Consumer Configuration Guide

Overview

This document provides standardized guidance for configuring consumers using Azodha's APIs. Consumers are the primary end-users of the platform, including patients, healthcare providers (HCPs), guardians, and dependents. Each consumer has a specific role aligned with their relationship to the platform.

Consumer Types

  • Patients: Individuals receiving healthcare services

  • Healthcare Proxies (HCPs): Individuals authorized to make healthcare decisions for others

  • Guardians: Individuals managing care for dependents

  • Dependents: Individuals whose healthcare is managed by guardians

Creation Methods

There are two standard methods for creating consumers in the system:

1. Self Sign-Up

Enables consumers to register themselves using OAuth2 credentials configured in the platform. This method provides user autonomy and self-service capabilities.

Implementation Requirements

  • Unique identifier (email or phone number) for authentication

  • OAuth2 integration for secure authentication

  • Proper validation of required fields

  • Consent and privacy policy acceptance tracking

Create a New Patient

POST /api/v1/patients/

This endpoint is used to create a new Patient

Headers

Name
Value

Content-Type

application/json

Authorization

Bearer <token>

organization_code

Organization Code

Body

Name
Type
Description
Required

firstName

string

Consumer's first name

Yes

lastName

string

Consumer's last name

Yes

email

string

Valid email address

Yes*

mobileNumber

string

Valid phone number

Yes*

birthDate

date

Date of birth (YYYY-MM-DD)

Yes

gender

enum

MALE, FEMALE, OTHERS, UNKNOWN

Yes

middleName

string

Consumer's middle name

timeZone

string

Consumer's time zone

addressLine1

string

Primary address line

addressLine2

string

Secondary address line

city

string

City of residence

state

string

State/province of residence

zipCode

string

Postal/ZIP code

country

string

Country of residence

secondaryEmail

string

Backup email address

secondaryPhone

string

Backup phone number

regionName

string

Geographic region

territory

string

Specific territory

mrn

string

Medical Record Number

department

string

Related department

isDependant

boolean

Whether consumer is a dependent

isPrimary

boolean

Whether consumer is primary account holder

organizationId

number

Associated organization ID

profilePicCloudId

string

Cloud ID for profile picture

Response

2. Service Provider-Generated

It enables healthcare providers and staff to create consumer accounts directly, which is particularly useful during initial onboarding or intake processes.

Implementation Requirements

  • Service provider authentication and authorization

  • Mandatory fields validation

  • System-generated notification to the consumer

  • Temporary access credentials generation

Create a New Patient as a Service Provider

POST/api/v1/service-providers/patients/

This endpoint is used to create a new Patient

Headers

Name
Value

Content-Type

application/json

Authorization

Bearer <token>

organization_code

Organization Code

Body

Name
Type
Description
Required

firstName

string

Consumer's first name

Yes

lastName

string

Consumer's last name

Yes

email

string

Valid email address

Yes*

mobileNumber

string

Valid phone number

Yes*

birthDate

date

Date of birth (YYYY-MM-DD)

Yes

gender

enum

MALE, FEMALE, OTHERS, UNKNOWN

Yes

middleName

string

Consumer's middle name

timeZone

string

Consumer's time zone

addressLine1

string

Primary address line

addressLine2

string

Secondary address line

city

string

City of residence

state

string

State/province of residence

zipCode

string

Postal/ZIP code

country

string

Country of residence

secondaryEmail

string

Backup email address

secondaryPhone

string

Backup phone number

regionName

string

Geographic region

territory

string

Specific territory

mrn

string

Medical Record Number

department

string

Related department

isDependant

boolean

Whether consumer is a dependent

isPrimary

boolean

Whether consumer is primary account holder

organizationId

number

Associated organization ID

profilePicCloudId

string

Cloud ID for profile picture

Response

Configuration Components

Guardian-Dependent Relationships

Guardians can manage healthcare for dependents who cannot do so themselves. Each dependent must be linked to at least one guardian through the guardian object. The relationship establishes access controls and permissions for healthcare management. Primary guardians receive all notifications and can make decisions, while secondary guardians have limited access based on configured permissions.

Custom Data Templates (CDTs)

The platform supports Custom Data Templates (CDTs) for organization-specific data requirements. CDTs provide a flexible framework for storing specialized information that doesn't fit into the standard consumer model. Each CDT has a unique identifier, can be configured for single or multiple records, and supports custom field definitions for capturing domain-specific information.

Multiple Address Management

Consumers can maintain multiple addresses (home, work, billing, etc.) through the structured address object. Each address can be categorized by type, marked as primary or secondary, and includes standard location information. The system allows efficient address management with search capabilities by type, region, or purpose.

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