Delivery Logic
Morf uses the following logic to determine whether the questionnaire is sent via email or phone:- If no Client ID is specified, the client ID on the Morf profile is used and the questionnaire is sent to the email on the IntakeQ client.
- If Client Full Name is specified, either email or phone must also be specified.
- If both email and phone are specified, the questionnaire is sent via email.
Use the answers map to automatically populate office-use only questions.
Parameters
Parameters
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int64
ID
This field maps to the destination API ClientId field.string
PII
This field maps to the destination API ClientName field.string
PII
This field maps to the destination API ClientEmail field.string
PII
This field maps to the destination API ClientPhone field.string (Questionnaire)
required
HI
This field maps to the destination API QuestionnaireId field.string (Practitioner)
HI
This field maps to the destination API PractitionerId field.string
ID
This field maps to the destination API Id field.Map<Question,string>
HI ID PII
This field maps to the destination API questions field.{
"$result_object_key": {
"appointment_id": "12342",
"client_email": "john.smith@example.com",
"client_id": 42,
"client_name": "John Smith",
"consent_forms": [
{
"document_type": "HIPAA",
"id": "12342",
"name": "HIPAA Consent",
"signed": true,
"submitted_at": "2024-01-23T10:30:00Z"
}
],
"created_at": "2024-01-23T10:00:00Z",
"external_client_id": "a7699305-7142-4599-a661-717b6bcd3305",
"id": "12342",
"practitioner": "acbdefg",
"practitioner_name": "Dr. Marie Curie",
"questionnaire_name": "Initial Intake Form",
"questions": [
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
],
"status": "Submitted",
"submitted_at": "2024-01-23T10:30:00Z"
}
}
{
"$result_object_key": {
"appointment_id": "ID of the associated appointment",
"client_email": "Email address of the client",
"client_id": "IntakeQ's unique identifier for the client",
"client_name": "Full name of the client",
"consent_forms": {
"document_type": "Type of the consent document",
"id": "Unique identifier for the consent form",
"name": "Name of the consent form",
"signed": "Whether the consent form has been signed",
"submitted_at": "Time the consent form was submitted"
},
"created_at": "Time the intake form was created",
"external_client_id": "External system client ID",
"id": "Unique identifier for the intake form",
"practitioner": "ID of the practitioner",
"practitioner_name": "Name of the practitioner",
"questionnaire_name": "Name of the questionnaire",
"questions": {
"answer": "Answer to the question",
"attachments": {
"content_type": "Content type of the attachment",
"file_name": "Name of the attached file",
"id": "Unique identifier for the attachment",
"url": "URL of the attachment"
},
"client_profile_field_id": "ID of the client profile field this question maps to",
"column_names": "Column names for table/grid questions",
"id": "Unique identifier for the question",
"office_note": "Office note for the question",
"office_use": "Whether the question is for office use only",
"question_type": "Type of the question",
"rows": {
"answers": "Answers for each column in the row",
"text": "Text for the row"
},
"text": "Text of the question"
},
"status": "Status of the intake form",
"submitted_at": "Time the intake form was submitted"
}
}
Result Object Field Details
You can use the result of the action’s data as inputs to downstream workflow actions. Each fetch action requires an object name, which nests the action’s result data inside the downstream data context in the workflow. See Passing Data Between Actions for how to set it and reference the result from downstream nodes. Here we demonstrate how to refer to this data using the prefix$result_object_key.
Fetch Action Response Object
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string
required
Unique identifier for the intake form
CEL
$result_object_key.id
Example
"12342"
string
PII Full name of the clientCEL
$result_object_key.client_name
Example
"John Smith"
string
PII Email address of the clientCEL
$result_object_key.client_email
Example
"john.smith@example.com"
int64
required
ID IntakeQ’s unique identifier for the clientCEL
$result_object_key.client_id
Example
42
string
required
Status of the intake form
CEL
$result_object_key.status
Example
"Submitted"
timing.v1.Timestamp
required
Time the intake form was created
CEL
$result_object_key.created_at
Example
"2024-01-23T10:00:00Z"
timing.v1.Timestamp
required
Time the intake form was submitted
CEL
$result_object_key.submitted_at
Example
"2024-01-23T10:30:00Z"
string
required
Name of the questionnaire
CEL
$result_object_key.questionnaire_name
Example
"Initial Intake Form"
string
ID of the practitioner
CEL
$result_object_key.practitioner
Example
"acbdefg"
string
Name of the practitioner
CEL
$result_object_key.practitioner_name
Example
"Dr. Marie Curie"
[]object
required
HI Questions and answers in the intake formCEL
$result_object_key.questions
Example
[
{
"answer": "Back pain",
"attachments": [
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
],
"client_profile_field_id": "primary_concern",
"column_names": [
"Symptom",
"Severity"
],
"id": "12342",
"office_note": "Patient reported severe pain",
"office_use": false,
"question_type": "text",
"rows": [
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
],
"text": "What is your primary concern?"
}
]
[]string
required
Mapped array of: Unique identifier for the question
CEL
$result_object_key.questions.map(x, x.id)
Example
[
"12342"
]
[]string
required
Mapped array of: Text of the question
CEL
$result_object_key.questions.map(x, x.text)
Example
[
"What is your primary concern?"
]
[]string
required
HI Mapped array of: Answer to the questionCEL
$result_object_key.questions.map(x, x.answer)
Example
[
"Back pain"
]
[]string
required
Mapped array of: Type of the question
CEL
$result_object_key.questions.map(x, x.question_type)
Example
[
"text"
]
[]bool
required
HI Mapped array of: Rows for table/grid questionsCEL
$result_object_key.questions.map(x, x.rows)
Example
[
[
{
"answers": [
"Back pain",
"Severe"
],
"text": "Back pain"
}
]
]
[]bool
required
Mapped array of: Column names for table/grid questions
CEL
$result_object_key.questions.map(x, x.column_names)
Example
[
[
"Symptom",
"Severity"
]
]
[]bool
required
Mapped array of: Whether the question is for office use only
CEL
$result_object_key.questions.map(x, x.office_use)
Example
[
false
]
[]string
required
Mapped array of: Office note for the question
CEL
$result_object_key.questions.map(x, x.office_note)
Example
[
"Patient reported severe pain"
]
[]string
required
Mapped array of: ID of the client profile field this question maps to
CEL
$result_object_key.questions.map(x, x.client_profile_field_id)
Example
[
"primary_concern"
]
[]bool
required
HI Mapped array of: Attachments associated with the questionCEL
$result_object_key.questions.map(x, x.attachments)
Example
[
[
{
"content_type": "application/pdf",
"file_name": "medical_report.pdf",
"id": "12342",
"url": "https://example.com/attachment.pdf"
}
]
]
string
ID of the associated appointment
CEL
$result_object_key.appointment_id
Example
"12342"
string
ID External system client IDCEL
$result_object_key.external_client_id
Example
"a7699305-7142-4599-a661-717b6bcd3305"
[]object
required
HI Consent forms associated with the intake formCEL
$result_object_key.consent_forms
Example
[
{
"document_type": "HIPAA",
"id": "12342",
"name": "HIPAA Consent",
"signed": true,
"submitted_at": "2024-01-23T10:30:00Z"
}
]
[]string
required
Mapped array of: Unique identifier for the consent form
CEL
$result_object_key.consent_forms.map(x, x.id)
Example
[
"12342"
]
[]string
required
Mapped array of: Name of the consent form
CEL
$result_object_key.consent_forms.map(x, x.name)
Example
[
"HIPAA Consent"
]
[]string
required
Mapped array of: Type of the consent document
CEL
$result_object_key.consent_forms.map(x, x.document_type)
Example
[
"HIPAA"
]
[]bool
required
Mapped array of: Whether the consent form has been signed
CEL
$result_object_key.consent_forms.map(x, x.signed)
Example
[
true
]
[]timing.v1.Timestamp
required
Mapped array of: Time the consent form was submitted
CEL
$result_object_key.consent_forms.map(x, x.submitted_at)
Example
[
"2024-01-23T10:30:00Z"
]