Create or update a client
intakeq_save_clientCreate a client, or update one. With ClientId the existing client is updated. WITHOUT ClientId IntakeQ still tries to match an existing client by first name + email (or first name + phone) and updates that one instead of creating a duplicate. For updates, fetch the full profile first (intakeq_list_clients with include_profile=true) and send it back with your changes, so no field is unintentionally cleared. Field names are IntakeQ's own. Dates are Unix timestamps in milliseconds. IntakeQ: POST /clients.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| City | No | ||
| Name | No | Full name. | |
| No | |||
| Phone | No | ||
| Gender | No | ||
| Address | No | Full address, or send the components below instead. | |
| Country | No | ||
| Archived | No | ||
| ClientId | No | Update this existing client. | |
| LastName | No | ||
| FirstName | No | ||
| HomePhone | No | ||
| WorkPhone | No | ||
| MiddleName | No | ||
| PostalCode | No | ||
| StateShort | No | ||
| UnitNumber | No | ||
| DateOfBirth | No | Unix timestamp in ms. | |
| MobilePhone | No | ||
| CustomFields | No | Custom field values (FieldId + Value). | |
| MaritalStatus | No | ||
| StreetAddress | No | ||
| PractitionerId | No | Assign to this practitioner. | |
| ExternalClientId | No | ||
| AdditionalInformation | No | ||
| PrimaryInsuranceCompany | No | ||
| SecondaryInsuranceCompany | No | ||
| PrimaryInsuranceHolderName | No | ||
| PrimaryInsuranceGroupNumber | No | ||
| PrimaryInsurancePolicyNumber | No | ||
| PrimaryInsuranceRelationship | No | ||
| SecondaryInsuranceHolderName | No | ||
| SecondaryInsuranceGroupNumber | No | ||
| SecondaryInsurancePolicyNumber | No | ||
| SecondaryInsuranceRelationship | No | ||
| PrimaryInsuranceHolderDateOfBirth | No | Unix timestamp in ms. | |
| SecondaryInsuranceHolderDateOfBirth | No | Unix timestamp in ms. |