simplepractice_list_document_requests
List document requests sent to clients, filtering for outstanding items. Optionally include full document bodies for review.
Instructions
Paperwork the practice has sent — consents, questionnaires, contact and insurance forms, Good Faith Estimates, shared files. Use outstandingOnly to see just what still needs the client's attention.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pageSize | No | ||
| includeBody | No | Include the full document body/questions. Off by default — these are long. | |
| outstandingOnly | No | Return only requests that are not completed or locked. |