openapi: 3.2.0
info:
  version: 2.0.0
  title: Rest-Service Checklists API
  x-logo:
    url: https://lumahealth-assets.s3.us-west-2.amazonaws.com/new_luma_logo_black.png
    backgroundColor: '#FFFFFF'
    altText: Luma Health
  description: OpenAPI [Basic Structure](https://swagger.io/docs/specification/basic-structure/)
servers:
- url: https://api.lumahealth.io/api/v2
security:
- Bearer: []
tags:
- name: checklists
  description: Per-appointment, per-patient instances of required pre-visit tasks generated from a checklist template
paths:
  /checklists:
    get:
      summary: List checklists
      operationId: checklistsList
      tags:
      - checklists
      parameters:
      - name: appointment
        in: query
        description: ID of an appointment.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      - name: patient
        in: query
        description: ID of a patient.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      - name: template
        in: query
        description: ID of a ChecklistTemplate.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      - name: status
        in: query
        schema:
          type: string
          enum:
          - empty
          - pending
          - sent
          - in-progress
          - completed
      - $ref: '#/components/parameters/userParam'
      - $ref: '#/components/parameters/deletedParam'
      - $ref: '#/components/parameters/createdByParam'
      - $ref: '#/components/parameters/updatedByParam'
      - $ref: '#/components/parameters/createdAtParam'
      - $ref: '#/components/parameters/updatedAtParam'
      - $ref: '#/components/parameters/pageParam'
      - $ref: '#/components/parameters/limitParam'
      - $ref: '#/components/parameters/populateParam'
      - $ref: '#/components/parameters/selectParam'
      responses:
        '200':
          description: List of checklists
          content:
            application/json:
              schema:
                type: object
                required:
                - response
                - page
                - size
                properties:
                  response:
                    type: array
                    minItems: 0
                    items:
                      $ref: '#/components/schemas/ChecklistResponse'
                  page:
                    type: integer
                    format: int32
                    minimum: 1
                  size:
                    type: integer
                    format: int32
                    minimum: 0
                additionalProperties: false
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
    post:
      summary: Create a checklist
      operationId: checklistCreate
      tags:
      - checklists
      requestBody:
        description: Create a checklist
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ChecklistRequestCreate'
      responses:
        '201':
          description: Successful creation
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
  /checklists/{checklistId}:
    get:
      summary: Get checklist by id
      operationId: checklistGet
      tags:
      - checklists
      parameters:
      - name: checklistId
        in: path
        required: true
        description: Checklist's unique identifier in Luma's database.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      responses:
        '200':
          description: Checklist
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
    put:
      summary: Update a checklist
      operationId: checklistUpdate
      tags:
      - checklists
      parameters:
      - name: checklistId
        in: path
        required: true
        description: Checklist's unique identifier in Luma's database.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      requestBody:
        description: A checklist (full or partial) to be updated
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ChecklistRequestUpdate'
      responses:
        '200':
          description: Checklist
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
    delete:
      summary: Delete a checklist
      operationId: checklistDelete
      tags:
      - checklists
      parameters:
      - name: checklistId
        in: path
        required: true
        description: Checklist's unique identifier in Luma's database.
        schema:
          type: string
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
      responses:
        '200':
          description: Deleted checklist
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
  /checklists/replace:
    post:
      summary: Build a checklist from a template, replacing an appointment's checklist
      description: Builds a new checklist from a ChecklistTemplate for a given appointment and patient, evaluating the template's filters against that appointment and patient, and replaces any checklist currently attached to the appointment.
      operationId: checklistReplace
      tags:
      - checklists
      requestBody:
        description: The template, appointment, and patient to build the checklist from
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - checklistTemplate
              - appointment
              - patient
              properties:
                checklistTemplate:
                  type: string
                  description: ID of the ChecklistTemplate to build from.
                  pattern: '[0-9a-f]'
                  minLength: 24
                  maxLength: 24
                appointment:
                  type: string
                  description: ID of the appointment to attach the new checklist to.
                  pattern: '[0-9a-f]'
                  minLength: 24
                  maxLength: 24
                patient:
                  type: string
                  description: ID of the patient the checklist is for.
                  pattern: '[0-9a-f]'
                  minLength: 24
                  maxLength: 24
                sendMessage:
                  type: boolean
                  description: Whether to send the patient a message about the new checklist.
                  default: true
      responses:
        '200':
          description: The newly built checklist
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
  /checklists/send:
    post:
      summary: Send a patient's checklist message
      description: (Re)sends the patient-facing message for an appointment's checklist.
      operationId: checklistSend
      tags:
      - checklists
      requestBody:
        description: The patient and appointment whose checklist message should be sent
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - patient
              - appointment
              properties:
                patient:
                  type: string
                  description: ID of the patient to send the checklist message to.
                  pattern: '[0-9a-f]'
                  minLength: 24
                  maxLength: 24
                appointment:
                  type: string
                  description: ID of the appointment whose checklist message should be sent.
                  pattern: '[0-9a-f]'
                  minLength: 24
                  maxLength: 24
      responses:
        '200':
          description: Checklist message sent
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChecklistResponse'
        '401':
          description: Not authenticated
        '403':
          description: Access token does not have the required scope
components:
  schemas:
    ChecklistRequestCreate:
      type: object
      required:
      - name
      - template
      - appointment
      - patient
      - source
      properties:
        _id:
          $ref: '#/components/schemas/idParam'
        user:
          $ref: '#/components/schemas/userParam'
        deleted:
          $ref: '#/components/schemas/deletedParam'
        createdBy:
          $ref: '#/components/schemas/createdByParam'
        updatedBy:
          $ref: '#/components/schemas/updatedByParam'
        createdAt:
          $ref: '#/components/schemas/createdAtParam'
        updatedAt:
          $ref: '#/components/schemas/updatedAtParam'
        name:
          type: string
          description: Name of the checklist.
        template:
          type: string
          description: ID of the ChecklistTemplate this checklist was generated from.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        appointment:
          type: string
          description: ID of the appointment this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        patient:
          type: string
          description: ID of the patient this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        status:
          type: string
          description: Overall status of the checklist.
          enum:
          - empty
          - pending
          - sent
          - in-progress
          - completed
        source:
          type: string
          description: How this checklist was created.
          enum:
          - appointment
          - message
          - manual
        items:
          type: array
          description: The individual pre-visit tasks that make up this checklist.
          items:
            type: object
            properties:
              name:
                type: object
                description: Localized name of this item, keyed by language code.
                additionalProperties:
                  type: string
              category:
                type: string
                description: The category this item belongs to.
                enum:
                - intake
                - demographics
                - consent
                - insurance
                - payment
              status:
                type: string
                description: Status of this individual item.
                default: pending
                enum:
                - not-ready
                - pending
                - in-progress
                - skipped
                - completed
              ref:
                type: string
                description: Type of resource this item's `refId` points to.
                enum:
                - patient-form
                - insurance
                - payment
              refId:
                type: string
                description: ID of the resource (of type `ref`) that satisfies this item.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              templateItemRef:
                type: string
                description: ID of the ChecklistTemplateItem this item was generated from.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              visible:
                type: boolean
                description: Whether this item is visible to the patient.
                default: false
              expiresAt:
                type: string
                format: date-time
                description: When this item expires.
              completedAt:
                type: string
                format: date-time
                description: When this item was completed.
        completedAt:
          type: string
          format: date-time
          description: When the entire checklist was completed.
    userParam:
      in: query
      name: user
      required: false
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      description: The ID of the root account user.
    ChecklistResponse:
      type: object
      description: 'A Checklist is a per-appointment, per-patient instance of required pre-visit tasks (forms, insurance, consent, payment) generated at build time from a ChecklistTemplate. It is a materialized, point-in-time snapshot: editing the source template does not retroactively change existing checklists.'
      properties:
        _id:
          $ref: '#/components/schemas/idParam'
        user:
          $ref: '#/components/schemas/userParam'
        deleted:
          $ref: '#/components/schemas/deletedParam'
        createdBy:
          $ref: '#/components/schemas/createdByParam'
        updatedBy:
          $ref: '#/components/schemas/updatedByParam'
        createdAt:
          $ref: '#/components/schemas/createdAtParam'
        updatedAt:
          $ref: '#/components/schemas/updatedAtParam'
        name:
          type: string
          description: Name of the checklist.
        template:
          type: string
          description: ID of the ChecklistTemplate this checklist was generated from.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        appointment:
          type: string
          description: ID of the appointment this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        patient:
          type: string
          description: ID of the patient this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        status:
          type: string
          description: Overall status of the checklist.
          enum:
          - empty
          - pending
          - sent
          - in-progress
          - completed
        source:
          type: string
          description: How this checklist was created.
          enum:
          - appointment
          - message
          - manual
        items:
          type: array
          description: The individual pre-visit tasks that make up this checklist.
          items:
            type: object
            properties:
              name:
                type: object
                description: Localized name of this item, keyed by language code.
                additionalProperties:
                  type: string
              category:
                type: string
                description: The category this item belongs to.
                enum:
                - intake
                - demographics
                - consent
                - insurance
                - payment
              status:
                type: string
                description: Status of this individual item.
                default: pending
                enum:
                - not-ready
                - pending
                - in-progress
                - skipped
                - completed
              ref:
                type: string
                description: Type of resource this item's `refId` points to.
                enum:
                - patient-form
                - insurance
                - payment
              refId:
                type: string
                description: ID of the resource (of type `ref`) that satisfies this item.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              templateItemRef:
                type: string
                description: ID of the ChecklistTemplateItem this item was generated from.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              visible:
                type: boolean
                description: Whether this item is visible to the patient.
                default: false
              expiresAt:
                type: string
                format: date-time
                description: When this item expires.
              completedAt:
                type: string
                format: date-time
                description: When this item was completed.
        completedAt:
          type: string
          format: date-time
          description: When the entire checklist was completed.
    idParam:
      in: query
      name: _id
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      required: false
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      description: Luma's internal ID of an object.
    updatedAtParam:
      in: query
      name: updatedAt
      type: string
      format: date-time
      schema:
        type: string
        format: date-time
      required: false
      description: The date/time when this object was updated.
    createdAtParam:
      in: query
      name: createdAt
      type: string
      format: date-time
      schema:
        type: string
        format: date-time
      required: false
      description: The date/time when this object was created.
    updatedByParam:
      in: query
      name: updatedBy
      required: false
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      description: The ID of the user who updated this object.
    ChecklistRequestUpdate:
      type: object
      properties:
        _id:
          $ref: '#/components/schemas/idParam'
        user:
          $ref: '#/components/schemas/userParam'
        deleted:
          $ref: '#/components/schemas/deletedParam'
        createdBy:
          $ref: '#/components/schemas/createdByParam'
        updatedBy:
          $ref: '#/components/schemas/updatedByParam'
        createdAt:
          $ref: '#/components/schemas/createdAtParam'
        updatedAt:
          $ref: '#/components/schemas/updatedAtParam'
        name:
          type: string
          description: Name of the checklist.
        template:
          type: string
          description: ID of the ChecklistTemplate this checklist was generated from.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        appointment:
          type: string
          description: ID of the appointment this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        patient:
          type: string
          description: ID of the patient this checklist belongs to.
          pattern: '[0-9a-f]'
          minLength: 24
          maxLength: 24
        status:
          type: string
          description: Overall status of the checklist.
          enum:
          - empty
          - pending
          - sent
          - in-progress
          - completed
        source:
          type: string
          description: How this checklist was created.
          enum:
          - appointment
          - message
          - manual
        items:
          type: array
          description: The individual pre-visit tasks that make up this checklist.
          items:
            type: object
            properties:
              name:
                type: object
                description: Localized name of this item, keyed by language code.
                additionalProperties:
                  type: string
              category:
                type: string
                description: The category this item belongs to.
                enum:
                - intake
                - demographics
                - consent
                - insurance
                - payment
              status:
                type: string
                description: Status of this individual item.
                default: pending
                enum:
                - not-ready
                - pending
                - in-progress
                - skipped
                - completed
              ref:
                type: string
                description: Type of resource this item's `refId` points to.
                enum:
                - patient-form
                - insurance
                - payment
              refId:
                type: string
                description: ID of the resource (of type `ref`) that satisfies this item.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              templateItemRef:
                type: string
                description: ID of the ChecklistTemplateItem this item was generated from.
                pattern: '[0-9a-f]'
                minLength: 24
                maxLength: 24
              visible:
                type: boolean
                description: Whether this item is visible to the patient.
                default: false
              expiresAt:
                type: string
                format: date-time
                description: When this item expires.
              completedAt:
                type: string
                format: date-time
                description: When this item was completed.
        completedAt:
          type: string
          format: date-time
          description: When the entire checklist was completed.
    deletedParam:
      in: query
      name: deleted
      required: false
      type: number
      enum:
      - 0
      - 1
      schema:
        type: number
        enum:
        - 0
        - 1
      description: Flag for logical deletion where 1 means deleted.
    createdByParam:
      in: query
      name: createdBy
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      required: false
      description: The ID of the user who created this object.
  parameters:
    pageParam:
      in: query
      name: page
      required: false
      type: integer
      format: int32
      default: 1
      minimum: 1
      schema:
        type: integer
        format: int32
        default: 1
        minimum: 1
    createdAtParam:
      in: query
      name: createdAt
      type: string
      format: date-time
      schema:
        type: string
        format: date-time
      required: false
      description: The date/time when this object was created.
    updatedAtParam:
      in: query
      name: updatedAt
      type: string
      format: date-time
      schema:
        type: string
        format: date-time
      required: false
      description: The date/time when this object was updated.
    updatedByParam:
      in: query
      name: updatedBy
      required: false
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      description: The ID of the user who updated this object.
    createdByParam:
      in: query
      name: createdBy
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      required: false
      description: The ID of the user who created this object.
    populateParam:
      name: _populate
      in: query
      description: Response properties which will be replaced by the referenced objects, separated by commas.
      required: false
      type: string
      schema:
        type: string
    selectParam:
      name: _select
      in: query
      description: Response properties that should be returned, separated by commas.
      required: false
      type: string
      schema:
        type: string
    deletedParam:
      in: query
      name: deleted
      required: false
      type: number
      enum:
      - 0
      - 1
      schema:
        type: number
        enum:
        - 0
        - 1
      description: Flag for logical deletion where 1 means deleted.
    limitParam:
      name: limit
      in: query
      description: How many items to fetch per page
      required: false
      type: integer
      format: int32
      default: 500
      minimum: 1
      maximum: 1000
      schema:
        type: integer
        format: int32
        default: 500
        minimum: 1
        maximum: 1000
    userParam:
      in: query
      name: user
      required: false
      type: string
      pattern: '[0-9a-f]'
      minLength: 24
      maxLength: 24
      schema:
        type: string
        pattern: '[0-9a-f]'
        minLength: 24
        maxLength: 24
      description: The ID of the root account user.
  securitySchemes:
    Bearer:
      type: http
      scheme: bearer
      bearerFormat: JWT