ClinicCards

The API adapter is implemented. Validate your own account and authorized actions before routing production calls.

Before you start

Connect the account belonging to this business and workspace. Vendor subscriptions, API limits and role permissions still apply.

API: ClinicCards clinic management REST API

Authentication: Clinic API key in Token header

Get access and connect

1. A clinic owner opens Settings → Other → Clinic settings and generates the ClinicCards API key.
2. Save the key in Verbatik and test /api/clinic-profile.
3. Read staff, cabinets and fee-schedule IDs. Determine free time from provider shifts minus appointments and reserved time blocks.
4. Find or create the patient and book a visit using patient, doctor and cabinet IDs. Start/end times must follow ClinicCards' five-minute schedule increments.
5. Rescheduling and cancellation send all required visit fields. Cancellation sets CANCELLED and preserves the record instead of deleting it.

Account requirements

• ClinicCards clinic owner/admin
• Generated clinic API key
• Doctor, cabinet, patient and optional fee schedule IDs

Permissions

• Clinic-level API access to patients, appointments, staff, rooms, shifts and time blocks

Grant the subset needed for the actions you enable. API scopes do not override the connected user’s record permissions or vendor validation rules.

Connection fields

• accessToken — API key or authorized access token (required). Secret fields are saved as workspace credentials.

Available actions

• test_connection — Read. Read clinic profile
• list_staff — Read. Read clinic staff
• list_cabinets — Read. Read treatment rooms
• list_services — Read. Read fee schedule
• list_appointments — Read. Read appointments for a bounded date range. Combine shifts, appointments and reserved blocks to determine free time.
• list_shifts — Read. Read provider shifts for a bounded date range. Combine shifts, appointments and reserved blocks to determine free time.
• list_reserved_blocks — Read. Read reserved time blocks for a bounded date range. Combine shifts, appointments and reserved blocks to determine free time.
• find_patient — Read. Read matching patients by phone, using international digits without the plus sign.
• create_patient — Write. Create a patient with contact details.
• update_patient — Write. Update an existing patient's name or contact details.
• create_appointment — Write. Create a visit after checking shifts, appointments and reserved blocks.
• reschedule_appointment — Write. Update a visit's full scheduling fields, preserving patient/doctor/room details.
• cancel_appointment — Write. Mark a visit CANCELLED while retaining its record. Supply the original patient/doctor/room/time fields.

Verify before going live

Run Test connection and one read action against a known permitted record. Then test each intended write in an authorized sandbox. Check the provider’s own record and the Verbatik receipt. Publish the agent after assigning its tools. If a write has an unknown outcome, reconcile it with the vendor before trying again.

Vendor documentation

• Setup and API documentation
• Additional provider reference
• Additional provider reference