Candid Health

Create a pre-encounter appointment for a patient with scheduling and eligibility metadata.

List appointment visits within a date range with pagination and sorting.

Retrieve a single appointment by its Candid appointment ID.

Update an appointment using optimistic concurrency via the next version number.

Create a charge capture holding pre-billing charge data before encounter submission.

List charge captures filtered by patient, bundle, status, service dates, or provider.

Update charge capture data or bundle assignment before aggregation.

Retrieve a single charge capture by its Candid charge capture ID.

Create an insurance coverage record for a patient with payer, plan, subscriber, and benefits data.

Update a coverage record using optimistic concurrency via the next version number.

List coverages filtered by patient, payer, and status with cursor pagination.

Retrieve a single coverage record by its Candid coverage ID.

Attach an ICD diagnosis code to an existing encounter.

Update an existing diagnosis code, code type, name, or POA indicator.

Submit a real-time 270/271 eligibility check to a payer via Stedi.

Submit a batch of eligibility checks to payers for asynchronous processing.

List professional encounters filtered by status, dates, patient, provider, payer, and more.

Create a professional encounter (claim) with patient, providers, diagnoses, and service lines.

Retrieve a single encounter (claim) with its providers, diagnoses, and service lines.

Update fields on an existing encounter (claim), including status, providers, and billing metadata.

Fetch CSV export files of claim version changes within a date window.

Retrieve a single insurance adjudication (ERA/EOB posting) by its Candid ID.

List insurance refunds filtered by payer, service line, claim, or billing provider.

Post an insurance refund with allocations to service lines, claims, or billing provider unattributed cash.

Retrieve a single insurance refund and its allocations by refund ID.

Update an insurance refund’s amount, timestamp, notes, or allocations.

Create a pre-encounter patient with demographics, contacts, guarantors, and other administrative data.

Search patients by MRN or other identifier fields.

List patients with cursor pagination, sort, filters, and free-text search.

Retrieve a single patient by their Candid patient ID.

Update a patient record using optimistic concurrency via the next version number.

Deactivate (soft-delete) a patient using optimistic concurrency via the next version number.

Retrieve a single payer from Candid’s canonical payer list by its UUID.

List all payers on Candid’s canonical payer list with optional name search.

Add a service line (CPT/HCPCS code) with charges and diagnosis pointers to an encounter.

Update an existing service line’s code, modifiers, units, charge, or diagnosis pointers.

Remove a service line from its encounter by service line ID.

List billing operations tasks filtered by status, category, assignee, or encounter.

Create a billing operations task tied to an encounter with type, category, and assignee.

Retrieve a single task with its notes, status history, and encounter reference.

Update a task’s status, assignee, notes, or blocking reasons.

List write-offs filtered by payer, claim, service line, billing provider, or account type.

Post one or more write-offs applied to a service line, claim, or billing provider.

Retrieve a single write-off record by its Candid write-off ID.

Reverse a previously posted write-off, restoring the balance on its target.