All Use Cases

AI Scribes, Forms and Intake

Create and update patients, then file clinical notes, signed forms and documents back to the chart.

The Challenge

Scribe and intake products produce exactly what a practice wants in the chart: a finished note, a signed consent form, an updated medical history. If the team has to copy it into the practice system by hand, most of the time saved is lost.

How CRMBridge Solves It

CRMBridge lets your product read the patient and their existing notes for context, then write the result back: a clinical note, a document, or updated patient details.

The practice team finds it in the patient record in the system they already use.

API Workflow

1

Authenticate

Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.

POST https://api.crmbridge.ai/v1/Auth
2

Find or create the patient

Match the person to an existing record, or create a new patient from the intake form.

POST https://api.crmbridge.ai/v1/CheckPatientExist
POST https://api.crmbridge.ai/v1/CreateNewPatient
Authorization: Bearer {token}
3

Read the context

Fetch the patient overview and earlier notes so your product starts from what the practice already knows.

GET https://api.crmbridge.ai/v1/GetPatientOverview
GET https://api.crmbridge.ai/v1/GetNotes
Authorization: Bearer {token}
4

Update patient details

Write back contact details and other fields the patient corrected on the form.

POST https://api.crmbridge.ai/v1/UpdatePatient
Authorization: Bearer {token}
5

File the note or document

Write the clinical note to the chart, or attach the signed form as a document.

POST https://api.crmbridge.ai/v1/CreateNote
POST https://api.crmbridge.ai/v1/UploadDocument
Authorization: Bearer {token}

Request and response fields for every endpoint are in the API docs.

Ready to Write Back to the Chart?

Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.