API not found. Requesting new APIs

dhru95 · Post by **dhru95** » Tue Nov 29, 2022 5:12 am

Hello team,
For our application, we need to be able to insert the following to OpenDental Database. Is there anyway API can be added for the following:

- Insert Group Number for patient
- Insert downgrades for insurance procedure codes
- Insert patient insurance history to see what procedure was already performed for patient

Post by **SLeon** » Tue Nov 29, 2022 8:20 am

Good morning,

1. The Group Number is a field in the insplan table. Are you wanting to just update this field or are you wanting to create a new insurance plan?

2. Which type of downgrade are you trying to perform? On a procedure for a specific insurance plan, or universally for all insurance plans?

3. Could you please clarify what you mean by, "Insert patient insurance history to see what procedure was already performed for patient"? Are you wanting to insert new information into the database, or simply retrieve a list of completed procedures, etc.?

dhru95 · Post by **dhru95** » Tue Nov 29, 2022 8:33 am

Thank you for the quick reply.

My response is followed:

1. Just update the field for an existing plan
2. On a procedure for an existing specific insurance plan
3. I’m looking to update patient insurance history into the chart

Post by **SLeon** » Tue Nov 29, 2022 9:00 am

1. We can create InsPlans PUT to update the GroupNum (and other fields).

2. We will also add a way to insert downgrades for specific insurance plans with SubstitutionLinks POST.

3. If you are referring to the main grid in the Chart Modules, that information is automatically generated from many different tables. Inserting a procedure for a patient will appear here, for example. You can retrieve this information through the API with ChartModules GET ProgNotes (See https://www.opendental.com/site/apichartmodules.html).

dhru95 · Post by **dhru95** » Tue Nov 29, 2022 10:25 am

Do we have to formally put in a request for these to be added?

1. Insplans PUT
2. SubstitutionLinks POST

Post by **SLeon** » Tue Nov 29, 2022 10:28 am

Nope, I have already added them to our development list. We will update this thread with our progress.

PBECKER · Post by **PBECKER** » Tue Nov 29, 2022 11:37 am

Jordan/Sarah and Team

If a PUT method can be added that would help greatly.

Goal: Update Ins patient plan details for any fields.

please

-Pedro

Post by **SLeon** » Tue Nov 29, 2022 11:52 am

A patient's insurance plan information is available in the PatPlan table. You can use PatPlan PUT to change some of these fields (see https://www.opendental.com/site/apipatplans.html). Are there any other fields you need us to add to this method?

dhru95 · Post by **dhru95** » Wed Nov 30, 2022 5:02 am

As of now, we only need to add groupName, groupNum, PlanNote, FeeSched, and PlanType - as a PUT in InsPlan

Thank you so much!!

dhru95 · Post by **dhru95** » Fri Dec 02, 2022 4:18 am

Hi - I am sorry to bother you all - I was just wondering if the request for the InsPlan and the substitutionlink API was possible and what the timeline would be to be able to use this API.

Thank you so much in advance!

Post by **SLeon** » Fri Dec 02, 2022 8:31 am

Good morning.

It's not a bother. I added those two methods to our development list on Tuesday. I would estimate that they will be implemented in a couple of weeks, but I will update this thread with our progress.

dhru95 · Post by **dhru95** » Fri Dec 02, 2022 9:52 am

Good morning. That sounds great, thank you so much for the update!

I hope to hear from you again soon. Have a great weekend!

dhru95 · Post by **dhru95** » Mon Dec 05, 2022 6:14 am

@sLeon -
1. I came across the FamilyModules API and I see it has the all required fields - groupName, groupNum, PlanNote, FeeSched, and PlanType.
Can we have the option to add/update these fields through FamilyModules PUT instead of Insplans PUT? Let me know your thoughts. Thank you.

Post by **SLeon** » Tue Dec 06, 2022 8:36 am

Good morning,

Some of our API methods, such as FamilyModules GET, return information that is displayed via Open Dental's UI. Many times, this information is a compilation of data stored in several database tables. This is especially true in the case of FamilyModules GET, as it gathers information from InsSub, PatPlan, Carrier, InsPlan, FeeSched, and Employer tables, and reducing the number of API calls developers need to make.

For that reason, the UI-based API methods are read-only. The only way to update the information returned is to update the corresponding table. You would use PatPlans PUT to update the Ordinal field of the patient's PatPlan, which would then be reflected in your next FamilyModules GET request.

The InsPlans PUT we added to our development list last week will allow you to update the fields you are after.

dhru95 · Post by **dhru95** » Tue Dec 06, 2022 9:24 am

Good morning,

@SLeon that makes perfect sense, thank you so much for the thorough explanation.

I look forward to the InsPlan PUT and substitiutionlink POST.

Thanks!
Dhru

dhru95 · Post by **dhru95** » Tue Dec 06, 2022 2:18 pm

@SLeon - also for the InsPlan PUT, I'd like to request being able to update MonthRenew. This is because some plans have benefit periods of calendar year, while others have service years at different months, and I'd like to be able to update that in OpenDental for some insurance plans.

I apologize for not mentioning this in the beginning of this post.

Thank you so much!

Post by **SLeon** » Tue Dec 06, 2022 2:26 pm

Thank you for letting us know, Dhru. I have updated your feature request on our list.

dhru95 · Post by **dhru95** » Tue Dec 06, 2022 2:28 pm

I appreciate that very much SLeon. Have a great night!

JTS · Post by **JTS** » Fri Dec 09, 2022 11:19 am

Two new methods, InsPlans GET and InsPlans PUT, have been implemented. InsPlans GET will allow you to retrieve a list of InsPlans from the insplan table. InsPlans PUT will let you edit an existing InsPlan, and allows changing the following fields: GroupName, GroupNum, PlanNote, FeeSched, PlanType, and MonthRenew.
These methods are available in our beta version, 22.3.30. For more information, please see: https://www.opendental.com/site/apiinsplans.html

dhru95 · Post by **dhru95** » Mon Dec 12, 2022 4:08 am

That is amazing! Thank you so much for implementing so quick. I look forward to hearing back on the substitutionlink POST.

Thank you and have an amazing week.

dhru95 · Post by **dhru95** » Wed Dec 14, 2022 4:51 am

Hi I am sorry to bother you again. I was just wondering if you could provide me a rough timeline for when the substitutionlink POST would be in production? Thank you so much!

justine · Post by **justine** » Wed Dec 14, 2022 8:04 am

Development requests are completed in the order we receive them. There are a few ahead of you at the moment, but a rough guess would be approximately 2-3 weeks.

We will update this post as soon as it is available.

Thanks!

dhru95 · Post by **dhru95** » Thu Dec 15, 2022 7:17 am

Awesome, thanks so much Justine!!

Post by **SLeon** » Wed Dec 28, 2022 8:31 am

Good morning,

The SubstitutionLink POST feature request has been completed. It will be available in our next beta version, 22.4.5.

dhru95 · Post by **dhru95** » Sat Dec 31, 2022 5:52 am

Great! Thank you so much, happy new year!!

rinse-rey · Post by **rinse-rey** » Wed Jan 04, 2023 11:51 am

Hello there, these features are super helpful. Is it possible to add a Post(create) InsPlan? I only see Get and Put.

Post by **SLeon** » Wed Jan 04, 2023 1:11 pm

Yes we can add a POST method for the InsPlan resource for you to insert Insurance Plans. I have added this to our development list.

dhru95 · Post by **dhru95** » Mon Jan 09, 2023 7:08 am

Hi - do you have a link for the substitutionlink documentation? Ty!

rinse-rey · Post by **rinse-rey** » Wed Jan 11, 2023 8:26 am

Hi OD team.

Do you have any ETA for POST method for the InsPlan ?

Post by **SLeon** » Wed Jan 11, 2023 10:16 am

There are a few API requests in line before InsPlans POST. I would estimate that it will be implemented in roughly three weeks time.

dhru95 · Post by **dhru95** » Sun Jan 15, 2023 11:23 am

Hi,

Thank you for adding the SubstitutionLink documentation! I would also like to request the DELETE, GET and PUT functions. The reason is that some dental offices have default downgrades pre-loaded when a new plan is added, and we would like the option to update them by either the PUT function, or just DELETE the preloaded default downgrades (being able to DELETE substitutionlink by PlanNum).

Thank you!

Post by **SLeon** » Mon Jan 16, 2023 8:55 am

Good morning,

Yes, we can add GET, PUT, and DELETE methods for SubstitutionLinks. This has been added to our development list.

dhru95 · Post by **dhru95** » Wed Jan 18, 2023 6:19 am

Great, thank you. Do you know when the 22.4 full version will be released for dental clinics to update to?

Post by **SLeon** » Wed Jan 18, 2023 9:07 am

Good morning,

Open Dental's version 22.4 is currently in beta. While dental offices are able to update to this version, most will stay on our newest non-beta ("stable") version, currently 22.3. Because 22.4 was just released a few weeks ago, you can expect it to be out of beta within the next few months.

omar22 · Post by **omar22** » Wed Jan 25, 2023 9:37 am

Great, thank you. I have another question, sorry to be a bother. If an insurance plan for an existing patient is dropped and a new one is added, is there a query that I can run to be able to tell any changes to the patient's insurance plan, independent of the PlanNum, since that changes when new insurance is added. Thanks so much again!

I guess in simpler terms what I am looking for is a way to be able to run a query for the date/time a new PlanNum is added for a patient, or when a subscriberID is changed . Is this possible?

Post by **SLeon** » Wed Jan 25, 2023 10:45 am

Good morning,

Insurance plans are stored in the InsPlan table and patients are linked/subscribed to them via the InsSub table. A row is deleted from the InsSub table when the patient drops an insurance plan, and a new one is inserted when they subscribe to another (as you mention).

The SecDateEntry column of the InsSub table will show you when the patient subscribed to this plan. The SecDateTEdit column will change whenever a change is made to any field in this table (including SubscriberID). You can also refine your search by patient (Subscriber), depending on your needs.

The API method InsSubs GET is currently in development but you could use Queries PUT ShortQuery in the meantime to read from this table.

omar22 · Post by **omar22** » Wed Jan 25, 2023 2:23 pm

You are incredibly helpful. Thank you so much for that thorough explanation.

dhru95 · Post by **dhru95** » Tue Jan 31, 2023 8:29 am

SLeon wrote: ↑
Wed Jan 18, 2023 9:07 am
Good morning,

Open Dental's version 22.4 is currently in beta. While dental offices are able to update to this version, most will stay on our newest non-beta ("stable") version, currently 22.3. Because 22.4 was just released a few weeks ago, you can expect it to be out of beta within the next few months.

Hi, would it be possible to request that certain features can work in the 22.3 version of open dental, even if they were created after? For example, benefits PUT and DELETE, Substitutionlink API, etc. are only available version 22.4 or later - can that be available for the 22.3 version of open dental too?
I know I ask for ALOT haha but I really do appreciate you very much.
Thank you!

Post by **SLeon** » Tue Jan 31, 2023 8:52 am

Good morning,

Unfortunately we are unable to release new features beyond our beta version.