Products Solutions ResourcesResources Pricing

Sign In Book a Demo

Products Solutions Resources Pricing Sign In Book a Demo

Get Started

Welcome to Medplum FHIR Basics

Register an Account Import Sample Data Browse Sample Data Medplum Hello World

Introduction Invite a user The Admin Page The Apps Tab The Sign In Page

Medplum Provider

Adding Practitioners & Data Patient Profile Schedule Visits Submitting Claims to Candid Health Spaces Messages Orders (Labs & Imaging) Medications Tasks

Decision Guides

Application Design
- Authentication
- Access Control and Tenancy
Clinical and Operational Workflows
Implementation and Rollout
- Data Migration

Migrating to Medplum

Planning Your Migration Sequencing Your Migration Governing Data Mappings Converting Data to FHIR Building Migration Pipelines Validating and Reconciling Migrated Data Testing and Accepting Migrated Data Phased Adoption and Cutover

AI Coding Agents

Getting Started

Clinical Workflows

Intake & Registration

Intake Data Model Intake Questionnaires: Design and Extraction Post Intake Automation SMART Health Links

Designing Charting
Visit Templates and the SOAP Approach
Chart Data Model

React Scheduling Components
Defining Availability (Beta)
Matching Patients to Providers by State-by-State Licensure
Appointment $find
Appointment $book
Appointment $reschedule
Time Zones and Timestamps
Beta Changelog

Diagnostic Orders

Order Labs and Imaging
Results and Review

E-Prescribe (eRx) Medication Code Systems Modeling a Formulary Representing Prescriptions and Medication Orders

Care Coordination

Tasks and Work Queues
Teams, Assignment, and Top-of-License Care
Handoffs, Deadlines, and Escalation
Longitudinal Patient Case Tracking
Care Plans, Goals, and Progress
Automating Care Workflows
Clinical Decision Support and Follow-Through
Operational Reporting

Creating and Capturing Referrals
Recipients and Referral Packages
Sending Referrals and Tracking Delivery
Receiving and Triaging Referrals
Processing and Coordinating Referrals
Results and Closing the Loop
Worked Referral Example

Messaging & Communications

Messaging Data Model
Creating Your First Thread
Thread Lifecycle, Participants, and Access Control
Searching and Querying Threads
Message Response Tracking and Routing
Message Attachments
Message Editing and Drafts
Read Receipts and Message Status
Messaging Automations
External Messaging Integration Patterns
Representing Asynchronous Encounters

Billing and Payments

Representing Patient Insurance Coverage Insurance Eligibility Checks Creating CMS 1500 Creating Superbills

Clinical Configuration

Provider Directory

Modeling Provider Organizations
Modeling Provider Networks
Modeling Provider Qualifications

Organizations and Locations

Questionnaires & Assessments

Upload and Use Questionnaires
Modeling Questionnaires and Responses
Advanced Questionnaire Authoring
Saving and Resuming Questionnaire Responses
Parsing Questionnaire Responses

Consent & Signatures

Diagnostic Catalog & Coding

Defining your Diagnostic Catalog
Observation Reference Ranges
LOINC Codes

Clinical Protocols

Build

FHIR Data
Creating Data
Reading Data
Updating Data
Deleting Data
Binary Data
External Files and Document References
Resource History
FHIR Batch Requests
Processing Asynchronous Bundles
Working with FHIR Data
Multilingual Support
Data Validation
Profiles
Understanding USCDI Data Classes
Data Modeling
Patient Deduplication Architectures
- Architecture Overview Ingestion Matching Merging
Family Relationships

Basic Search Advanced Search Parameters The _filter Search Parameter Paginated Search Including Linked Resources Chaining Searches

Terminology Services

Commonly Used Terminologies Filtering Large Code Systems Local Codes Medplum Terminology Services

Connection API Mutations

React Components

Building a React Application Choosing React Components useSubscription Hook MedplumClient Lifecycle Events Mantine 6.x to 7.x Tree Shaking

Snowflake Amazon Redshift

DICOM Data Model DICOMweb API DICOM with the Medplum Agent DICOM with the Medplum CLI OHIF Viewer

Security & Compliance

Sign-in Flows
Medplum Redirect Login
Embedded Login
External Identity Providers
Domain-level Identity Providers
Google Authentication
User Tokens and Delegation
Token Exchange
On-Behalf-Of Delegation
Pre-Authorized Code
Direct External Authentication (Self-hosted)
Application Authentication
Client Credentials
Client Assertion (JWT Bearer)
Mutual TLS (mTLS)
Sessions and MFA
Access and Refresh Tokens
Logout
Multi-Factor Authentication (MFA)
How MFA Works

User Management

Using External IDs Custom Emails Project SMTP Project vs Server Scoped Users Open Patient Registration

Authorization and Access Control

Projects Access Policies IP Access Rules Project-Scoped URLs SMART Scopes Building a Tenant Selector Admin Users Binary Security Context Multi-Tenant Access Control User Configuration

HIPAA Compliance HITRUST Certification ONC Certification SOC2 Type II Certification CLIA/CAP Certification ISO 9001 HTI-4 CMS-0057-F CFR Part 11 Certification Version Policy Backup & Recovery Good Manufacturing Practices Alpha & Beta Features

Automate

Medplum $ai Operation Medplum MCP AWS Textract/Comprehend

Getting Started
Bot Basics
Unit Testing Bots
Running Bots Locally
Bot Triggers & Invocation
Cron Jobs for Bots
Consuming Webhooks
Bot for QuestionnaireResponse
Custom FHIR Operations
Common Use Cases & Patterns
Uploading Files
Create a PDF
HL7 to FHIR
Deployment & Infrastructure
Bots in Production
Bot Code Organization and Build Setup
Running Bots on Fission
Medplum Bot Layers
Security & Permissions
Bot Secrets
Run as User
Monitoring & Operations
Monitoring Bots

Publish and Subscribe Subscription Extensions Server-Scoped Subscriptions

Connecting to External FHIR Servers

Integrate

Medplum Integrations

E-Prescribe

Account Setup Sync a Provider Sync a Patient Multiple Practice Locations

Getting Started with DoseSpot Prescriber Enrollment Supervising Prescribers

Labs

Health Gorilla Lab Orders

Sending Orders Receiving Results Sync Resources from Health Gorilla Lab Ordering iFrame Multiple Locations Changelog User Management

Billing / RCM

Insurance eligibility
- Insurance and Benefits Eligibility Checks
Claim submission
- Professional Claims Submission (837P)
- Claim Responses (277 / 835)

Claim Submission Eligibility Check Payer Directory

Fax

Fax Number Porting

SMS

Setup Sending SMS Receiving SMS Threading

Operations

Connectivity

Agent Features Agent-Side Configuration Push to Agent System Requirements Agent Access Policy Agent CLI Commands Using Agent Search Parameters in Bulk Operations Agent Status Agent Bulk Status Agent Fetch Logs Agent Stats Agent Upgrade Agent Reload Config Acknowledgement Modes ASTM Channels High Throughput HL7 Channel Configuration Troubleshooting Manual Uninstall

Admit, Discharge, Transfer (ADT) Orders and Results

FHIRcast with .NET client

Standards

SMART App Launch CDS Hooks C-CDA Electronic Prior Auth

Deploy & Operate

Resource Definitions from Source Control

Reference

MedplumClient
Utilities
Bot Utilities
- core.hl7message
- core.botevent
Media Utilities
- PDF
  - core.createpdffunction
- Email

Auth
- Reset Password Endpoint Set Password Endpoint
FHIR
OAuth2
- Authorize endpoint Token endpoint UserInfo endpoint
Bot Endpoint Client Application Endpoint Invite User Endpoint
Overview Users

Rate Limits Uptime

Contributing

Local development setup Run the Stack Testing Working with package.json Upgrading Dependencies Publishing NPM Packages Server Profiling Search Architecture Terminology Architecture Running AWS Lambda Bots with Localhost Code of Conduct Developer Certificate of Origin

> bot

2 docs tagged with "bot"

Intake Questionnaires: Design and Extraction

Post Intake Automation

Last updated on Nov 8, 2026

Developers

Getting started
Documentation
Why Open Source
Search

Community

Case Studies
Discord
Storybook
GitHub
Knowledge Base
Contributing
Events

Company

About us
Pricing
Careers
Blog
Brand
Book a Demo

Security Terms of Service Privacy Policy

© 2026 Orangebot, Inc.