Patient Management

Core patient data and analytics for comprehensive patient relationship management.

Characteristics:

• Patient demographics - Core patient information and contact details
• Patient analytics - Lifetime value and business intelligence
• Follow-up management - Recall scheduling and tracking

Use Cases:

• Patient management systems
• Contact information updates
• Demographics analysis
• Marketing and communication
• Patient retention analysis
• Follow-up scheduling

Patient Data: Extract comprehensive patient demographic and contact information.

Parameters:

• customer_id (required): Your unique customer identifier
• from_date (required): Start date for filtering (YYYY-MM-DD format)
• to_date (required): End date for filtering (YYYY-MM-DD format)
• date_modifier (optional): Filter mode - "All" (default), "Created", or "Updated"
• mode (optional): Execution mode - "auto" (default), "stream", or "job"
• output_format (optional): Response format - "ndjson" (default), "json", or "csv"
• compression (optional): Compression type - "none" (default), "gzip", or "zip"

Date Modifier Behaviour:

• All: Returns all patient records regardless of creation/update dates
• Created: Returns patients created between from_date and to_date (uses ts_4_insert)
• Updated: Returns patients updated between from_date and to_date (uses ts_4_update)

Output Fields:

• patient_id: Unique patient identifier
• family_head_id: Family head patient ID (if applicable)
• patient_card: Patient card number
• created_date: Patient record creation timestamp
• updated_date: Patient record last update timestamp
• is_deleted: Deletion status (0=active, 1=deleted)
• patient_status: Current patient status (Active/Inactive)
• title: Patient title (Mr, Mrs, Dr, etc.)
• first_name: Patient first name
• surname: Patient surname
• address1: Primary address line
• address2: Secondary address line
• postcode: Postal/ZIP code
• suburb: Suburb/city
• state: State/province
• gender: Patient gender
• birthdate: Date of birth
• email_contact: Email address
• phone_contact: Home phone number
• mobile_contact: Mobile phone number
• contact_preference: Preferred communication method
• no_contact: No contact flag (0=contact allowed, 1=no contact)
• chart_first_seen_date: First appointment/chart date
• first_treat_date: First treatment date
• new_patient_date: Calculated new patient date
• latest_seen_date: Most recent treatment date
• practitioner_id: Assigned practitioner ID
• location_id: Primary practice location ID
• new_patient_location_id: Location where patient was first seen
• health_fund_id: Primary health fund/insurance ID
• insurance_fee_level: Fee level for insurance billing
• discount: Default discount percentage
• recall_for_check_up_date: Next recall appointment date
• medical_conditions: Has medical conditions flag (0=no, 1=yes)
• medical_conditions_recorded: Comma-separated list of medical conditions
• patient_alerts: Patient alert flags
• patient_alert_notes: Detailed alert notes
• allergies_present: Has allergies flag (0=no, 1=yes)
• allergies_recorded: Comma-separated list of allergies
• med_hist_last_updated: Last medical history update date
• referring_patient_id: Referring patient ID (if patient referral)
• referral_source_id: Referral source type code
• referral_date: Date of referral

Use Cases:

• Patient management systems integration
• Contact information synchronization
• Demographics analysis and reporting
• Marketing and communication campaigns
• Patient lifecycle tracking
• Referral source analysis

Analytics Data: Extract patient lifetime value and statistics.

Use Cases:

• Patient value analysis
• Business intelligence reporting
• Customer relationship insights

Recall Data: Extract patient recall and follow-up schedules.

Scheduling & Appointments

Complete appointment management including scheduling, status tracking, and optimisation.

Characteristics:

• Core appointments - Main appointment records with intelligent processing
• Status management - Appointment statuses and types for workflow control
• Schedule optimisation - Cancellation tracking and waitlist management
• Communication - Reminder and notification systems

Use Cases:

• Appointment booking systems
• Schedule management
• Cancellation analysis
• Waitlist optimisation
• Patient communication
• Scheduling templates

Financial Management

Comprehensive financial data including transactions, payments, invoicing, and accounts receivable.

Characteristics:

• Core financials - Main financial transaction records
• Payment processing - Receipts, deposits, and payment allocations
• Billing management - Invoices and discount tracking
• Accounts receivable - Debtor management and outstanding balances
• Pricing structure - Fee schedules and payment types

Use Cases:

• Financial reporting and analysis
• Revenue tracking
• Accounting system integration
• Business intelligence dashboards
• Payment reconciliation
• Debt collection workflows

Clinical & Treatment

Clinical data management including completed treatments and treatment planning.

Characteristics:

• Treatment records - Completed procedures and clinical work
• Treatment planning - Proposed treatments and care plans
• Service catalogue - Available procedures and service items

Use Cases:

• Clinical reporting and analysis
• Treatment outcome tracking
• Care plan management
• Service utilisation analysis
• Clinical decision support
• Quality assurance

Business Operations

Business expense management and operational cost tracking.

Characteristics:

• Expense tracking - Business expense records with date filtering
• Expense categorisation - Expense categories for financial reporting

Use Cases:

• Expense tracking and reporting
• Budget analysis
• Tax preparation
• Cost centre reporting
• Financial planning
• Operational efficiency analysis

Practice Setup & Configuration

Practice management configuration including staff, locations, and system setup.

Characteristics:

• Staff management - Practitioners and users with role definitions
• Location management - Practice locations and facilities
• System configuration - User roles and access control
• External relationships - Health funds, third parties, and referral sources
• Recall management - Recall types and follow-up configurations

Use Cases:

• Practice setup and configuration
• Staff management systems
• Location and facility management
• User access control
• External partner integration
• Follow-up system configuration

Advanced Tools

Advanced data extraction capabilities for power users and custom requirements.

Characteristics:

• Direct table access - Extract from any accessible database table
• CALL syntax - Advanced stored procedure execution
• Extended timeout - 180-second timeout for large extractions
• Flexible parameters - Custom table names and date filtering

Use Cases:

• Custom data extractions
• Ad-hoc reporting requirements
• Data migration projects
• Specialised analytics queries
• Direct database access
• Custom integration needs

Job Management

Background job management for large data extractions and processing with comprehensive monitoring and control.

When Jobs Are Created:

• Large datasets: >100,000 rows automatically trigger job processing
• File size threshold: >50MB estimated output size
• Explicit job mode: User specifically requests job processing
• System load balancing: High system load triggers job queuing
• Complex queries: Resource-intensive extractions
• Scheduled extractions: Automated recurring data pulls

Job Lifecycle States:

1. Queued - Job created and waiting for available processing resources
2. Running - Data extraction in progress with real-time progress updates
3. Completed - Data successfully extracted and available for download via S3
4. Failed - Error occurred during processing with detailed error information
5. Cancelled - Job manually cancelled by user or system timeout

Job Processing Features:

• Real-time progress tracking - Live percentage completion (0-100%)
• Row count monitoring - Current number of processed records
• Time estimation - Estimated completion time based on current progress
• Resource allocation - Dedicated processing resources for optimal performance
• Error handling - Detailed error messages and recovery suggestions
• Automatic retries - Built-in retry logic for transient failures

Download Management:

• S3 secure storage - Enterprise-grade cloud storage with encryption
• Presigned URLs - Time-limited, secure download links
• 12-hour expiry - URLs automatically expire for security
• Resume support - Partial download recovery for large files
• CDN acceleration - Global content delivery for faster downloads
• Bandwidth optimisation - Compressed files for efficient transfer

Monitoring & Notifications:

• Webhook integration - Real-time job completion alerts
• Email notifications - Optional email alerts for job status changes
• Progress callbacks - Periodic progress updates via webhooks
• Performance metrics - Execution time, throughput, and resource usage
• Audit logging - Complete job history and user actions

Security & Compliance:

• Data encryption - AES-256-GCM encryption for stored files
• Access control - Customer-specific job isolation
• Audit trail - Complete job lifecycle logging
• Automatic cleanup - Files removed after expiry for data protection
• IP restrictions - Optional IP-based access control

Integrations

Advanced webhook system for real-time notifications, system integration, and automated workflow triggers.

Supported Events:

• job.completed - Job finished successfully with download URL and metadata
• job.failed - Job encountered an error with detailed failure information
• job.cancelled - Job was manually cancelled or timed out
• job.progress - Periodic progress updates during job execution (optional)
• system.maintenance - Scheduled maintenance notifications
• api.rate_limit - Rate limit threshold warnings

Webhook Security Features:

• HMAC-SHA256 signature - Cryptographic payload verification using shared secret
• Timestamp validation - Prevents replay attacks with time-based verification
• IP whitelisting - Optional source IP restrictions for enhanced security
• TLS encryption - All webhook deliveries use HTTPS/TLS 1.3
• Signature verification - Complete payload integrity checking

Delivery & Reliability:

• Automatic retries - Up to 3 retry attempts with exponential backoff
• Delivery tracking - Complete success/failure monitoring and logging
• Timeout handling - 30-second response timeout with configurable settings
• Dead letter queue - Failed deliveries stored for manual retry
• Circuit breaker - Automatic endpoint disabling for persistent failures
• Rate limiting - Configurable delivery rate limits to prevent overwhelming

Webhook Payload Structure:

{
  "event": "job.completed",
  "timestamp": "2024-09-26T10:02:15Z",
  "signature": "sha256=abc123def456...",
  "delivery_id": "del_1758630144658",
  "attempt": 1,
  "data": {
    "job_id": "appointments_1758630144658_c7511999",
    "customer_id": "your-customer-id",
    "procedure_name": "appointments",
    "status": "completed",
    "rows_processed": 45678,
    "execution_time_seconds": 64.75,
    "file_size_bytes": 2048576,
    "s3_url": "https://secure-download-url",
    "expires_at": "2024-09-26T22:02:15Z",
    "output_format": "ndjson",
    "compression": "gzip",
    "metadata": {
      "from_date": "2024-01-01",
      "to_date": "2024-12-31",
      "date_modifier": "Created"
    }
  }
}

Signature Verification:

import hmac
import hashlib

def verify_webhook_signature(payload, signature, secret):
    expected_signature = hmac.new(
        secret.encode('utf-8'),
        payload.encode('utf-8'),
        hashlib.sha256
    ).hexdigest()
    return hmac.compare_digest(f"sha256={expected_signature}", signature)

Configuration Options:

• Event filtering - Subscribe to specific events only
• Custom headers - Add custom HTTP headers to webhook requests
• Retry configuration - Customize retry attempts and backoff strategy
• Timeout settings - Configure response timeout values
• Batch delivery - Group multiple events into single webhook call

Monitoring & Debugging:

• Delivery logs - Complete webhook delivery history
• Response tracking - HTTP status codes and response times
• Error analysis - Detailed failure reasons and troubleshooting
• Performance metrics - Delivery success rates and latency statistics
• Test endpoints - Webhook testing and validation tools

Use Cases:

• Automated workflows - Trigger business processes when jobs complete
• Real-time notifications - Instant alerts when data extraction finishes
• System integration - Connect CipherStream to other business systems
• Data pipeline automation - Chain multiple data processing steps
• Monitoring and alerting - Track job completion and system health
• Business intelligence - Trigger report generation and dashboard updates
• Customer notifications - Inform end users when their data is ready

Documentation

API documentation and OpenAPI schemas for integration and development.

Available Documentation:

• Interactive Docs - Swagger UI for testing endpoints
• OpenAPI Schema - Machine-readable API specification
• Integration Guides - Code examples and best practices

Use Cases:

• Interactive API testing and exploration
• Code generation for client libraries
• API documentation for development teams
• Integration planning and validation
• Request/response format reference