Updated the CareTend Integration API with a V4 GET /v4/employees/search/roles endpoint that returns a paged list of employees who match one or more requested role names (for example, Biller/Collector), so clients can directly retrieve the staff assigned to specific responsibilities. The endpoint validates the requested role names and pagination parameters, ensures that each role type is recognized, and returns the union of all matching employees while preventing duplicate people from appearing more than once in the response. On success, the API returns a paginated result set containing each employee’s core identity and role information, allowing external systems to reliably see which users currently hold the specified roles.
Employees
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5244
Updated the CareTend Integration API with a V4 POST /v4/progressnotes/search endpoint that adds server-side pagination support when searching patient progress notes, improving performance and usability when large note histories exist. This endpoint validates the search filters carried over from V3 (such as MRN, entered-by, date ranges, subjects, follow-up flags, company IDs, and other existing criteria) along with 0-based pageNumber and pageSize parameters, enforcing allowed ranges and returning clear 400 Bad Request errors when pagination values are out of bounds. On success, the API returns a paged response using the standard Atlas PagedResponse<T> model—including pageNumber, pageSize, totalCount, totalPages, hasNextPage, hasPreviousPage, and a list of notes whose structure matches the V3 response—so clients can easily migrate by updating the URL and adding pagination parameters.
Progress Notes
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5266
Updated the CareTend Integration API V4 PATCH /v4/userdefinedfields/patients endpoint so clients can clear DateTime (type 4) and Single Choice Popup (type 6) patient user defined fields by sending either null or an empty string as the fieldValue, matching the behavior supported in the CareTend Desktop UI. The endpoint now treats empty or null values for these field types as valid “clear” operations, skipping type-specific parsing and choice validation while still enforcing the usual patient, container, and field identity checks in the request payload. On success, the API updates the underlying UDF records so the DateTime or Single Choice values are removed (with Value/FieldValue_Id cleared accordingly), and the response reflects the patient’s current user defined field values for confirmation.
User Defined Fields
V4
Staging:
3/11/2026
Production:
3/11/2026
WSI-72772
HCSI-5268
Resolved a issue in the CareTend Integration API PATCH /v4/patients endpoint where endpoint returned HTTP 400 errors even when clients supplied a valid medicalRecordNumber and collectorId as documented. The endpoint now correctly validates the MRN and collector ID along with other core patient fields (such as name fields) without requiring undocumented properties, so well‑formed PATCH requests are accepted instead of failing validation. On success, users will experience consistent system behavior and accurate data processing without errors.
Patients
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5299
Updated the CareTend Integration API with a V4 POST /v4/parties/{partyId}/addresses endpoint that allows ReferencePoint and other intake systems to create addresses for provider contacts programmatically, eliminating follow-up manual entry in CareTend. The endpoint validates the target party/provider contact and key address details—including address type, required address lines, city, state, postal code, county/country, and primary shipping flag—as well as ensuring address type and geographic values are valid for the tenant before saving. On success, the API returns the newly created address record for the specified provider contact, including its identifiers and stored address metadata, so external systems can confirm the address that will be used in CareTend.
Parties
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5300
Updated the CareTend Integration API with a V4 PATCH /v4/parties/{partyId}/addresses/ endpoint that allows ReferencePoint and other intake systems to update address information for provider contacts without logging into CareTend. The endpoint validates the target party and address identifiers along with key address fields—such as address type, address lines, city, state, postal/zip code, country/county, phone, place of service, directions, and the primary shipping flag—and returns clear errors when required inputs are missing or invalid. On success, the API returns the updated address record for the provider contact, including its identifiers and current address details, so external systems can confirm exactly what is stored and used in CareTend.
Parties
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5301
Updated the CareTend Integration API with a V4 GET /v4/parties/{partyId}/addresses endpoint that allows intake and ReferencePoint workflows to retrieve address details for a specific provider contact directly from CareTend. The endpoint validates the input provider (partyId), provider contact, and optional addressType filter, returning clear errors if identifiers are missing or invalid. On success, it returns the provider and provider contact IDs along with address type, address lines, city, state, zip code, county, place of service, directions, phone, and primary shipping flag so external systems can reliably use the same address information shown in CareTend.
Parties
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5302
Updated the CareTend Integration API with a V4 DELETE /v4/parties/{partyId}/addresses/ endpoint that allows intake and ReferencePoint workflows to remove an address from a provider contact without logging into CareTend. The endpoint validates the provider (partyId), provider contact address (partyAddressId), and related primary‑address rules to prevent deletion when it would violate required primary address constraints, returning clear errors if inputs are missing or invalid. On success, the API removes the specified address and returns a standard success response so external systems can confirm that the provider contact’s address list in CareTend has been updated accordingly.
Parties
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5303
Updated the CareTend Integration API with a V4 POST /v4/providers/{providerId}/contacts/ endpoint that allows intake and ReferencePoint workflows to create phone numbers for provider contacts directly from external systems instead of manually entering them in CareTend. The endpoint validates the provider and provider contact identifiers along with key phone details—including phone type, phone number value, and whether the number is primary—and returns clear errors when required fields are missing or invalid. On success, the API creates and returns the new phone number record tied to the specified provider contact, including its identifiers and stored phone metadata, so external systems can confirm exactly what will be used in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5304
Updated the CareTend Integration API with a V4 PATCH /v4/providers/{providerId}/contacts endpoint that allows intake and ReferencePoint workflows to update phone numbers for provider contacts directly from external systems instead of editing them in CareTend. The endpoint validates the provider, provider contact, and phone number identifiers along with key phone fields—such as phone type, phone number value, and whether the number is primary—and returns clear errors when required inputs are missing or invalid. On success, the API updates and returns the provider contact phone record, including its identifiers and current phone metadata, so external systems can confirm exactly what is stored and used in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5305
Updated the CareTend Integration API with a V4 GET /v4/providers/{providerId}/contacts endpoint that lets intake and ReferencePoint workflows retrieve specific phone numbers for a provider contact directly from CareTend. The endpoint validates the provider ID, provider contact ID, and provider contact phone ID, returning clear errors if any identifiers are missing or invalid. On success, the API returns the provider ID, provider contact ID, provider contact phone ID, phone number type, and phone number so external systems can reliably use the same contact details shown in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5306
Updated the CareTend Integration API with a V4 DELETE /v4/providers/{providerId}/contacts endpoint that lets intake and ReferencePoint workflows remove a specific phone number from a provider contact directly from external systems. The endpoint validates the provider, provider contact, and phone number identifiers (including phone number type) and will return clear errors if required IDs are missing or invalid, ensuring only the intended phone record is removed. On success, the API deletes the targeted provider contact phone record and returns a standard success response so external systems can confirm the number is no longer present for that contact in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5307
Updated the CareTend Integration API with a V4 POST /v4/providers/{providerId}/contacts endpoint that allows intake and ReferencePoint workflows to create email addresses for provider contacts programmatically instead of entering them manually in CareTend. The endpoint validates the provider and provider contact identifiers along with key email details— including email address type, email address value, and whether the email is primary—returning clear errors if required fields are missing or invalid. On success, the API creates and returns the new email address record tied to the specified provider contact, including its identifiers and stored email metadata, so external systems can confirm exactly what will be used in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5309
Updated the CareTend Integration API with a V4 GET /v4/providers/{providerId}/contacts endpoint that allows intake and ReferencePoint workflows to retrieve a specific email address for a provider contact directly from CareTend. The endpoint validates the provider ID, provider contact ID, and provider contact email address ID, returning clear errors if any identifiers are missing or invalid. On success, the API returns the provider ID, provider contact ID, provider contact email address ID, email address type, and email address so external systems can reliably use the same contact information shown in CareTend.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5310
Updated the CareTend Integration API with a V4 DELETE /v4/providers/{providerId}/contacts endpoint that lets intake and ReferencePoint workflows remove an email address from a provider contact directly from external systems instead of doing it manually in CareTend. The endpoint validates the provider, provider contact, email address identifiers, and email address type, returning clear errors if required IDs are missing or invalid to ensure only the intended email record is removed. On success, the API deletes the targeted provider contact email address and returns a standard success response so external systems can confirm that the contact’s email list in CareTend has been updated accordingly.
Providers
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5311
Updated the CareTend Integration API with a V4 POST /v4/partycontacts endpoint that lets intake and ReferencePoint workflows associate an existing contact (person) to an existing party—such as Provider, Carrier, Facility, or Supplier—mirroring the “Search to Add Contact” activity in CareTend. The endpoint validates the partyId, personId, partyType (for example Provider, Carrier, Facility, Supplier), and contact details such as contactType (for example Primary, Responsible Party, Emergency, Other) and relationshipType, returning clear errors if required fields are missing or invalid for the specified party type. On success, the API creates and returns the new party-contact association record with its identifiers and stored relationship metadata so external systems can confirm how the contact is linked to the provider, insurance company, facility, or supplier in CareTend.
Party Contacts
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5318
Updated the CareTend Integration API V4 POST /v4/inventory/search endpoint to support an optional isFactor field in the request body so external systems like ProfitPoint can filter inventory results by factor status when needed. The endpoint now validates the isFactor flag (true/false) along with existing search and paging inputs, ensuring that including or omitting this optional field does not impact other inventory searches. On success, the API returns the usual paged inventory search results enriched with the isFactor value for each matching item so clients can see and act on factor information alongside other inventory details.
Inventory
V4
Staging:
3/11/2026
Production:
3/11/2026
N/A
HCSI-5319
Updated the CareTend Integration API V4 POST /v4/inventory/items/search endpoint so external systems like ProfitPoint can both send and receive an isFactor value when searching inventory items by location. The endpoint now validates the optional isFactor flag in the request along with required inputs such as LocationId, SiteId, and paging parameters, ensuring that including isFactor (true/false) does not break existing searches. On success, the API returns the usual paged inventory items for the specified location, with each item’s response now including its IsFactor value so clients can filter and act on factor status as part of their downstream workflows.
Updated the POST V3 Delivery Ticket Items search endpoint /v3/deliverytickets/items/search so Workday’s ExternalRefKey (WorkdayId) is returned for each matching delivery ticket item, supporting Intermountain’s Workday–CareTend integration.Updated input handling to validate required search criteria (such as medical record number and delivery ticket ID) and ensure they correspond to existing delivery tickets before results are returned. Updated the response payload to include the ExternalRefKey alongside existing delivery ticket item details, enabling consumers to reliably tie CareTend delivery ticket items back to the originating Workday records.
Updated the CareTend Integration API to add a V4 POST /commands/v4/suppliers endpoint that allows external systems to create new suppliers and keep data in sync with CareTend. This endpoint validates structured supplier details including name, addresses, phone numbers, email addresses, return information, special instructions, integration vendor, EDI support, and active status. On success, the API returns the newly created supplier record so you can confirm the stored contact and address information in CareTend.
Suppliers
V4
Staging:
2/25/2026
Production:
2/25/2026
N/A
HCSI-5256
Updated the CareTend Integration API with a V4 DELETE /commands/v4/suppliers/{supplierId} endpoint that allows external systems to remove suppliers from CareTend to keep both systems in sync and reduce manual data entry errors. This endpoint validates the supplied supplierId to ensure it is present, correctly formatted, and corresponds to an existing supplier before performing the delete. On success, the API confirms the deletion by making the supplier no longer available via supplier queries, allowing you to verify that the record has been removed from CareTend in alignment with your source system.
Suppliers
V4
Staging:
2/25/2026
Production:
2/25/2026
N/A
HCSI-5257
Updated the CareTend Integration API V4 POST create provider contact endpoint to allow external systems to set the Referral Source and Allow Web Access properties at the time of contact creation, reducing the need to log into CareTend for follow-up configuration. This endpoint validates standard provider contact details along with the optional Referral Source and Allow Web Access flags to ensure data is well-formed and consistent with your CareTend configuration before the contact is created. On success, the API returns the newly created provider contact record, including its CareTend identifiers and the configured Referral Source and Allow Web Access values, so you can confirm the contact setup directly from your integration.
Providers
V4
Staging:
2/25/2026
Production:
2/25/2026
N/A
HCSi-5354
Updated the ReferencePoint V4 PATCH patient documents endpoint in the CareTend Integration API to enforce that requests use form data when updating patient document information.
Updated the POST /commands/v4/inventoryunits endpoint to allow external systems to create new Inventory Unit picklist entries, eliminating the need for manual setup in CareTend. The endpoint validates that Name is required, unique, and within length limits, IsActive is required, the X12 Unit Code is provided from the list of valid codes when supplied, and prevents duplicates for business-critical values while leaving other fields (such as Description) optional. On success, the endpoint returns the newly created Inventory Unit record, including its key attributes so clients can confirm and align values between CareTend and their source systems.
InventoryUnits
V4
Staging:
2/11/2026
Production:
2/11/2026
N/A
HCSI-5248
Updated the PATCH /commands/v4/inventoryunits endpoint so external systems can update existing Inventory Unit picklist entries (non‑system records only) instead of requiring manual changes in CareTend. The endpoint requires a valid Inventory Unit ID and at least one updatable field (Name, X12UnitCodeId, or IsActive), enforces that system records (IDs < 500001) cannot be modified, validates Name for uniqueness and length, validates X12UnitCodeId against allowed values when provided, treats unspecified fields as unchanged, and does not allow Description to be updated. On success, the endpoint returns the updated Inventory Unit record, including its key values (such as ID, Name, X12 Unit Code, and Active status) so client systems can verify that the change was applied correctly.
InventoryUnits
V4
Staging:
2/11/2026
Production:
2/11/2026
N/A
HCSI-5249
Updated the DELETE /commands/v4/inventoryunits endpoint so external systems can soft-delete Inventory Unit picklist entries, eliminating the need to manually remove them in CareTend. The endpoint requires that either Id or Name be provided (optionally both, but they must reference the same record), enforces that only non-system records (IDs ≥ 500001) can be deleted, and returns appropriate errors if inputs are missing, inconsistent, or refer to protected system entries. On success, the endpoint performs a soft delete (sets the record to inactive) and returns a confirmation message including key details of the deleted Inventory Unit so clients can verify the correct entry was removed.
InventoryUnits
V4
Staging:
2/11/2026
Production:
2/11/2026
N/A
HCSI-5250
Updated the GET /commands/v4/inventoryunits endpoint to let external systems retrieve Inventory Unit picklist data directly from CareTend, reducing manual re-entry and helping keep inventory data in sync across systems. The endpoint accepts optional Id or Name filters (but not both together), returns all Inventory Units when no filter is provided, uses case-insensitive matching on Name, only returns active records, and returns standard validation errors when inputs are missing, conflicting, or invalid. On success, the response includes each matching Inventory Unit’s Id, Name, Description, X12 Unit Code, Active indicator, record status, record status date, and record status modified-by so client systems have full, reliable detail for downstream use.
InventoryUnits
V4
Staging:
2/11/2026
Production:
2/11/2026
N/A
HCSI-5251
Updated the POST /commands/v4/manufacturers endpoint in the v4 CareTend API so external systems (such as Intermountain’s) can create new Manufacturer picklist entries and keep the CareTend manufacturer list synchronized across systems. The endpoint requires Name and Active indicator, accepts an optional Description, and validates inputs for required fields, data types, and business rules, returning clear error messages when data is missing or invalid. On success, the API returns the newly created manufacturer record (including its identifier, name, description, and active status) so clients can confirm the entry and align it with their source system.
Manufacturers
V4
Staging:
2/11/2026
Production:
2/11/2026
N/A
HCSI-5253
Updated the DELETE /commands/v4/manufacturers v4 endpoint so external systems (such as Intermountain’s) can remove entries from the CareTend manufacturer picklist and keep the list synchronized across systems. The endpoint accepts Name, Id, or both as input, validates that at least one is provided and that when both are passed they reference the same record, and returns clear validation errors when inputs are missing or inconsistent. On successful deletion, the API returns a confirmation response with key details of the affected manufacturer so clients can verify that the correct entry was removed in CareTend.
Added a new V4 POST endpoint (/commands/v4/inventory/items/quantity/update-on-hand)
that updates on-hand quantities in CareTend for Drug
and Supply items (lot and non-lot), driven by data from
external systems, with Equipment to be handled in
a future enhancement. Added validations to ensure
the inventory item and location, external reference
key, new on-hand quantity, quantity change reason,
optional lot details (lot number and expiration), and
cost per unit are all present and valid before the update
is applied. Added a response that reflects the updated
inventory quantities for the specified item and
location, recalculating available quantities based
on existing commitments so users see accurate
counts on the Quantity and Locations tab.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5219
Updated the V4 POST endpoint }
(/commands/v4/inventory/dispensable-units)
that lets external systems such as Workday retrieve
one or more matching dispensable units for
an inventory item using InventoryItemId,
ExternalRefKey, or both, with optional InventoryUnitId
filtering. Updated input validation to ensure required
identifiers are present, correctly formatted, and refer
to the same inventory item (rejecting invalid,
unrelated, or duplicate combinations with clear error
messages). Updated the response to return a collection
of matching dispensable units including IDs, names,
EDI code, quantity, inventory item and external reference
IDs, plus full audit details (created/modified and record
status fields) so downstream systems can accurately
sync and audit inventory data.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5221
Updated the CareTend Integration API with a v4 POST endpoint that allows external systems such as Workday to create one or more new dispensable unit entries for an inventory item in bulk, reducing manual data entry and errors. Updated input validation so each requested dispensable unit is checked for required identifiers (InventoryItemId or ExternalRefKey, InventoryUnitId, Quantity), rejects combinations where InventoryItemId and ExternalRefKey do not belong to the same item, blocks duplicates for the same inventory unit and quantity, enforces system rules for the default “Each” unit, and caps the list at 25 dispensable units per inventory item. Updated the response to return the successfully created dispensable units and their key identifiers for each item in the request, along with clear validation errors for any records that cannot be created, so external systems can reliably track which units were added in CareTend.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5222
Updated the v4 PATCH endpoint (/commands/v4/inventory/items/dispensable-units/{dispensableUnitId}) that allows external systems such as Workday to update an individual dispensable unit on an inventory item, reducing duplicate data entry and keeping systems in sync. Updated input validation to require a valid combination of inventoryItemId or externalRefKey with the target dispensable unit and inventory unit, enforce that the Inventory Item and External Ref Key refer to the same item, ensure quantity is greater than zero, block updates to the system-managed “Each” unit, and reject duplicate unit/quantity combinations. Updated the response to return the updated dispensable unit, including its identifiers, quantity, inventory item and external reference details, and audit information so calling systems can clearly see and track the changes applied in CareTend.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5223
Updated the V4 DELETE endpoint (/commands/v4/inventory/items/dispensable-units/{dispensableUnitId}) that allows external systems such as Workday to remove dispensable unit entries for an inventory item, helping purchasing managers avoid duplicate data entry and errors. Updated input validation to require a valid dispensable unit ID, prevent deletion of the system-managed “Each” unit and any default dispensable unit, and block removal of units that are referenced in transactions like inventory purchase orders or inventory transfers. Updated the response to return a clear success status and key identifiers when a dispensable unit is soft-deleted, and to surface detailed validation errors when a requested unit cannot be deleted so calling systems can accurately track which units remain active.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5225
Updated the V4 POST search endpoint (/commands/v4/inventory/suppliers/search) that lets external systems such as Workday retrieve a list of suppliers defined for an inventory item using inventoryItemId, externalRefKey, or both, with an optional supplierId filter to support data consistency checks between systems. Updated input validation to require at least one valid inventory identifier, ensure that inventoryItemId and externalRefKey refer to the same inventory record when both are provided, and confirm that any supplied supplierId is correctly associated with that item. Updated the response to return each matching supplier with its supplierId, supplier name, package unit, eaches per package, reorder number, cost per package unit, cost per each, and primary indicator so downstream systems can accurately compare and reconcile supplier data.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5226
Updated the V4 POST bulk endpoint (/commands/v4/inventory/items/suppliers/bulk) that lets external systems such as Workday create multiple supplier entries at once for a single inventory item using either inventoryItemId or ExternalRefKey, improving cross-system data consistency. Updated input validation to require a valid inventory identifier, ensure inventoryItemId and externalRefKey (when both are provided) reference the same item, validate each supplier entry (supplierId, packageUnit, eaches, reorderNumber, costPerUnit, isPrimary), enforce that there is only one primary supplier, and cap the suppliers list at 25 per inventory item. Updated the response to return the successfully created suppliers and their key identifiers for the item, along with clear validation errors for any supplier records that cannot be created so calling systems can easily confirm which suppliers were added in CareTend.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5227
Updated the V4 PATCH endpoint (/commands/v4/inventory/items/suppliers/{inventoryItemSupplierId}) that allows external systems such as Workday to update an existing supplier entry for an inventory item, supporting cross-system data consistency checks. Updated input validation to require a valid inventory item supplier ID and supplierId, accept inventoryItemId and/or externalRefKey (which must reference the same inventory record when both are provided), and verify that packageUnit, eaches, reorderNumber, costPerUnit, and isPrimary are all valid for that item. Updated the response to return the updated supplier entry and its key identifiers—including inventory item and external reference details, supplier, package unit, quantities, cost, and primary flag—so calling systems can clearly confirm which supplier details were changed in CareTend.
Inventory
V4
1/28/2026
1/28/2026
N/A
HCSI-5228
Updated the V4 DELETE endpoint (/commands/v4/inventory/items/suppliers/{inventoryItemSupplierId}) that allows external systems such as Workday to remove an existing supplier entry for an inventory item, supporting consistency of supplier data across systems. Updated input validation to require a valid inventory item supplier ID and supplierId, optionally accept inventoryItemId and/or externalRefKey that must reference the same inventory record, and prevent deletion when the supplier is still referenced on purchase orders or dispensable units. Updated the response to return a clear success status and key identifiers for the deleted supplier—including indication when a primary supplier has been removed—or detailed validation errors when the supplier cannot be deleted, so calling systems can accurately track which suppliers remain active in CareTend.
Inventory
V4
1/28/2026
1/28/2026
WSI-72439
HCSI-5258
Resolved an issue where the v4 PATCH /commands/v4/patientorders/drug/injpo was defaulting the primaryPayerPolicyNumber to the patient (self-pay) whenever the field was omitted from the request, effectively making this optional field behave as if it were required. Now the input handling distinguishes between a missing primaryPayerPolicyNumber (no change to the existing primary payer) versus an explicitly provided empty string or null (treated as a request to clear the primary payer per the documented rules), preventing unintended payer changes. The response accurately returns the patient order with the correct primary payer policy number—either preserved or cleared as requested—so downstream systems see consistent and expected payer information after updates.
Added a new POST v4/scheduletasks endpoint that lets AlayaCare create CareTend schedule tasks with subject, task type, start/end or duration, employee/department assignees, optional patient MRN, notes, and reminder minutes. Added validation and error handling for required fields (e.g., subject, task type, start date/time, department, entered by/on) and common edge cases, including support for clearing optional fields by sending null or no value. Added a structured response that returns the created task details (subject, type, start date/time, department, patient, duration, notes, assignees, reminder minutes) so calling systems can confirm the schedule entry that was created in CareTend.
ScheduleTasks
V4
Staging:
1/14/2026
Production:
1/14/2026
N/A
HCSI-5028
Added a POST /v4/patients/search endpoint that removes use of database views in the underlying stored procedure so Integration V4 patient search works with the latest build pipeline. Added input validation to require well-formed patient search criteria and to reject invalid or incomplete request payloads before the query executes. Added an optimized query that returns patient search results directly from the underlying tables, with all previously ignored E2E and unit tests reinstated and functionality verified in QA (see attached Postman QA check)
Patients
V4
Staging:
1/14/2026
Production:
1/14/2026
WSI-71574
HCSI-5216
Updated the v4 GET /commands/v4/deliverytickets endpoint used by Workday–CareTend integrations so that delivery ticket responses now include the ExternalRefKey (WorkdayId) when retrieving a ticket by id or number. The endpoint validates that a valid delivery ticket id or number query parameter is provided and that the caller is authorized, returning standard error responses if the input is missing, invalid, or the ticket is not found. Responses continue to return the full delivery ticket payload and now also include the ExternalRefKey field, enabling Intermountain and other clients to reliably correlate CareTend tickets with their Workday records.
Deliverytickets
V4
Staging:
1/14/2026
Production:
1/14/2026
N/A
HCSI-5231
Resolved an issue where the v4 PATCH /commands/v4/inventory endpoint returned a 500 error instead of a 400 when updating Drug or Supply inventory items with mismatched inventoryItemId and externalRefKey. Input validation has been enhanced so that mismatched identifiers or mismatched item types (for example, attempting to update a Drug inventory item as a Supply, or vice versa) now return a clear 400 error explaining that the values or types do not match the target inventory item. The endpoint continues to return standard success responses when the inventoryItemId, externalRefKey, and item type (Drug or Supply) are valid and consistent.
Inventory
V4
Staging:
1/14/2026
Production:
1/14/2026
N/A
HCSI-5232
Added a POST v4/documents/newfax and v4/documents/newscan workflow integration so that newly created fax and scanned documents now appear correctly in the Document Manager and the Incoming Documents queue in the CareTend UI. Input validation ensures that only supported document types (New Fax, New Scanned) with valid workflow group settings create corresponding workflow instances required by the UI. The endpoint returns a standard 200 response with the created document, and now also creates the necessary workflow tracking records so these documents are immediately visible and editable in the UI
Resolved an issue where the POST /v3/deliverytickets/shipmentupdates/search returned no results when shipment updates existed. The endpoint now requires a correctly structured JSON body (TeamIds, CompanyIds, ShipmentStatuses like ["shipped","return","transfer"], valid StartDate/EndDate, and paging: PageNumber, PageSize) and returns a paged list of matching shipment updates when validations and data conditions are met.
Deliverytickets
V3
Staging:
**Week **of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-3859
Added a POST /v3/patientorders/hme/recurringrental/item Recurring Rentals endpoint to create a recurring rental item and link it to an existing recurring rental, with automatic promotion to primary when it’s the only item and recalculation of billing options, authorizations, and taxes.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-3860
Added a PATCH /v3/patientorders/hme/recurringrental/item endpoint that allows updating a recurring rental item and adding it to an existing recurring rental. Supports modifying details such as serial number, price, quantity, and tax status for equipment or non-inventory items, with billing and taxes recalculated as needed.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-3862
Added a GET /v3/patientorders/hme/recurringrental/item endpoint to retrieve recurring rental items by Recurring Rental ID. Returns details such as serial number, billed and expected price, quantity, HCPC code, modifiers, billing narrative, taxable status, item description, and equipment asset information, and validates IDs for appropriate responses.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-65354
HCSI-4933
Updated Patient Orders CareTend API Endpoint where it will now automatically set the primary payer to “Patient” if none is provided.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4136
Updated the PUT IV patient drug order endpoint validation to prevent editing IV orders once a prescription is filled or labels have been printed.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4945
Updated Prescriptions CareTend API Endpoint where the Rx Description for Factor drug orders was not displaying in the UI response despite being passed via the Create or Update Prescription API, ensuring accurate rendering of prescription details for drugs like Eloctate Intravenous Solution Reconstituted 2000 UNIT.
Prescriptions
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4947
Updated Documents CareTend API Endpoint validation to clarify that the Received Date field cannot be set during creation of a "Patient Document" type, aligning with system constraints that restrict date fields to update operations only.
Documents
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4963
Fixed an issue in the POST Documents
CareTend API endpoint where updating
the activeDate field caused the Date
Active value to be removed in CareTend UI,
ensuring the updated date displays
correctly instead of reverting to
“Select a date.”
Documents
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4977
Fixed an issue with the POST Prescriptions API Endpoint where you received an error when trying to create a prescription for a Drug or HME order.
Prescriptions
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-4978
Updated the POST Persons CareTend API endpoint by adding support for the ‘Associated Organization’ field group (Prescriber, Facility, Insurance Company, Supplier) in the Create Person endpoint, aligning API functionality with UI capabilities for contact management workflows.
Persons
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-66291
HCSI-4979
Updated the POST Delivery Ticket Items CareTend API endpoints to allow updates on non-working Delivery Tickets, resolving previous errors and enabling full support for programmatically created tickets in purchase order workflows.
Deliverytickets
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5015
Updated the POST Providers CareTend API endpoint to support creating provider contacts and user-defined fields, aligning API functionality with UI capabilities for comprehensive provider data management.
Providers
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5021
Updated the POST Patients CareTend API endpoint to allow creating and updating patients without requiring a date of birth, aligning API behavior with UI functionality.
Patients
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5023
Updated the /v3/patients/contacts CareTend API endpoint to allow specifying an Active status when creating a patient contact, eliminating the need for a subsequent update call and aligning API behavior with UI functionality.
Patients
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5024
Updated the PATCH employees endpoint to allow clearing employee fields such as address, phone, DOB, and supervisor when information is incorrect and not yet available.
Employees
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5025
Fixed an issue with the POST /v3/documents/serach endpoint to return the appropriate Workflow Id based on the specified workflowGroupName (e.g., HME, SPRx), ensuring accurate document retrieval.
Documents
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5049
Updated POST /v3/deliverytickets/shippingresponses endpoint by fixing a bug for a missing
mapping to ensure successful API calls now
return accurate shipping data instead of empty responses.
Deliverytickets
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-69238
HCSI-5065
Fixed a bug where the POST /v3/patients/assessments/custom
endpoint required a customAssessmentId
without clear guidance. Validation now
ensures a valid ID is provided or generated,
and documentation clarifies requirements.
Patients
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-69445
HCSI-5068
Updated the POST /v3/patientorders/search endpoint to include Created Date and Modified Date in responses. Requires valid patient MRN or patientOrderId in request body.
Patientorders
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5081
Updated the GET /v3/deliverytickets/shippingresponses
to allow Delivery Ticket ID as a
query parameter, require either
Delivery Ticket Number or Delivery
Ticket ID, and validate both
when provided to ensure they reference
the same ticket.
Deliverytickets
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-68347
HCSI-5189
Added a PUT /v3/prescriptions/sprx/discontinue endpoint to discontinue specialty pharmacy prescriptions, requiring prescription ID, stop date, and discontinuation reason. Supports reactivation and high-volume calls for bulk processing.
Prescriptions
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
WSI-662067
HCSI-5192
Resolved an issue where PUT /v3/entity/lastevent updated Last Event Name but did not refresh Last Event History and Workflow History details (LastEvent By, LastEvent Updated Date, Transition Date, Modified User, Modified Date). Validation ensures required entity and user context; updates now consistently use current UTC timestamp and calling user, and return accurate history.
Entity
V3
Staging:
Week of 1/5/2026
Production:
Week of 1/19/2026
N/A
HCSI-5196
Resolved an issue where POST /v3/deliverytickets ignored fromDate and toDate per ticket item and overwrote with targetDeliveryDate. The endpoint now uses item-level dates when provided, falling back to targetDeliveryDate only if absent, ensuring correct service date ranges for billing and scheduling.
Updated the POST /v4/deliverytickets/items endpoints to allow updates on non-working Delivery Tickets, resolving previous errors and enabling full support for programmatically created tickets in purchase order workflows.
Deliverytickets
V4
12/31/2025
12/31/2025
N/A
HCSI-5010
Added a new PATCH /v4/inventory/items/prices/{inventoryItemPriceId} to update an existing inventory item price entry with validated inputs (price ID required, price, price type, effective start/end dates, modified by/date) and safeguards against overlapping effective date ranges. Supports partial updates and returns the updated price entry’s ID and effective dates.
Inventory
V4
12/31/2025
12/31/2025
N/A
HCSI-5011
Added a new GET /v4/inventory/items/price to retrieve an inventory item price entry. Requires priceType and accepts inventoryItemId, externalRefKey, or both (must reference the same item). Returns pricing details including IDs, price, price type, effective dates, created/modified by and dates, and record status fields.
Inventory
V4
12/31/2025
12/31/2025
N/A
HCSI-5012
Added a new GET /v4/inventory/prices/search to list price entries for an inventory item. Requires inventoryItemId, externalRefKey, or both (must reference the same item). Returns only non–end-dated prices (active, past, future) with item/price IDs, price, price type, effective dates, audit, and record status details.
Inventory
V4
12/31/2025
12/31/2025
N/A
HCSI-5013
Added a new DELETE /v4/inventory/items/prices/{inventoryItemPriceId} to remove an inventory item price entry. Validates the price ID and updates Rec Status, Rec Status Modified By, and Rec Status Date to mark deletion. Returns the updated price record to confirm status changes.
Inventory
V4
12/31/2025
12/31/2025
N/A
HCSI-5014
Added a new POST /v4/inventory/items/prices to create a new inventory item price entry. Requires price, price type, effective start/end dates, and accepts inventoryItemId, externalRefKey, or both (must reference the same item). Enforces non-overlapping date ranges for the same price type. Returns the newly created price record with IDs and audit fields.
Inventory
V4
12/31/2025
12/31/2025
WSI-69341
HCSI-5054
Resolved an issue where POST /v4/documents/newfax and related endpoints returned 200 but documents did not appear in CareTend Document Manager or SPRx Workflow – Incoming Documents. Endpoints now validate document type and filters to align with UI expectations, ensuring documents are correctly available in UI queues and views.
Documents
V4
12/31/2025
12/31/2025
WSI-69445
HCSI-5068
Updated the POST /v4/patients/search endpoint to include Created Date and Modified Date in responses. Requires valid patient MRN or patientOrderId in request body.
Patient
V4
12/31/2025
12/31/2025
WSI-69843
HCSI-5082
Resolved an issue where POST /v4/persons/search returned empty results for partyTypeDescription="Entity" and “invalid PartyTypeDescription” for "Billing Provider". Validation now maps supported descriptions to party types with at least one associated Person record; results correctly return for Entity, Billing Provider, and other supported types in Staging and Production.
Person
V4
12/31/2025
12/31/2025
WSI-70162
HCSI-5186
Resolved an issue where POST /v4/inventory/items/quantity/add allowed costPerUnit=NULL, causing downstream POST /v3/inventory/locationsquantities/search to fail (“Nullable object must have a value”). The endpoint now defaults missing costPerUnit to 0, maintaining accurate quantities and preventing errors.
Updated the POST Create Patient endpoint to accept the AcuityOnAdmissionName property, validating against a lookup table and returning errors for invalid entries. Response includes patient’s acuity on admission when set.
V4
HCSI-4964
Fixed a bug where the PATCH Medication Profiles endpoint did not allow Start Date, Stop Date, and Discontinued Date fields to be cleared using DateTime.MinValue. Validation now accepts DateTime.MinValue to clear these fields, and response reflects blank dates.
V4
HCSI-5042
Fixed a bug where the PATCH Addresses endpoint failed when multiple AddressEntryIds referenced the same AddressId. Input validations now ensure address relationships are checked and soft-deleted before updates, preventing conflicts.
V4
HCSI-5184
Fixed a bug where the PUT Patients endpoint returned inconsistent Patient Status Id and Address Entry Id values compared to V3. Validation ensures valid MRN and consistent IDs across versions.
Updated the PATCH Billing Authorizations endpoint to allow clearing of Order Stop, Auth Start, Auth Stop, Qty. Limit, and Bill Price fields.
V4
HCSI-5073
Updated the PATCH Inventory endpoint to accept Inventory Item ID and ExternalRefKey as optional inputs, validate they reference the same item, require at least one identifier, and support updating ExternalRefKey for drug and supply items.
V4
HCSI-5087
Added a POST Assigns Inventory Location endpoint to allow assigning or unassigning inventory locations to an inventory item, supporting optional Inventory Item ID or ExternalRefKey (with validation if both provided) and requiring Inventory Location ID.
V4
HCSI-5088
Added a PATCH Activation Inventory endpoint to enable activating or inactivating an inventory item, supporting optional Inventory Item ID or ExternalRefKey (with validation if both provided), requiring one identifier, and ensuring zero inventory before inactivation.
V4
HCSI-5089
Updated the POST Inventory Search endpoint to include ExternalRefKey as an optional parameter and in the response, support filtering by Active items (default returns all), and include Active/Inactive indicator in the response.
V4
HCSI-5090
Updated the POST Inventory Items Search endpoint to include ExternalRefKey and Active/Inactive indicator in the response for improved item identification by location.
