Search clients
intakeq_list_clientsSearch the practice's clients (patients) by name, email or client number, by created/updated date range, by external id, or by a custom field. Without include_profile it returns Name, Email, Phone and ClientNumber; with include_profile=true it returns the full profile (address, insurance, tags, custom fields, linked clients). Max 100 per page. IntakeQ: GET /clients.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (1, 2, ...). Each page holds at most 100 records. | |
| search | No | Client name, email, or numeric client id. | |
| deleted_only | No | true = only clients deleted in the last 10 days. | |
| custom_fields | No | Match on custom fields: { "<FieldId>": "<value>" } (sent as custom.<FieldId>=<value>). | |
| include_profile | No | true = return the full client profile. | |
| date_created_end | No | Created on or before (yyyy-MM-dd). | |
| date_updated_end | No | Updated on or before (yyyy-MM-dd). | |
| date_created_start | No | Created on or after (yyyy-MM-dd). | |
| date_updated_start | No | Updated on or after (yyyy-MM-dd). | |
| external_client_id | No | Look up by your external client id. |