# Solum Health

## Docs

- [Create Credentialing Record](https://docs.getsolum.com/api-reference/credentialing/create-credentialing-record.md)
- [Get Credentialing Record](https://docs.getsolum.com/api-reference/credentialing/get-credentialing-record.md)
- [List Credentialing Records](https://docs.getsolum.com/api-reference/credentialing/list-credentialing-records.md)
- [Update Credentialing Record](https://docs.getsolum.com/api-reference/credentialing/update-credentialing-record.md)
- [Create Batch](https://docs.getsolum.com/api-reference/eligibility-batches/create-batch.md): Creates a batch eligibility check from a JSON array of items.
- [Get Batch](https://docs.getsolum.com/api-reference/eligibility-batches/get-batch.md): Retrieves batch info and checks. Automatically refreshes status for pending batches.
- [List Batches](https://docs.getsolum.com/api-reference/eligibility-batches/list-batches.md): Lists all eligibility check batches for the company with pagination.
- [Update Batch](https://docs.getsolum.com/api-reference/eligibility-batches/update-batch.md): Updates batch eligibility check metadata (name).
- [Delete Check](https://docs.getsolum.com/api-reference/eligibility-checks/delete-check.md): Soft-deletes an eligibility check. Use scope=all_versions to delete all versions.
- [Download Check PDF](https://docs.getsolum.com/api-reference/eligibility-checks/download-check-pdf.md): Returns a PDF rendering of the eligibility check (270/271). Only available for checks with a valid 271 response (eligibility_status = active or inactive).
- [Get Check](https://docs.getsolum.com/api-reference/eligibility-checks/get-check.md): Retrieves a single eligibility check with extracted data.
- [List Checks](https://docs.getsolum.com/api-reference/eligibility-checks/list-checks.md): Returns a paginated list of eligibility checks with optional filters.
- [Match Check](https://docs.getsolum.com/api-reference/eligibility-checks/match-check.md): Creates or updates a patient from eligibility check demographics and creates insurance records.
- [Update Check](https://docs.getsolum.com/api-reference/eligibility-checks/update-check.md): Update the eligibility status for an individual check.
- [Verify + Create Check](https://docs.getsolum.com/api-reference/eligibility-checks/verify-+-create-check.md): Runs an eligibility verification against the provider (Stedi) with the given subscriber/provider/encounter inputs, persists the result, and returns the saved check. If `eligibility_search_id` is provided and already has checks, the insert is a retry (increments check_number, clears is_main on priors…
- [List Stedi payers](https://docs.getsolum.com/api-reference/eligibility-payers/list-stedi-payers.md): Returns the Stedi payer directory. Response is cached for 24h per backend worker.
- [List external ID types for the caller's company](https://docs.getsolum.com/api-reference/external-id-types/list-external-id-types-for-the-callers-company.md)
- [Built-in extraction schemas the UI can offer as defaults](https://docs.getsolum.com/api-reference/extractions/built-in-extraction-schemas-the-ui-can-offer-as-defaults.md)
- [Fetch one extraction's status + result (poll while status=processing)](https://docs.getsolum.com/api-reference/extractions/fetch-one-extractions-status-+-result-poll-while-status=processing.md)
- [Fetch one form's schema, optionally filtered by variant](https://docs.getsolum.com/api-reference/extractions/fetch-one-forms-schema-optionally-filtered-by-variant.md)
- [Start an extraction over a set of files using a field schema](https://docs.getsolum.com/api-reference/extractions/start-an-extraction-over-a-set-of-files-using-a-field-schema.md)
- [Create File](https://docs.getsolum.com/api-reference/files/create-file.md): Upload a file. Optionally trigger AI extraction with extract=true.
- [Delete File](https://docs.getsolum.com/api-reference/files/delete-file.md)
- [Extract File](https://docs.getsolum.com/api-reference/files/extract-file.md): Trigger AI extraction on a file. Returns a job_id for polling.
- [Get File](https://docs.getsolum.com/api-reference/files/get-file.md): Get file metadata.
- [List Files](https://docs.getsolum.com/api-reference/files/list-files.md): List files.
- [Match File](https://docs.getsolum.com/api-reference/files/match-file.md): Match an extracted file to a patient (link, create, or update).
- [Update File](https://docs.getsolum.com/api-reference/files/update-file.md): Update a file's metadata.
- [Delete Form Header Image](https://docs.getsolum.com/api-reference/forms/delete-form-header-image.md): Remove a form's header image from storage and clear the URL from `form.metadata`. Idempotent: returns success even if no image is set.
- [Upload Form Header Image](https://docs.getsolum.com/api-reference/forms/upload-form-header-image.md): Upload a header image for a specific form. Writes the public URL into `form.metadata.form.headerImageUrl` and returns the updated metadata. Any previously-uploaded header image is removed from storage.
- [Create Insurance](https://docs.getsolum.com/api-reference/insurances/create-insurance.md)
- [Delete Insurance](https://docs.getsolum.com/api-reference/insurances/delete-insurance.md)
- [Get Insurance](https://docs.getsolum.com/api-reference/insurances/get-insurance.md)
- [List Insurances](https://docs.getsolum.com/api-reference/insurances/list-insurances.md)
- [Update Insurance](https://docs.getsolum.com/api-reference/insurances/update-insurance.md)
- [List Integration Sources](https://docs.getsolum.com/api-reference/integrations/list-integration-sources.md): List the integrations registered for the caller's company.
- [Run Sync](https://docs.getsolum.com/api-reference/integrations/run-sync.md): Trigger external sync for a patient.
- [Introduction](https://docs.getsolum.com/api-reference/introduction.md): Get started with the Solum Health API
- [Health Check](https://docs.getsolum.com/api-reference/monitoring/health-check.md): Health check endpoint for monitoring services like Better Stack.
- [Batch create/update patients](https://docs.getsolum.com/api-reference/patient-batch/batch-createupdate-patients.md): Create or update multiple patients in a single request. New patients are created all-or-nothing. Existing patients (matched by phone, email, or demographics) get non-null safe fields merged — identity fields are never overwritten.
- [List patient external IDs](https://docs.getsolum.com/api-reference/patient-external-ids/list-patient-external-ids.md)
- [Remove a patient's external ID for a given type](https://docs.getsolum.com/api-reference/patient-external-ids/remove-a-patients-external-id-for-a-given-type.md)
- [Set a patient's external ID for a given type](https://docs.getsolum.com/api-reference/patient-external-ids/set-a-patients-external-id-for-a-given-type.md)
- [Create Patient](https://docs.getsolum.com/api-reference/patients/create-patient.md)
- [Delete Patient](https://docs.getsolum.com/api-reference/patients/delete-patient.md)
- [Get Patient](https://docs.getsolum.com/api-reference/patients/get-patient.md)
- [Get Patient Timeline](https://docs.getsolum.com/api-reference/patients/get-patient-timeline.md)
- [List Patients](https://docs.getsolum.com/api-reference/patients/list-patients.md)
- [Match Suggestion (no-write)](https://docs.getsolum.com/api-reference/patients/match-suggestion-no-write.md): Run the canonical four-tier patient matcher against caller-supplied identifiers and return the verdict. Never persists. Used by the file detail page to lock or pre-fill its patient picker, and by future eligibility / prior-auth extraction surfaces. Identifiers are normalized with the same forgiving…
- [Update Patient](https://docs.getsolum.com/api-reference/patients/update-patient.md)
- [Upsert Patient (forgiving)](https://docs.getsolum.com/api-reference/patients/upsert-patient-forgiving.md): Forgiving upsert for integration partners. Normalizes phone / email / date_of_birth and silently drops unparseable values (reported via `dropped_fields`). Matches existing patients in priority: external_id → demographics → phone + fuzzy name → email + fuzzy name. Overwrites all provided non-null fie…
- [Create Payor Service](https://docs.getsolum.com/api-reference/payor-services/create-payor-service.md)
- [Delete Payor Service](https://docs.getsolum.com/api-reference/payor-services/delete-payor-service.md)
- [Get Payor Service](https://docs.getsolum.com/api-reference/payor-services/get-payor-service.md)
- [List Payor Services](https://docs.getsolum.com/api-reference/payor-services/list-payor-services.md)
- [Update Payor Service](https://docs.getsolum.com/api-reference/payor-services/update-payor-service.md)
- [Create Payor](https://docs.getsolum.com/api-reference/payors/create-payor.md)
- [Deactivate Payor](https://docs.getsolum.com/api-reference/payors/deactivate-payor.md)
- [Get Payor](https://docs.getsolum.com/api-reference/payors/get-payor.md)
- [List Payors](https://docs.getsolum.com/api-reference/payors/list-payors.md)
- [Put Payor Summary](https://docs.getsolum.com/api-reference/payors/put-payor-summary.md)
- [Soft Delete Payor](https://docs.getsolum.com/api-reference/payors/soft-delete-payor.md)
- [Update Payor](https://docs.getsolum.com/api-reference/payors/update-payor.md)
- [Buy a phone number from Twilio and provision it in Vapi](https://docs.getsolum.com/api-reference/phone-numbers/buy-a-phone-number-from-twilio-and-provision-it-in-vapi.md)
- [List phone numbers](https://docs.getsolum.com/api-reference/phone-numbers/list-phone-numbers.md)
- [Manually attach a phone number row (no Twilio/Vapi provisioning)](https://docs.getsolum.com/api-reference/phone-numbers/manually-attach-a-phone-number-row-no-twiliovapi-provisioning.md)
- [Search available Twilio phone numbers](https://docs.getsolum.com/api-reference/phone-numbers/search-available-twilio-phone-numbers.md)
- [Update a phone number](https://docs.getsolum.com/api-reference/phone-numbers/update-a-phone-number.md)
- [Create a prior authorization](https://docs.getsolum.com/api-reference/prior-authorizations/create-a-prior-authorization.md): Create a new prior authorization. Provide exactly one of `patient_id` (existing id) or `patient_data` (inline demographics; server find-or-creates). Optionally provide one of `payor_id` or `payor_data`. New authorizations start in `status=pending`.
- [Delete (soft) a prior authorization](https://docs.getsolum.com/api-reference/prior-authorizations/delete-soft-a-prior-authorization.md): Soft-delete a prior authorization by setting `active=false`. Distinct from `status=cancelled`: cancellation is a legitimate workflow end-state, deletion is a retraction of a wrong submission. Deleted authorizations are excluded from list endpoints and return 404 on subsequent GETs.
- [List prior authorizations](https://docs.getsolum.com/api-reference/prior-authorizations/list-prior-authorizations.md): Return a paginated list of prior authorizations for your company. Filters narrow by status, decision, type, patient, free-text patient name search, created-at date range, and expiration bucket.
- [Retrieve a prior authorization](https://docs.getsolum.com/api-reference/prior-authorizations/retrieve-a-prior-authorization.md): Return a single prior authorization by id, including nested patient, payor, providers, location, service block, result block, and attached files (with signed URLs).
- [Update a prior authorization](https://docs.getsolum.com/api-reference/prior-authorizations/update-a-prior-authorization.md): Update fields on an existing prior authorization. Transitioning `status` to `in_review` auto-stamps `submitted_at`; transitioning to `decided` requires `decision` to be set and auto-stamps `decided_at`. `appeal_status` may only be set when `decision` is `denied` or `partially_approved`; external cal…
- [Create Referral](https://docs.getsolum.com/api-reference/referrals/create-referral.md)
- [Delete Referral](https://docs.getsolum.com/api-reference/referrals/delete-referral.md)
- [Get Referral](https://docs.getsolum.com/api-reference/referrals/get-referral.md)
- [List Referrals](https://docs.getsolum.com/api-reference/referrals/list-referrals.md)
- [Update Referral](https://docs.getsolum.com/api-reference/referrals/update-referral.md)
- [Create Report](https://docs.getsolum.com/api-reference/reports/create-report.md): Generate reports as CSV or PDF. Supports patients, calls, eligibility batch, and eligibility report outputs.
- [Create a task](https://docs.getsolum.com/api-reference/tasks/create-a-task.md)
- [Create a task comment](https://docs.getsolum.com/api-reference/tasks/create-a-task-comment.md)
- [Delete a task](https://docs.getsolum.com/api-reference/tasks/delete-a-task.md)
- [Delete a task comment (own only)](https://docs.getsolum.com/api-reference/tasks/delete-a-task-comment-own-only.md)
- [Edit a task comment (own only)](https://docs.getsolum.com/api-reference/tasks/edit-a-task-comment-own-only.md)
- [Get task by ID](https://docs.getsolum.com/api-reference/tasks/get-task-by-id.md)
- [List task comments](https://docs.getsolum.com/api-reference/tasks/list-task-comments.md)
- [List tasks](https://docs.getsolum.com/api-reference/tasks/list-tasks.md)
- [Update a task](https://docs.getsolum.com/api-reference/tasks/update-a-task.md)
- [Complete Verification of Benefits](https://docs.getsolum.com/api-reference/verification-of-benefits/complete-verification-of-benefits.md): Mark Verification of Benefits as complete for a patient.
- [Run Verification of Benefits](https://docs.getsolum.com/api-reference/verification-of-benefits/run-verification-of-benefits.md): Run Verification of Benefits for a patient.
- [Create Webhook Subscription](https://docs.getsolum.com/api-reference/webhooks/create-webhook-subscription.md)
- [Delete Webhook Subscription](https://docs.getsolum.com/api-reference/webhooks/delete-webhook-subscription.md)
- [Get Webhook Subscription](https://docs.getsolum.com/api-reference/webhooks/get-webhook-subscription.md)
- [List Webhook Deliveries](https://docs.getsolum.com/api-reference/webhooks/list-webhook-deliveries.md)
- [List Webhook Subscriptions](https://docs.getsolum.com/api-reference/webhooks/list-webhook-subscriptions.md)
- [Redeliver Webhook](https://docs.getsolum.com/api-reference/webhooks/redeliver-webhook.md)
- [Test Webhook](https://docs.getsolum.com/api-reference/webhooks/test-webhook.md)
- [Update Webhook Subscription](https://docs.getsolum.com/api-reference/webhooks/update-webhook-subscription.md)
- [Create Workflow Stage](https://docs.getsolum.com/api-reference/workflow-stages/create-workflow-stage.md)
- [Delete Workflow Stage](https://docs.getsolum.com/api-reference/workflow-stages/delete-workflow-stage.md)
- [Get Workflow Stage](https://docs.getsolum.com/api-reference/workflow-stages/get-workflow-stage.md)
- [List Workflow Stages](https://docs.getsolum.com/api-reference/workflow-stages/list-workflow-stages.md)
- [Reorder Workflow Stages](https://docs.getsolum.com/api-reference/workflow-stages/reorder-workflow-stages.md)
- [Update Workflow Stage](https://docs.getsolum.com/api-reference/workflow-stages/update-workflow-stage.md)
- [Changelog](https://docs.getsolum.com/changelog.md): Latest updates and improvements to our product
- [Profile & Password](https://docs.getsolum.com/guides/account.md): Update your profile and change your password
- [AI Faxes](https://docs.getsolum.com/guides/ai-faxes.md): Process, extract data from, and match incoming faxes to patient profiles using Solum's AI-powered fax management
- [Manage Assistants](https://docs.getsolum.com/guides/assistants.md): Configure your AI assistants, assign default task owners, and link knowledge bases
- [Automatic Eligibility Checks](https://docs.getsolum.com/guides/automatic-eligibility-checks.md): Run eligibility checks automatically when a patient enters an insurance verification stage
- [Insurance Monitoring](https://docs.getsolum.com/guides/batch-eligibility.md): Submit multiple eligibility checks at once using a CSV file
- [Batch Patient Import](https://docs.getsolum.com/guides/batch-patient-import.md): Import multiple patients at once using a CSV file
- [Creating a Patient](https://docs.getsolum.com/guides/creating-a-patient.md)
- [Credentialing](https://docs.getsolum.com/guides/credentialling.md): Register your NPIs and link them to locations and insurances so they appear in eligibility check dropdowns
- [Custom Fields](https://docs.getsolum.com/guides/custom-fields.md): Define additional data fields on patient records to capture information specific to your workflows
- [Running an Eligibility Check](https://docs.getsolum.com/guides/eligibility-check.md): Verify a patient's insurance coverage and benefits directly from the Solum platform
- [Forgot Password](https://docs.getsolum.com/guides/forgot-password.md): How to reset your password if you've forgotten it
- [Form Submissions](https://docs.getsolum.com/guides/form-submissions.md): How patient form submissions become patient records
- [Insurance](https://docs.getsolum.com/guides/insurances.md): Set up the insurance payers your company works with for patient records and eligibility checks
- [Knowledge Bases](https://docs.getsolum.com/guides/knowledge-bases.md): Give your AI assistants the information they need to answer questions accurately
- [Locations](https://docs.getsolum.com/guides/locations.md): Set up your company's physical locations with addresses, contact info, and business hours
- [Notifications](https://docs.getsolum.com/guides/notifications.md): Choose which email notifications you receive
- [Patient Matching](https://docs.getsolum.com/guides/patient-matching.md): How the system decides whether incoming patient data updates an existing patient or creates a new one — for both technical integrators and operations teams.
- [Phone Numbers](https://docs.getsolum.com/guides/phone-numbers.md): Search, purchase, and manage phone numbers for SMS conversations and AI voice calls
- [Plan Types](https://docs.getsolum.com/guides/plan-types.md): X12 insurance plan type codes returned in eligibility responses and how they map to common plan names
- [Providers](https://docs.getsolum.com/guides/providers.md): Manage the healthcare providers who work at your company's locations
- [Service Type Codes](https://docs.getsolum.com/guides/service-type-codes.md): Mapping between official X12 service type codes and Solum service types used in the Eligibility API.
- [Services](https://docs.getsolum.com/guides/services.md): Define the types of services your company offers and assign them to providers
- [Tags](https://docs.getsolum.com/guides/tags.md): Organize and categorize patients and calls with color-coded labels
- [Tasks](https://docs.getsolum.com/guides/tasks.md): Understand what tasks are, how to create them, and how to respond to them inside Solum
- [Upsert Patient (API)](https://docs.getsolum.com/guides/upsert-patient.md): Forgiving create-or-update endpoint for integration partners — normalizes messy input, finds existing patients across four match tiers, and never 400s on bad fields.
- [Users](https://docs.getsolum.com/guides/users.md): Invite team members, assign roles, and manage who has access to your account
- [Webhooks](https://docs.getsolum.com/guides/webhooks.md): Subscribe to real-time events from Solum: how deliveries are signed, how to verify them, retry behavior, and the full event catalog.
- [Workflow Stages](https://docs.getsolum.com/guides/workflow-stages.md): Learn how to set up, customize, and reorder the stages that guide patients through your clinic's workflow
- [Requesting a Prior Authorization](https://docs.getsolum.com/how-to-request-a-prior-authorization.md): Step-by-step guide to submitting a prior authorization request through Solum
- [Reviewing a Prior Authorization](https://docs.getsolum.com/reviewing-a-prior-authorization.md)

## OpenAPI Specs

- [openapi](https://docs.getsolum.com/api-reference/openapi.json)