Practice Better Activities

Custom UiPath Library to automate interactions with the Practice Better platform for retrieving client details, bookings, invoices, notes, tags, and authentication.

This is a UiPath library designed to streamline interactions with the Practice Better platform. It includes multiple API-based activities to retrieve client and practice-related data efficiently.

New Features & Functionality

1. Get Patient From:

Retrieves patient details from the Practice Better platform.

Input: Patient identifier (e.g., ID, email)

Output: Patient profile details

2. Get Practice Better All Tags List:

Fetches all available tags in Practice Better.

• Output: List of tag names and IDs

3. Get Latest Medication Note:

Retrieves the most recent medication note for a client.

• Input: Client ID
• Output: Latest medication entry

4. Get Latest Invoice:

Fetches the most recent invoice associated with a client.

• Input: Client ID
• Output: Invoice details

5. Get Latest Booking:

Retrieves the most recent booking for a client.

• Input: Client ID
• Output: Booking details (date, time, status)

6. Get Client Tags:

Fetches all tags associated with a specific client.

• Input: Client ID
• Output: List of tag names and IDs

7. Get Client Notes and Recordings:

Retrieves all notes and recordings linked to a client.

• Input: Client ID
• Output: Notes and recordings details

8. Get Client Invoices:

Fetches all invoices linked to a client.

• Input: Client ID
• Output: List of invoices

9. Get Client ID from Client Email:

Searches for a client’s ID using their email address.

• Input: Client email
• Output: Client ID

10. Get Client Details:

Retrieves comprehensive details of a client.

• Input: Client ID
• Output: Client profile information

11. Get Client Bookings:

Fetches all bookings for a specified client.

• Input: Client ID
• Output: List of bookings

12. Add or Remove Tag :

Adds or removes a tag for a specified client.

• Input: Client ID, Tag ID, Action (Add/Remove)
• Output: Success or failure response

13. Get Login Token :

Generates an authentication token for API access.

• Input: API credentials
• Output: Auth token (valid for API calls)

13. Activate License Code :

Activity to activate the License Code provided by the Activity creator to access the package.

• Input: License Code, Email
• Output: Success or failure response

If you are a first-time user, please register your device using the "Activate License Code" activity.

Key Features of Practice Better Library v1.0.0

• Client Data Retrieval – Fetch patient details, invoices, bookings, notes, and recordings.
• Tag Management – Get all tags, client-specific tags, and add/remove tags.
• Authentication – Generate login tokens for secure API access.
• Optimized Performance – Faster API responses with improved error handling.