v2

latestOpenAPI 3.1.12026-08-078549932.4 MB
Estimates

Record the client's acceptance of a presented plan WITHOUT converting it to an invoice. The in-visit present flow uses this: the client approves the plan (consent + optional signature + chosen tier) up front; the bill is created later by convert-to-invoice once services are performed. Sets status Accepted + tier and logs a PlanAccepted consent event; leaves the estimate un-converted (no InvoiceId).

post/Estimates/{id}/accept

Path parameters

idstring required

Request body

selectedTierstring
consentMethodstring

How consent was captured. "InApp" (tap-accept) or "Signature" (+ signature fields).

signatureDatastring nullable

Base64-encoded PNG of the signature (required when ConsentMethod=Signature).

signedNamestring nullable

Typed name the signer provided (required when ConsentMethod=Signature).

Response

OK

idstring
estimateNumberstring
clientIdstring nullable
clientNamestring nullable
patientIdstring nullable
patientNamestring nullable
appointmentIdstring nullable
statusstring
selectedTierstring nullable
invoiceIdstring nullable
notesstring nullable
createdByIdstring nullable
createdByNamestring nullable
createdAtstring date-time
updatedAtstring date-time