CareTend API Release Notes - 3/9/2026 - 3/20/2026

Issue Number

Jira Number

Release Note

Collection

API Version

Availability

N/A

HCSI-4142

Added a POST /v4/patients/{mrn}/userdefinedfields endpoint to create user-defined field values for patient records in CareTend. This endpoint validates the patient exists, accepts container-based user-defined field data, and creates custom patient attributes configured by healthcare administrators. On success, the API returns the newly created user-defined field container with values, allowing external systems to capture custom patient data such as program enrollment, social determinants, or facility-specific attributes without manual CareTend Desktop entry.

Employees

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4317

Added a POST /v4/patients/{mrn}/ancillaryproviders endpoint to create new patient-to-ancillary provider relationships in CareTend. This endpoint validates the provider exists, verifies the relationship type, and ensures the patient record is valid before creating the association. On success, the API returns the newly created relationship record with a unique identifier, enabling external systems to manage care team coordination.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4318

Added a DELETE /v4/patients/{mrn}/ancillaryproviders/ endpoint to remove patient-to-ancillary provider relationships from CareTend. This endpoint validates the relationship exists and checks for dependencies before allowing deletion. On success, the API returns a 204 No Content response confirming the relationship has been removed, allowing external systems to maintain accurate care team associations.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4320

Added a DELETE /v4/patients/{mrn}/providers/ endpoint to remove patient-to-provider relationships by provider ID from CareTend. This endpoint validates the relationship exists and checks for dependencies before allowing deletion. On success, the API returns a 204 No Content response confirming the relationship has been removed, allowing external systems to maintain accurate provider assignments.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4321

Added a GET /v4/patients/{mrn}/ancillaryproviders endpoint to retrieve all ancillary provider relationships for a patient identified by medical record number. This endpoint accepts search parameters and returns a collection of ancillary provider associations including provider details, relationship type, and effective dates. On success, the API returns ancillary provider records, allowing external systems to maintain coordinated care team information.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4327

Added a
PATCH /v4/patients/{mrn}/policies/
endpoint to update existing patient insurance policies in CareTend. This endpoint validates policy information including payer plan, policy number, coverage dates, and authorization details, applying updates to the existing policy record while maintaining referential integrity. On success, the API returns the updated policy record, enabling external systems to keep insurance information synchronized for accurate billing operations.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-4328

Added a GET /v4/patients/{mrn}/policies endpoint to retrieve all insurance policies for a patient identified by medical record number. This endpoint accepts search parameters including policy status, payer type, and coverage dates, returning matching insurance policy records from CareTend. On success, the API returns a collection of policy records with payer information, coverage details, and authorization data, supporting billing and insurance verification workflows.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5246

Added a
GET /v4/patients/{mrn}/assessments
endpoint to retrieve patient assessment records based on assessment type and date range criteria. This endpoint accepts patient medical record number, assessment type filters, and date range parameters to return matching clinical assessment records from CareTend. On success, the API returns a collection of patient assessment documents with assessment dates, types, scores, and clinical findings, supporting clinical decision support, quality reporting, and care coordination workflows for patient care management.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5312

Added a POST /v4/providers/{providerId}/userdefinedfields endpoint to initialize empty user-defined field containers for provider records in CareTend. This endpoint accepts a provider ID and creates the base container structure for custom provider attributes without requiring initial values. On success, the API returns the newly created container with empty field values and unique identifiers, allowing external systems to prepare provider records for subsequent user-defined field updates through other API operations.

Providers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5313

Added a GET /v4/providers/{providerId}/userdefinedfields endpoint to retrieve user-defined field values for provider records in CareTend. This endpoint accepts a provider ID and returns all configured user-defined field containers including container IDs, names, and field values. On success, the API returns the complete set of custom provider attributes, allowing external systems to display, validate, or synchronize user-defined provider data for credentialing, provider directory management, and regulatory compliance workflows. | Providers

Providers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5314

Added a PATCH /v4/providers/{providerId}/userdefinedfields endpoint to update user-defined field values for provider records in CareTend. This endpoint validates the provider exists, accepts container-based user-defined field data, and applies updates to custom provider attributes configured by healthcare administrators. On success, the API returns the updated user-defined field container with current values, allowing external systems to synchronize custom provider data such as credentials, specialties, or organizational attributes without manual CareTend Desktop entry.

Providers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5315

Enhanced the
PATCH /v4/clinicianvisits/{id}
endpoint to enforce comprehensive validation rules matching CareTend Desktop UI business logic. This enhancement adds field-level validation for clinician visit updates including visit date, visit type, clinician assignment, service codes, and documentation requirements. On success, the endpoint rejects invalid updates with clear validation messages matching UI error handling, preventing external systems from creating dirty data or bypassing business rules when updating clinician visit records for patient care documentation.

Clinician Visits

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5316

Enhanced the PATCH /v4/billingauthorizations/{id}
endpoint to support updating Auth Type and DC Authorization fields on billing authorizations. This enhancement adds these fields as updateable parameters in the V4 authorization update endpoint, with validation to ensure values match allowable authorization types and DC authorization status codes. On success, the API returns the updated authorization record with Auth Type and DC Authorization values, allowing external systems to manage complete authorization details for patient billing and insurance claims processing.

Billing
Auths

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5317

Enhanced the PATCH /v4/billingauthorizations/{id} endpoint to properly handle blank and null values for authorization fields based on CareTend business rules. This enhancement adds explicit validation to distinguish between intentionally cleared fields (blank/null) versus omitted fields (preserve existing), and returns clear validation messages when fields cannot be set to blank. On success, external systems can selectively clear authorization data or receive actionable error messages, allowing patient coordinators to update billing authorizations from external systems without creating data integrity issues. | Billingauthorizations

Billing Auths

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5342

Added a POST /v4/suppliers/{supplierId}/addresses endpoint to create new addresses for suppliers in CareTend. This endpoint validates the address components including street, city, state, postal code, and ensures the supplier exists before creating the new address record. On success, the API returns the newly created address record with a unique identifier, allowing external systems to manage supplier location information.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5343

Added a PATCH /v4/suppliers/{supplierId}/addresses/ endpoint to update existing supplier addresses in CareTend. This endpoint validates address components and applies changes to the existing record while maintaining data integrity and standardization requirements. On success, the API returns the updated address record, enabling external systems to keep supplier location information current and accurate.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5344

Added a DELETE /v4/suppliers/{supplierId}/addresses/ endpoint to remove addresses from supplier records in CareTend. This endpoint validates that the address exists and checks for dependencies before allowing deletion. On success, the API returns a 204 No Content response confirming the address has been removed, allowing external systems to maintain clean and accurate supplier location data.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5345

Added a GET /v4/suppliers/{supplierId}/addresses endpoint to retrieve all addresses associated with a specific supplier in CareTend. This endpoint accepts a supplier ID and returns a collection of address records including address type, street, city, state, postal code, and country information. On success, the API returns the complete list of supplier addresses, allowing external systems to maintain synchronized location data for shipping and procurement workflows.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5346

Added a POST /v4/suppliers/{supplierId}/phones endpoint to create new phone numbers for suppliers in CareTend. This endpoint validates the phone number format, phone type, and ensures the supplier exists before creating the new contact record. On success, the API returns the newly created phone record with a unique identifier, allowing external systems to track and manage supplier contact information.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5347

Added a PATCH /v4/suppliers/{supplierId}/phones/ endpoint to update existing supplier phone numbers in CareTend. This endpoint validates the phone number format and type, applying changes to the existing contact record while maintaining referential integrity. On success, the API returns the updated phone record, enabling external systems to keep supplier contact information current and accurate.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5348

Added a DELETE /v4/suppliers/{supplierId}/phones/ endpoint to remove phone numbers from supplier records in CareTend. This endpoint validates that the phone record exists and checks for dependencies before allowing deletion. On success, the API returns a 204 No Content response confirming the phone number has been removed, allowing external systems to maintain clean and accurate supplier contact data.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5349

Added a GET /v4/suppliers/{supplierId}/phones endpoint to retrieve all phone numbers associated with a specific supplier in CareTend. This endpoint accepts a supplier ID and returns a collection of phone records including phone type, number, extension, and status information. On success, the API returns the complete list of supplier phone numbers, allowing external systems to maintain synchronized contact information for procurement operations.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5350

Added a POST /v4/suppliers/{supplierId}/emails endpoint to create new email addresses for suppliers in CareTend. This endpoint validates the email address format, email type, and ensures the supplier exists before creating the new contact record. On success, the API returns the newly created email address record with a unique identifier, allowing external systems to track and manage supplier contact information.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5351

Added a PATCH /v4/suppliers/{supplierId}/emails/
endpoint to update existing supplier email addresses in CareTend. This endpoint validates the email address format and type, applying changes to the existing contact record while maintaining data integrity. On success, the API returns the updated email address record, enabling external systems to keep supplier contact information current and accurate.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5352

Added a DELETE /v4/suppliers/{supplierId}/emails/
endpoint to remove email addresses
from supplier records in CareTend. This
endpoint validates that the email address exists and checks for dependencies before allowing deletion. On success, the API returns a 204 No Content response confirming the email address has been removed, allowing external systems to maintain clean and accurate supplier contact data.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5353

Added a GET /v4/suppliers/{supplierId}/emails endpoint to retrieve all email addresses associated with a specific supplier in CareTend. This endpoint accepts a supplier ID and returns a collection of email address records including email type, address, and status information. On success, the API returns the complete list of supplier email addresses, allowing external systems to maintain synchronized contact information for procurement and supplier communication workflows.

Suppliers

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5373

Enhanced the GET /v4/inventoryunits
endpoint to retrieve unit of measure data including mg, ml, and other standard pharmaceutical units. This enhancement allows external systems to query and display available units of measure for medication ordering, inventory management, and clinical documentation workflows. On success, the API returns a collection of unit records with unit codes, descriptions, and active status, enabling integration partners to maintain synchronized unit of measure reference data for accurate medication dosing and inventory tracking.

Inventory
Units

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5375

Enhanced the PUT /v4/prescriptions/transfer
endpoint to enable prescription
transfers between companies in
CareTend using external system data. This endpoint validates that the prescription
exists in the source company, verifies the
target company is valid, and executes the
transfer using the Prescription.Prescription
Transfer stored procedure. On success, the API returns confirmation of the prescription transfer with updated company ownership, allowing external systems to automate prescription transfers between branches, locations,
or acquired entities for continuity of
patient care.

Prescriptions

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5378

Resolved an issue where the PATCH /v4/patientorders/drug/injpo endpoint allowed updating all fields on Active or Discontinued patient orders regardless of prescription print status, bypassing the field-level editability restrictions enforced in CareTend Desktop UI. Added validation logic to prevent modification of restricted fields (Frequency, Route, Order Date, Stop Date, Dispense Item, Order Type) when orders are in Active or Discontinued status, ensuring API behavior aligns with UI business rules. On success, the endpoint now prevents unintended changes to locked prescription orders, maintaining data integrity for printed prescriptions and active medication orders.

Patient
Orders

V4

Staging:
3/25/2026

Production:
3/25/2026

N/A

HCSI-5379

Resolved an issue where the PATCH /v4/patients/medicationprofiles endpoint could not clear date fields (StartDate, StopDate, DiscontinuedDate) to null when explicitly requested, and incorrectly accepted blank empty strings for the required Name field. Updated the service layer to distinguish between omitted fields (preserve existing value) and explicitly cleared fields (set to null), and added validation to reject empty Name values consistent with UI requirements. On success, the endpoint now allows proper date field clearing and enforces mandatory Name validation, ensuring medication profile data integrity matches CareTend Desktop UI business rules.

Patients

V4

Staging:
3/25/2026

Production:
3/25/2026

WSI-74892

HCSI-5384

Resolved an issue where the PATCH /commands/v4/inventory
endpoint returned a confusing error message "UnitofMeasure found by Name CN must be active" even when CN was already marked as active in the system. This occurred due to a table join mismatch in the validation logic. The fix corrects the validation query to properly check the active status of units of measure, providing clear and accurate error messages when patching drug inventory items, enabling external systems to troubleshoot data issues more effectively.

Inventory

V4

Staging:
3/25/2026

Production:
3/25/2026

WSI-74895

HCSI-5385

Resolved an issue where the
GET /commands/v4/inventoryunits API returned an x12UnitCodeId field as a numeric value without clear documentation of its meaning. Clarified that the x12UnitCodeId represents the EDI (Electronic Data Interchange) code identifier for the inventory unit, allowing external systems to correctly map and interpret unit codes when synchronizing inventory data with CareTend for procurement and supply chain operations.

Inventory
Units

V4

Staging:
3/25/2026

Production:
3/25/2026