API Documentation v4

Warning!

This version of the API is actively in development and changes may occur before release. We still recommend using this version as breaking changes are unlikely to occur and new endpoints are the main source of changes.

Introduction

Welcome to the Assure API. Version 4 of the API focuses on the addition of medical record requests.


Timestamps returned by requests are in the 24 hour format and use the current Central timezone (UTC-6 during CST and UTC-5 during CDT).


Authorization

Our API makes use of OAuth 2 using client credentials. If you are interested in using this service, please contact us at api@myassureservices.com. We will need your account login email and a list of endpoints you would like to use.

Example Request

We recommend you use an established OAuth library to authenticate with our API. How ever it is quite simple even with out a library.

1. Make a POST request to https://app.myassureservices.com/oauth/access_token containing the following variables:

  • grant_type = client_credentials
  • client_id = <your client id>
  • client_secret = <your client secret>
2. You will get a response back containing information. If the request failed the reason why will be returned to you. If your credentials are correct you will get a response back containing the following:
  • access_token = <generated access token>
  • token_type = Bearer
  • expires_in = 3600
3. Now that you have an access_token you can make requests to the API. If you wanted to view details for a hearing you send a GET request to the /api/v4/hearing/{hearing id} API endpoint with the following header information:
  • Authorization: Bearer <generated access token>
4. Keep in mind that your access token is only valid for the number of seconds contained in the expires_in variable that is returned to you in your authentication request. Keeping track of when your access_token expires is where a library can come in handy. You can use the same access token for all request until it expires.

Parameter Type Information

boolean: A boolean value will be a 1 or 0. 1 = true, 0 = false. When sending us data you should use a 1 or a 0 to represent boolean values.

association: An association can be an array containing arrays with a data models fields (for example a hearing with multiple notes attached) or a single object containing all data model fields depending on the association. An association may also be an empty value when no association is present.

empty values: A value of "null", "{}", "[]" or an empty string ("") should all be considered as no value(s) present.


Changes from v3

Below is a list of possible breaking changes from v3 of the API. When upgrading to v4 please make the below alterations to your setup.

  • Hearing models now properly return the hearing date field as a single date string instead of an array containing the servers timezone. This was only an issue in v3 of the API, v1 and v2 were unaffected.
  • SSN fields on DocPreHearingInfo, Hearing, and Case models are now string types to avoid possible issues with SSNs that start with a zero.
  • DocType model and endpoints have been renamed to FileType to better represent what they are used for.
  • doc_type_id field has been removed from the File model, use the file_type field instead.
  • Files create endpoint has been removed, to upload files to a hearing use the new upload endpoint on Hearings.
  • Files download endpoint has been changed to no longer require the file_type_id to be provided.
  • The CaseFiles download endpoint no longer supports base64 downloads.
  • Hearing models no longer have the user_advocate_attending field, it has been dropped in favor of the new attending association field that contains the assigned attending attorney's id, external_id, first_name and last_name fields.
  • When a request fails due to validation errors, such as leaving out a required field or providing an invalid value the "failed_rules" array that provides additional information about the rule check that failed will now properly be in the "data" field of the response instead of in the main response. See the Basic Response for more information.

Endpoints

DataTypes

list

Returns the current available data types for all data models in our system. Each model that has fields that have IDs (like status) that get mapped to strings or return a pre-defined list of values are returned in this request. This is a unique endpoint that does not return the standard basic response format and does not require authentication. This endpoint is intended to be used by you to keep an always up to date list of ID to string maps and string data lists that are available for all models that use them.

Return JSON is formatted in the following style:

{
    "DATA_MODEL_NAME": {
        "FIELD_KEY": {
            "FIELD_KEY_VALUE": "FIELD_STRING_VALUE",
            "FIELD_KEY_VALUE": "FIELD_STRING_VALUE",
        },
        "FIELD_KEY": {
            "FIELD_STRING_VALUE",
            "FIELD_STRING_VALUE"
        }
    },
    "DATA_MODEL_NAME": {
        ...
    }
}
  • "DATA_MODEL_NAME" is the name of the model that uses the listed "FIELD_KEY"s. Such as "EreFile".
  • "FIELD_KEY" is the name of the key on the model that uses the listed "FIELD_KEY_VALUE"s or "FIELD_STRING_VALUE"s. Such as the "document_type" field on the "EreFile" model.
  • When a "FIELD_KEY" has "FIELD_KEY_VALUE"s and "FIELD_STRING_VALUE"s it uses an ID as the field value that represents the "FIELD_STRING_VALUE". When "FIELD_KEY" is just a list of "FIELD_STRING_VALUE" then it uses the strings as the field values (such as the "EreFileList" "date_type" field).

A good example of a use case for this endpoint is to make sure you always have an updated list of document types that can be uploaded to the ERE when using the EreFile endpoints. The returned data on the "EreFile" key for this endpoint has the "document_type" key which provides a list of all the document types that can currently be uploaded to the ERE. The ERE will make changes to this list without notification but by checking this endpoint you can be sure you are offering all the latest document types to the user that we support uploading to the ERE without having to manually update your own lists when changes are made.

Attorneys

view

Show details related to an attorney in our system.

list

Returns an array containing available attorneys in our system.

Briefs

view

Show details related to a brief request in our system.

list

Returns an array containing available brief requests in our system.

Filters

create

Create a new brief request. Please keep in mind the following when making different types of brief requests.

  • Brief requests have additional fees separate from hearings, the requesting firm should be aware of the costs associated with making brief requests.
  • A brief may be connected to a hearing, case or nothing.
  • A hearing or case may have any number of briefs attached, when creating a brief attached to a hearing or case the Assure portal confirms the user intended to create multiple brief requests. We recommended your implementation does something similar to help prevent duplicate briefs.
  • You can use the list endpoint on briefs with the hearing_id or case_id filter to check if a hearing or case has attached briefs.
  • When making an Appellate (brief_type = 4) brief request, or setting the case_id to a case that is in the State Agency status we will automatically trigger an initial download or update for the All version of an ERE case file if the requester has ERE case file download support enabled. This means requests for these types of briefs may take longer than normal when we have to connect to the ERE. We recommend you set a request timeout to at least 120 seconds when making these types of brief requests and notify the user that there may be longer loads.
When making an Assure responsible brief request (brief_create_type = 1) please keep in mind the following:
  • If the brief request is not connected to a hearing or case you will need to upload files to the brief so Assure can complete the brief. This normally means the requester needs to upload the case file after making the brief request.
  • When connected to a hearing or case Assure will have access to files that have been uploaded to Assure and connected to the hearing or case. This means they do not need to upload files to the brief if they make use of ERE case files or already upload case files to hearings.
  • A brief is not considered complete until it passes review, as such you should only consider the status of Completed (status = 5) as a complete brief that is ready for download.
  • The finished brief file can be downloaded from a brief like other files with the Files download endpoint using the file ID found in brief_files field for the file with a file_type of Hearing Brief (file_type = 14).
When making an firm/requester responsible brief request (brief_create_type = 2) please keep in mind the following:
  • Assure is not involved in completing these briefs and it is the sole responsibility of the requester to manage these briefs however they like.
  • The assigned field will be automatically set to the requester's API account.
  • This type of brief is almost always used in conjuction with Assure's brief tool which is currently only available directly through the Assure portal.
  • When using the brief tool to complete a brief there will be no file attached to the brief because the brief tool uses a dynamic download. The user will have to either transfer the brief outside of the API to your software or be informed they need to upload the file from the brief tool to the brief, case, or hearing when completing a brief via the brief tool.
  • A firm may assign one of their attorneys or case managers on file with Assure to be responsible for the brief by sending the ID in the sub_assigned_id field when creating a brief. This allows the attorney or case manager to use the brief tool feature in the Assure portal to create a brief.

Parameters

upload

Uploads a file and attaches it to a brief request.

  • Briefs only accept a select number of file types, please review the file_type values below for the list of allowed file types.
  • The brief file type (14) can only be uploaded when the brief is a firm/requester responsible brief. Doing so will automatically update the brief request to the completed status.
  • 250MB file size limit.
  • Only .pdf, .doc, .docx, .png, .tiff, .jpg, .txt, .zip, .xls, and .xlsx files are accepted
  • When ever possible we recommend you use the multipart/form-data method of uploading to avoid the slower speeds and overhead required for base64 uploads.

Parameters

CaseFiles

view

Show details for case files connected to a case. Returns a collection containing both the Exhibited and All version of case files if present.

Parameters

download-check

Send a request to check the ERE and download available case files. A case may only have one of each type of case file attached to it. If a case file is already attached you will get an error back, please use the update-check endpoint to check for updates. This API endpoint may have longer response times than usual. Sometimes one or more status reports will have to be downloaded to verify the claimant can be found on the ERE in order to automatically select the correct credentials to use. If you encounter request timeouts please increase your request timeout to 120 or more seconds for these API requests to allow for multiple status reports to be downloaded from the ERE when required.

Parameters


Examples

Example of an error where there is already a case file attached to the provided case ID or hearing ID.

Example of an error if you try to download an exhibited case file for a case that is only at the State Agency level.

update-check

Send a request to trigger an update to check the ERE for any changes for a case file. Case files use a queue system and successful responses confirm an update check has been queued. In order to get the results of an update check you will need to subscribe to webhooks or periodically check the status of the case file with the view endpoint.

Parameters

download

Send a request to download the file attached to a case file. A file is available for download when the file_id field is set, you should use the view endpoint to check if a case file is available for download. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters


Examples

Example of an error where the case file is still in progress and not available for download yet.

Cases

create

Create a new case that is in the State Agency status. A credential ID is required to be able to pull case files.

Parameters

update

Update an existing case in our system.

Parameters

list

Returns an array containing available cases.

Filters

view

Show details for a case.

request-coverage

Requests coverage of a case by creating a Hearing based on the provided case ID and any additional provided data. Additional information is only needed if the case is missing fields that are required to create a hearing (location_id, judge_id, client_ssn). Coverage is only available for cases when they meet the following requirements:

  • Case must be an SSD case (case_type_id of 0)
  • In the Scheduled Hearing (1), Ready To Schedule (2), Pending Folder Assembly (6), Pending ALJ Assignment (8), Folder Assembly (9), Case Workup (18), or Scheduled Case On Hold (22) status.
  • Has a hearing_date set one or more days in the future.
  • Not already connected to an active hearing (hearing_id must be empty or the attached hearing must be cancelled).
  • Does not already have a pending coverage request awaiting review.
  • Has not been previously denied coverage.
Attempting to request coverage for a case that does not meet the required rules for coverage will return a HTTP 422 error with a Basic Response and the reason in the message field.

Parameters

revisions

Returns a list of changes made to a case since it was first created.

Parameters


Returns

This method returns an array of Revision Models if any changes have been made to this case since it was created. The available key fields are specific to the Case model.

delete

Deletes a State Agency case. A case must meet the following criteria to be deleted:

  • Case is in the State Agency status.
  • Case does not have a completed or in progress Exhibited case file attached.
  • Case does not have a completed or in progress All case file attached.
  • Case does not have any ERE upload files attached.

ContactEmails

create

Create a new contact email.

  • You may only have one primary contact email. Adding a new contact email with is_primary set to true will automatically set the existing contact email's is_primary to false if it exists.


Parameters

delete

Deletes a contact email. A contact email must meet the following criteria to be deleted:

  • Must not be the primary contact email. Add a new contact email as a primary email before trying to delete.
  • Must not be the only email or phone number when attached to ERE credentials. Add a new contact email or phone number to the ERE credentials before trying to delete.

ContactNumbers

create

Create a new contact number.

  • You may only have one primary contact number. Adding a new contact number with is_primary set to true will automatically set the existing contact number's is_primary to false if it exists.


Parameters

delete

Deletes a contact number. A contact number must meet the following criteria to be deleted:

  • Must not be the primary contact number. Add a new contact number as a primary number before trying to delete.
  • Must not be the only number or email when attached to ERE credentials. Add a new contact number or email to the ERE credentials before trying to delete.

DocPreHearingChecklists

view

Show details related to a pre-hearing checklist in our system.

DocPreHearingInfo

create

Submit Pre-Hearing Information for a hearing. All pre-hearing information is connected to a hearing and is used to add additional client and case rep information when a hearing requires it. In the Assure portal the pre-hearing information is displayed with other hearing information and the pre-hearing information contains fields to confirm information on the hearing is accurate. It is recommended that you also display relevant client information from the attached hearing when working with pre-hearing information and offer options for the user to update the attached hearing in the event that some client information (such as a misspelled name) does not match the information they have.

Parameters

update

Update existing pre-hearing information in our system. The ID provided should be the hearing ID the pre-hearing information is attached to. You may provide all fields with any changes or only the fields you are changing.

Parameters

view

Show details from the pre-hearing information for a hearing in our system. The ID provided should be the hearing ID the pre-hearing information is attached to.

EreCredentials

create

Create new a set of ERE credentials.

Parameters

update

Update a set of existing ERE credentials.

Parameters


Examples

Updating credentials that have been marked as outdated (outdated = 1).

Enabling case file imports for a set of credentials.

Unlocking a set of credentials the have been locked out of SSN lookups.

Restricting a set of credentials to only be edited by a specific attorney that works for the firm.

list

Returns an array containing all of a firms ERE credentials.

Filters

view

Show details for a set of ERE credentials.

ere-number

Get an existing ERE phone number or create one if none are available. ERE phone numbers belong to a firm and are the connected to a set of credentials to be used on the ERE for that set of connected credentials.

text-messages

Gets the latest text messages sent to the ERE credentials attached ERE phone number.

EreFileChanges

download

This is a special endpoint that only functions with the associated ERE file change log webhooks. By default you can not download individual ERE files. If you would like to be able to download individual ERE files when they are added during case file updates please contact support. Additional setup steps are required.
Send a request to download an ERE file. A individual ERE file is available for download up to seven days after it is downloaded for a case file update. After seven days the files are deleted. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters

EreFileLists

view

View the current list of files that were on the ERE as of the last date the case file attached to the provided case ID was created, updated, or checked for updates. This endpoint will return no data if an All or Exhibited case file has not been created for the provided case ID.
  1. The ERE may re-arrange, edit or remove files at any time, the longer the last_seen date is from the current date the less likely this list is accurate.
  2. This list does not track the history of files, this means if the ERE removes a file then it will be removed from this list when we see that it is gone.
  3. This list provides the state of the files at the time of the last case file creation or update check, not necessarily the state of the files as they currently are on the ERE.
  4. You can get an up to date ERE file list by using the CaseFiles update-check endpoint, Exhibited or All version will get the full list of files from the ERE.

Parameters

EreFiles

create

Uploads a file to our system, attaches it to a case and puts it in the queue to be uploaded to the ERE. Sending a file with this API endpoint does not guarantee the file will be uploaded to the ERE. You must subscribe to our webhooks or check the file with the view endpoint to see the current status of the file. Most files will be uploaded within a few minutes. When a ERE file has a tracking_number and a status of 4 it can be considered successfully uploaded to the ERE.

File Restrictions:
  • 200MB file size limit.
  • Only wpd, doc, docx, jpg, bmp, txt, rtf, xls, xlsx, pdf, tiff, and tif file formats are accepted.

Parameters

view

Show details for an ERE File.

list

Returns an array containing ERE file models.

Filters

download-confirmation

Download a PDF confirmation file with the data provided from the ERE for this ERE file. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/pdf" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters

download

Download the file that this EreFile model represents. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters

FhirResources

FHIR Release 4

These endpoints use the FHIR R4 Specification. Below is a list of available resource types.

FileTypes

view

Show details related to a file type in our system.

list

Returns an array containing available file types in our system.

Files

view

Show details related to a file.

download

Download a file. Files stored on Assure are archived after one year, archived files can not be downloaded over the API. You must manually request the file be removed from the archive in the Assure portal if you need to download files that were created more than a year ago. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters

HearingNotes

create

Create a new note attached to a hearing. This endpoint is intended for general notes on a hearing, if you are making a hearing note containing a request to make changes to a hearing please use the hearing update endpoint with the "note" and "initials" fields to add your note to a hearing in order for hearing schedulers to review your request. If you add a note requesting changes to a hearing with this endpoint it will not notify hearing schedulers and your request may not be seen.

Parameters

list

Returns an array of HearingNote models attached to the provided hearing ID. Hearing notes are sorted by created at in descending order.

Parameters


Filters

Hearings

create

Adds a new hearing to our system.

Parameters

update

Update an existing hearing in our system.

Parameters

view

Show details related to a hearing in our system.

list

Returns an array containing available hearings in our system.

Filters

assign

Make a request to assign an attorney to a hearing. You can get a current list of your available attorneys by using the attorney list endpoint. If there is already an assigned attorney then the current assigned attorney will be removed and the new one provided will be assigned.

Parameters

unassign

Make a request to unassign an attorney from a hearing.

Parameters

upload

Uploads a file and attaches it to a hearing. 250MB file size limit. Only .pdf, .doc, .docx, .png, .tiff, .jpg, .txt, .zip, .xls, and .xlsx files are accepted. We recommend you use the multipart/form-data method of uploading to avoid the slower speeds and overhead required for base64 uploads.

Parameters

outstanding-medical-record

Add information about an outstanding medical record request to a hearing. Used by pre-hearing information.

Parameters

Judges

view

Show details related to a judge in our system.

list

Returns an array containing available judges in our system.

Locations

view

Show details related to a location in our system.

list

Returns an array containing available locations in our system.

MedicalProfileConsents

create

Create a new medical profile consent record. Medical profile consent records are required when a Medical Profile is created with a consent_type_id of 1 (Firm Responsible). Completing a consent record is a two step process, first you will need to use this endpoint to complete the initial questionaire fields. A successful call to this create endpoint will return the ID of the created consent record. You will then need to use the upload endpoint to upload a PDF of the signed consent form to the consent record in order to complete consent. When consent is successfully completed a medical profile will automatically continue to the next steps.

Parameters

upload

Uploads a signed consent file to a medical profile consent record. 250MB file size limit. Only .pdf files are accepted. We recommend you use the multipart/form-data method of uploading to avoid the slower speeds and overhead required for base64 uploads.

Parameters

MedicalProfiles

create

Create a new medical profile. Medical profiles are unique based on SSN and hold all the required information to collection medical data about a claimant. A MedicalProfileRequest, which is used hold information about an attempt to collect any available medical data will be created automatically upon successful creation of a medical profile. If you attempt to create more than one medical profile per SSN you will get a duplication error. Use the request-update endpoint to request we check for any new available medical information for an existing medical profile, doing so will create a new medical profile request and any applicable fees will apply.

Parameters

update

Update an existing medical profile in our system. You can not update a medical profile's SSN.

Parameters

list

Returns an array containing medical profiles. Please note that most associations connected to medical profiles, such as lab data will not be displayed in the listing results due the large result sets many medical profiles contain. Please use the view endpoint to see all available data for a specific medical profile.

Filters

view

Show details for a medical profile.

resubmit

Submit a request to collect all latest available medical information for an existing medical profile, including any new information that may be available. This will cancel any in progress medical profile requests and create a new request. If you need to make updates the the medical profile please use the edit endpoint before reqesting latest data. Any applicable fees will apply.

Parameters

download

Send a request to download the latest complete medical profile PDF. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

download-provider-file

Send a request to download a medical profile provider PDF. You must provide the UID of the medical profile and the ID of the provider file you wish to download. You can find the ID of medical profile provider files when using the view endpoint on a medical profile and looking for the "id" key in the "medical_profile_provider_files" array. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

MedicalRecordProviders

list

Returns an array containing known medical record providers. case_id and at least one search filter of the available options (name, address, city, state or zip) are required for all retrieval services. You may provider additional filter options to narrow down results.

When making a request using RP the following rules apply:
  • 50 results per page are returned.
  • Standard totals and paginate options supported.
When making a request using ARC the following rules apply:
  • 100 results per page are returned.
  • There is no total results or total pages option supported by ARC, if you need to view additional results past the 100 returned you will have to increment the page value and then check if results are returned.

Parameters


Filters

download-auth

Downloads the the provider specific auth file. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

ReleasePoint ONLY

This endpoint is currently only supported by providers from RP. When running a provider search for a RP medical record request the field named auth_available is provided. When auth_available is set to "1" you may use this endpoint to download the provider specific autho file from RP that is required when making medical record requests for the selected provider. This allows you to create the medical record request with the provider specific autho already completed.

Parameters

MedicalRecordStatusNotes

view

View all status notes attached to a medical record request.

Parameters

create

Send a new status note to the retrieval service. Used to send customer service requests and responses directly to the retrieval service.

Parameters

Different retrieval services make use of different fields to create requests. We support multiple retrieval services through the same medical record API endpoints. The retrieval service column indicates which retrieval services make use of which fields. An ALL retrieval service indicates that all retrieval services share the field, there may still be specific requirements referenced in the description column that should be reviewed.

All Fields RP Fields ARC Fields

MedicalRecords

create

Create a new Medical Record request that will be sent to a retrieval service. You must first contact Assure and setup at least one retrieval service. We currently support the following retrieval services:
  1. ReleasePoint (RP)
  2. American Retrieval Company (ARC)
Creating a completed medical record request is a multiple step process. Depending on the retrieval service the required fields will differ, please be sure to adjust the fields you send depending on the retrieval service you have selected for the request.
  1. Search for an existing provider with the information you have using the /medical-record-provider endpoint. If a match is found be sure to include the account in the "medical_record_provider" array of the medical record request to avoid possible delays related to matching the correct provider.
  2. Use the /medical-record/create endpoint to attempt to create a new medical record. If successful the created MedicalRecord will be returned.
  3. Use the "id" field of the returned MedicalRecord and the /medical-record/upload endpoint to upload any required files. Use the /medical-record/attach-files endpoint if you have already uploaded files to another request and wish to attach them to these new requests to avoid having to upload duplicate files.
Please be aware that medical record retrieval services such as ReleasePoint often do maintenance making all or parts of their API not available to us. It is recommended that you prepare for temporary errors often from these services or subscribe to their maintenance notifications if they are offered.

Parameters

Different retrieval services make use of different fields to create requests. We support multiple retrieval services through the same medical record API endpoints. The retrieval service column indicates which retrieval services make use of which fields. An ALL retrieval service indicates that all retrieval services share the field, there may still be specific requirements referenced in the description column that should be reviewed.

All Fields RP Fields ARC Fields

Examples

Creating a new MedicalRecord request using RP.

Creating an additional MedicalRecord request for the same patient using RP.

list

Returns an array containing medical record requests. Defaults to return from all retrieval services, use the retrieval_service to only display from a specific retrieval service.

Filters

view

Show details for a medical record request.

Parameters

upload

Uploads a file, attaches it to a medical record request and sends it to the retrieval service. 250MB file size limit. Only pdf and tif files are accepted.

Parameters

Different retrieval services make use of different fields to create requests. We support multiple retrieval services through the same medical record API endpoints. The retrieval service column indicates which retrieval services make use of which fields. An ALL retrieval service indicates that all retrieval services share the field, there may still be specific requirements referenced in the description column that should be reviewed.

All Fields RP Fields ARC Fields

attach-files

Attaches one or more files that have already been uploaded to a medical record request and sends it to the retrieval service. This endpoint is used for attaching and sending files to the retrieval service that you have already attached to other medical record requests. This prevents the need to upload the same file multiple times for each provider and allows you to attach existing files to new requests for the same client.

Parameters

MedicareLeads

create

Create a new medicare referral. Please note that if your medicare referrals are automatically sold there is no confirmation option when creating medicare referrals over the API. If you create your medicare referral over the API with all required fields and it is eligible to be sold it will automatically be sold.

Parameters

update

Update an existing medicare referral in our system. You may provide all fields with any changes or only the fields you are changing. Please note that if your medicare referrals are automatically sold there is no confirmation option when making updates over the API. If you complete your medicare referral over the API and it is eligible to be sold it will automatically be sold.

Parameters

list

Returns an array containing medicare referrals.

Filters

view

Show details for a medicare referral.

OpenHearings

list

Returns an array containing available open hearings as bundles.

Filters

request

Put in a request to have an attorney assigned to open hearings.

Parameters

withdraw-request

Withdraw a request to have an attorney assigned to an open hearings.

Parameters

ReadyToScheduleData

create

Adds a new ready to schedule hearing to our system. A RTS hearing is a hearing with no location, date or time. If a location, date and time are provided this endpoint will instead create a new hearing request.

Parameters

update

Update an existing ready to schedule hearing in our system.

Parameters

StatusReports

create

Create a new status report import request. This will queue up a request to download the status report from the ERE for the provided credentials and then import the status report. This request does not guarantee a status report import will complete. You must subscribe to the updated.status-report webhooks to get progress information or check the status report periodically over the API using the status report view endpoint.

Parameters

view

Show details about a status report import.

list

Returns an array containing all status reports created in the last 31 days.

Filters

download

Send a request to download the raw CSV file used for a status report import. A file is available for download when the status report is in the status of 4, 5 or 8. You should use the view endpoint to check the status of the status report import before trying to download. You should verify that the HTTP status code is 200 and that the Content-Type header is not "application/json" to be sure the content of the response is file data. A Content-Type of "application/json" indicates a basic API response, most commonly an error.

Parameters

Data Models

Basic Response

The basic format of a JSON reponse returned by the API. Except when downloading files, all requests returned are in this format with a Content-Type header of "application/json". Successful requests to download files send only file data in the request with a Content-Type header (and other file specific headers) based on the file data.
The data field contains the data specific to the request, such as the returned model or an array of models.

Parameters

Attorney

Base model of an attorney.

Parameters

Brief

Base model of a brief.

Parameters

Case

Base model of a case.

Parameters

CaseFile

Base model of a case file. Case files are generated PDF files created from files on the ERE. A CaseFile model holds information used for generating the PDFs and tracking progress, it is not an indication of an actual downloadable file existing. If there is an actual file available for this case file it is linked by the file_id field. Also known as ERE Case Files.

Parameters

ContactEmail

Base model of a contact email for a user.

Parameters

ContactNumber

Base model of a contact phone number for a user.

Parameters

DocPreHearingChecklist

Base model of a pre-hearing checklist. The ID provided should be the hearing ID the pre-hearing checklist is attached to.

Parameters

DocPreHearingInfo

Base model for pre-hearing info.

Parameters

EreCredentials

Base model of credentials use to access the ERE.

Parameters

EreFile

Base model of an ERE file. ERE files hold information about a real file uploaded to the ERE through Assure. ERE files can be linked to existing files by the file_id field. If the file was uploaded by a user to specifically be sent to the ERE then this model will contain all the file information and can be downloaded by ID using the EreFile download endpoint.

Parameters

EreFileList

Base model of an ERE file list item.

Parameters

ErePhoneNumber

Base model of a ERE phone number used by a set of ERE credentials.

Parameters

File

Base model of a file.

Parameters

FileType

Base model of a file type used by File models.

Parameters

Firm

Base model of a firm user account.

Parameters

Hearing

Base model of a hearing.

Parameters

HearingCandidate

Base model of a hearing candidate relation.

Parameters

HearingNote

Base model of a hearing note.

Parameters

Judge

Base model of a hearing judge.

Parameters

Location

Base model of a hearing location.

Parameters

MedicalProfile

Base model of a medical profile. A medical profile holds all required information about a claimant that is required to make medical profile requests. A medical profile may have many medical profile requests attached to it over time. When a new medical profile is created an initial medical profile request is automatically created and connected to the medical profile.

Parameters

MedicalProfileAddress

Base model of a medical profile address. These are any additional addresses available for a medical profile.

Parameters

MedicalProfileConsent

Base model of an consent for a medical profile.

Parameters

MedicalProfileDiagnosis

Base model of a medical profile diagnosis.

Parameters

MedicalProfileEmail

Base model of a medical profile email.

Parameters

MedicalProfileLab

Base model of a medical profile lab.

Parameters

MedicalProfileLabItem

Base model of a medical profile lab item.

Parameters

MedicalProfileMedication

Base model of a medical profile medication.

Parameters

MedicalProfileName

Base model of an additional name of the client.

Parameters

MedicalProfilePhoneNumber

Base model of an additional phone number for the client.

Parameters

MedicalProfileProcedure

Base model of a medical profile procedure.

Parameters

MedicalProfileProvider

Base model of a medical profile provider.

Parameters

MedicalProfileProviderFile

Base model of a medical profile provider file. A provider file is a PDF of all the files from the same provider grouped together and bookmarked.

Parameters

MedicalProfileRequest

Base model of a medical profile request. Medical profile requests hold information about a request to collect all available medical information for the attached medical profile. A medical profile request is always attached to a medical profile.

Parameters

MedicalRecord

Base model of a medical record request.

Parameters

Different retrieval services make use of different fields when making requests. The retrieval_service field on the main MedicalRecord request indicates which retrieval service the request was sent to. The retrieval service column in the below table indicates which retrieval services makes use of the field. Fields a retrieval service does not use will not be included with the model. An ALL retrieval service indicates that all retrieval services share the field.

MedicalRecordFile

Base model of a file uploaded for a medical record request. These are files the medical record retrieval service requires in order to collect medical records. We recommend you use the multipart/form-data method of uploading to avoid the slower speeds and overhead required for base64 uploads.

Parameters

Different retrieval services make use of different fields when making requests. The retrieval_service field on the main MedicalRecord request indicates which retrieval service the request was sent to. The retrieval service column in the below table indicates which retrieval services makes use of the field. Fields a retrieval service does not use will not be included with the model. An ALL retrieval service indicates that all retrieval services share the field.

MedicalRecordPatient

Base model of a medical record patient. Used by medical record requests to send patient data with requests.

Parameters

Different retrieval services make use of different fields when making requests. The retrieval_service field on the main MedicalRecord request indicates which retrieval service the request was sent to. The retrieval service column in the below table indicates which retrieval services makes use of the field. Fields a retrieval service does not use will not be included with the model. An ALL retrieval service indicates that all retrieval services share the field.

MedicalRecordProvider

Base model of a medical record provider. Used by medical record requests to send provider data with requests.

Parameters

Different retrieval services make use of different fields when making requests. The retrieval_service field on the main MedicalRecord request indicates which retrieval service the request was sent to. The retrieval service column in the below table indicates which retrieval services makes use of the field. Fields a retrieval service does not use will not be included with the model. An ALL retrieval service indicates that all retrieval services share the field.

MedicalRecordStatusNote

Base model of a status note for a medical record request.

Parameters

Different retrieval services make use of different fields when making requests. The retrieval_service field on the main MedicalRecord request indicates which retrieval service the request was sent to. The retrieval service column in the below table indicates which retrieval services makes use of the field. Fields a retrieval service does not use will not be included with the model. An ALL retrieval service indicates that all retrieval services share the field.

MedicareLead

Base model of a medicare referral.

Parameters

Note

Base model of a note.

Parameters

OAuthClient

Base model of a user's oAuth API information.

Parameters

OpenHearing

Base model of an open hearing. An open hearing is a limited version of a hearing that is used in open hearing bundles by firms to allow other users to request coverage of their hearings.

Parameters

OpenHearingBundle

Base model of a bundle of open hearings. An open hearing bundle is a group of open hearings that occur on the same date in the same location.

Parameters

OutstandingMedicalRecord

Base model of a outstanding medical record on a hearing.

Parameters

ReadyToScheduleData

Base model of a ready to schedule hearing data.

Parameters

Revision

Base model of a Revision item.

Parameters

StatusReport

Base model of a ERE status report import.

Parameters

User

Base model of a user account.

Parameters