload a file", "request": { "method": "POST", "header": [], "body": { "mode": "formdata", "formdata": [ { "key": "file", "type": "file", "src": "" } ] }, "url": { "raw": "{{baseUrl}}/files/:clientId", "host": ["{{baseUrl}}"], "path": ["files", ":clientId"], "variable": [{ "key": "clientId", "value": "" }] }, "description": "Uploads a file to a client's record." } }, { "name": "Delete a file", "request": { "method": "DELETE", "header": [], "url": { "raw": "{{baseUrl}}/files/:fileId", "host": ["{{baseUrl}}"], "path": ["files", ":fileId"], "variable": [{ "key": "fileId", "value": "" }] }, "description": "Deletes a file by ID." } } ] } ] }