Clinical Workflows (1.0.0)

Retrieves all non-deleted therapist notes for a specific client filtered by record type. The internal field therapistnotes_notetype_id is renamed to record_type in the response.

Request fields:

• record_type_id (required): The note type identifier.
• client_user_id (required): The client's user ID.

Returns: Array of therapist note objects with record_type, note data, approval status, signature, and timestamp fields (HTTP 200). HTTP 204 if no notes are found for the given criteria.

Retrieves the 10 most recent therapist note history records for a specific client filtered by record type, ordered by ID descending. The internal field therapistnotes_notetype_id is renamed to record_type in the response.

Request fields:

• record_type_id (required): The note type identifier.
• client_user_id (required): The client's user ID.

Returns: Array of therapist note history objects with record_type, note data, and timestamp fields (HTTP 200). HTTP 204 if no history records are found for the given criteria.

Creates a new therapist note or updates an existing one. Accepts multipart form data containing a JSON metadata field and optional file attachments.

Uploaded files are processed through the DocumentProcessService to extract their text content, which is appended to the note summary before being passed to the background worker. For all record types except Psychotherapy Notes (record_type=1), two async Celery tasks are dispatched: one to process and de-identify the clinical note, and one to update the session event status to "Therapist Summary Notes".

Request (multipart/form-data):

• metadata (required): JSON string containing:
  • id (optional): ID of an existing note to update; omit to create.
  • data (required): Note content fields.
  • record_type (required): Note type identifier.
  • client_user_id (required): Client's user ID.
  • therapist_user_id (required): Therapist's user ID.
  • therapist_client_id (required): Therapist-client relationship ID.
  • therapist_session_id (optional): Associated session ID.
• files (optional): One or more file attachments to include in the note.

Returns: The ID of the created or updated note record (HTTP 201).

Soft-deletes a therapist note by setting its is_deleted flag to True and recording the deletion timestamp. The record is retained in the database and will no longer appear in active queries.

Path parameter:

• id (required): Primary key of the note to delete.

Returns: The ID of the deleted note (HTTP 204), or HTTP 404 if not found.

Returns all active (non-deleted) therapist note type metadata records, ordered by ID ascending. Each record describes a supported note/record type that can be used as a record_type value when creating or querying therapist notes.

Returns: Array of note type metadata objects (HTTP 200).

Retrieves all SOAP notes for a specific client filtered by note/record type. Returns the complete set of non-deleted records. Internal field names are renamed so that therapist_notes_notetypeid is exposed as record_type and therapist_data as data.

Request fields:

• record_type_id (required): The note type identifier.
• client_user_id (required): The client's user ID.

Returns: Array of SOAP note objects with record_type, data, approval status, signature, session ID, and timestamp fields (HTTP 200). HTTP 204 if no notes are found for the given criteria.

Retrieves the 10 most recent SOAP note history records for a specific client filtered by record type, ordered by ID descending.

Typical use cases:

• Viewing the clinical note history for a client.
• Populating pre-session briefs with past notes.

Request fields:

• record_type_id (required): The note type identifier.
• client_user_id (required): The client's user ID.

Returns: Array of SOAP note history records with record_type and data fields (HTTP 200). HTTP 204 if no notes are found for the given criteria.

Retrieves a filtered view of SOAP note history for a specific client and record type. Considers the 30 most recent history entries (ordered by update_timestamp descending) and returns only:

• The single most recent record, regardless of approval status.
• All approved (is_approved=True) records within those 30 entries.

This surfaces the latest draft alongside previously approved notes, giving a clinically relevant and de-cluttered history without showing every unapproved revision.

Request fields:

• record_type_id (required): The note type identifier.
• client_user_id (required): The client's user ID.

Returns: Array of SOAP note history objects including data, approval status, signature, session start/end times, and timestamp fields (HTTP 200). HTTP 204 if no matching history records are found.