Difference between revisions of "API: External Referrals"

Revision as of 14:55, 20 March 2020

External Referrals are an alterative to making clients and referrals directly: they are held in a staging area, to be imported or rejected by the system administrator. This has the advantage that the caller of the API does not need to check whether the client they have is already known - the administrator can use the search tools in the GUI to prevent duplicates.

[PUT] https://api.dizions.co.uk/v2/external_referral

The org_type_id, surname and description fields must be passed as a minimum. Most optional fields are any field from the client endpoint:

 [
   {
       "org_type_id": "1",
       "surname": "Smith",
       "first_name": "Alice",
       "description": "Wants support with..."
   }
 ]

When the user imports the referral, they will be taken through the Record a Contact process, and the description will form the start of the details of contact. Including project will save the user who processes the referrals from having to select it each time they import:

 [
   {
       "org_type_id": "1",
       "surname": "Smith",
       "first_name": "Alice",
       "description": "Wants support with...",
       "project": "7"
   }
 ]

Multiple people can be sent in one PUT, for instance a carer and their cared-fors, or a client and their social worker. In both cases, it may be useful to specify the relationships between them. The key-values for the relationship can be found in the dictionary. In the example below, Alice is the mother (relationship 5 in our demo system) of Bob and Charlie. Bob and Charlie are the sons (relationship 8) of Alice. Bob and Charlie are brothers (relationship 15). The people are referenced by a zero-indexed list, following their order in the JSON, e.g. Alice is 0, with a relationship to 1 (Bob) and 2 (Charlie).

 [
   {
       "first_name": "Alice",
       "surname": "Smith",
       "org_type_id": "1",
       "description": "Wants support with...",
       "relationships": {
           "1": "5",
           "2": "5"
       }
   },
   {
       "first_name": "Bob",
       "surname": "Smith",
       "org_type_id": "2",
       "relationships": {
           "0": "8",
           "2": "15"
       },
       "carer_relationships": {
           "0": "5",
           "2": "5"
       }
   },
   {
       "first_name": "Charlie",
       "surname": "Smith",
       "org_type_id": "2",
       "relationships": {
           "0": "8",
           "1": "15"
       }
   }
 ]

Relationships are optional, but if specified, they must be in pairs. For instance, it is not possible to specify Bob as the son, without also specifying Alice as the mother.

Carer relationships can also be set, using the key carer_relationships. These must also be in pairs. Using the example above, if Alice cares for her sons, and Carer is relationship 3, and Cared-For is relationship is 4, the JSON would look like this:

 [
   {
       "first_name": "Alice",
       "surname": "Smith",
       "org_type_id": "1",
       "description": "Wants support with...",
       "relationships": {
           "1": "5",
           "2": "5"
       },
       "carer_relationships": {
           "1": "3",
           "2": "3"
       }
   },
   {
       "first_name": "Bob",
       "surname": "Smith",
       "org_type_id": "2",
       "relationships": {
           "0": "8",
           "2": "15"
       },
       "carer_relationships": {
           "0": "4"
       }
   },
   {
       "first_name": "Charlie",
       "surname": "Smith",
       "org_type_id": "2",
       "relationships": {
           "0": "8",
           "1": "15"
       },
       "carer_relationships": {
           "0": "4"
       }
   }
 ]