v2

latestOpenAPI 3.1.12026-08-078549932.4 MB

Estimates

Email the estimate PDF to the client through the unified communications inbox. Composes an Email-channel message (visible in /chat) with the rendered PDF attached, then records the presentation: Draft plans bump to Presented and a PlanPresented consent event is logged either way.

post/Estimates/{id}/email-to-client

idstring required

recipientEmailstring nullable

Overrides the client's email on file when provided.

messagestring nullable

Email body; a default message is used when omitted.

subjectstring nullable

Email subject; defaults to "Estimate {number} for {patient}".

sentTostring required

The address the estimate was sent to.

threadIdstring nullable

The communications thread the message landed in (for deep-linking /chat).