2026-07-31: July API updates
1 day ago by Ricardo Bernardeli
New endpoints
- Group visits — add an attendee to an event time, and book a worker onto a group visit with an optional projected start/end time, rate and services
- Archive reasons — create, update, archive and unarchive
- Cohorts — create, update, archive and unarchive
- Custom funding schemes — list, read, create, update, archive and unarchive
- Custom public holidays — list, read, create, update and delete
- Outlets — create, archive and unarchive, plus CHSP service create, update and delete
- Surveys — list and read, with the survey's questions included
- Notebook categories — list, read, create and update
- Notes — create a note and comment on one
- Funding scheme custom attributes — list, read, create and update
- Automatic must-do templates under a service — list, create, update and delete
- Requisites — create, update, archive and unarchive
- Verifications — list, create, update, archive and unarchive
- Verification file types — list, create, update, archive and unarchive
- Third party links — list, create, update, archive and unarchive
- Care plan templates — list, read, create, update, archive and unarchive, with the template's entries included
- Data export — create a template and list a dimension's columns
- Delete a client time tracking log
New fields
- CHSP Stage 3 service detail on the invoice resource:
chsp_service_engagement_time_minutes,chsp_service_trip_time_minutes,chsp_service_trip_distance_kms,chsp_service_meal_provided,chsp_service_meal_cooked_offsite,chsp_service_items_texture_modified,chsp_service_main_meal_count,chsp_service_light_meal_count,chsp_service_dessert_count,chsp_service_beverage_count,chsp_service_snack_count,chsp_service_overnight_support_included,chsp_service_location,chsp_service_subcontractor_deliveredandchsp_service_volunteer_delivered auth_repsandemergency_contactson the client resource — clients can now hold more than one emergency contactbillable_tax_unit_amount,billable_gross_amount,billable_net_amount,billable_tax_amountandtax_unit_amounton purchase order linesdimension,dimension_dateandfields(with each field'sfiltersandtransformations) on the data export template resourceverificationson the requisite resourcelockedon the worker shift resourcefunding_scheme_nameson funding scheme custom attributeslonlat(longitude and latitude) on events and group visitstagson the ticket template resource
Filtering
- Added a
primary_member_profile_idfilter to the clients list endpoint
