Coordinalo — Service Business Operations

Confirm a booking (Servicialo spec). Dual-mode: (1) with credential — uses the confirmation token from scheduling_book, no API key needed; (2) with booking_id — uses API key to confirm an existing session. Returns confirmed status with timestamp.

Reschedule a session to a new time (Servicialo spec). Cancels the original session and creates a new one at the specified datetime. Requires confirm: true and X-Org-Api-Key.

Assign or unassign a provider to/from a service. Controls which providers can deliver which services.

Create a new bookable service in an existing organization. Use this for day-to-day service management (requires X-Org-Api-Key). For initial org setup, prefer admin_create_service instead. After creating, use service_assign_provider to link providers. A service without providers cannot accept bookings. Optional delivery-verification overrides per service: verificationLevel (none = silent auto-complete, legacy; default_confirm = both can confirm and silence auto-confirms after the org window; dual_confirm = the client must positively confirm, silence does NOT; documented = the provider must attach evidence) and qualityCapture (ask the client for a 1–5 rating on confirmation). Omit both to inherit the organization defaults.

List services of an organization. Can filter by active status, discoverability, or category.

Update an existing service (price, duration, status, etc.). Creates a price history entry if price changes. Delivery-verification overrides can be changed too: verificationLevel (none / default_confirm / dual_confirm / documented — see service_create for semantics) and qualityCapture (1–5 rating on confirmation). Pass null on either to reset that field and inherit the organization default again; omit to leave it unchanged.

Read the clinical note of a session. Non-restricted notes return full content. Notes marked dataSensitivity=restricted return metadata only (type, sensitivity, timestamps, which fields are present) with the clinical text withheld — pass includeRestricted: true to retrieve the full content, which logs an audited restricted-access event and increments the access counter. Returns note: null if the session has no note.

Create or update the clinical note (ficha) of a session: evolution, treatmentPerformed, nextSessionPlan, type (evaluacion/tratamiento/derivacion/cierre), progressMetrics, etc. One note per session (upsert). Sensitivity is resolved automatically (health-vertical orgs default to restricted). NOTE: unlike the provider's own UI save, this does NOT create the provider-confirmed DeliveryProof nor award practice points — those are provider-bound actions (PDC-SEC-001); use the provider portal / REST for delivery confirmation.

Get organization settings. THIS IS THE ENTRY POINT for anything configurable: call it with no filters first to get the full map. Settings are indexed on two axes — `group` (the sections a human sees in the settings screen: profile, availability, client_fields, communication, reminders, automations, finances, delivery, cancellation, tax) and `chapter` (the onboarding-interview sequence: basics, availability, communication, finances, policies, reminders, client_data). Prefer `group`. Or pass `keys` for specific settings (comma-separated, e.g. "policies.noShowMaxStrikes,finances.clientPaymentTiming"). Covers ~88 keys including cancellation-policy tiers, granular reminder timing, dunning sequence, retention, delivery verification and the SII tax profile. The response also carries `meta` (label, type, valid options and dependencies per key) and `panels` — the configuration surfaces that are NOT scalar settings (bank accounts, payment credentials, API keys, members): each panel names the tools that cover it, or states why none does.

Update organization settings. Partial update — only provided keys are changed. Pass a settings object with key-value pairs (e.g. {"policies.noShowMaxStrikes": 3, "finances.clientPaymentTiming": "BEFORE"}). ALL values are validated before ANY is written: if one key fails, nothing changes — so related keys can be sent together and either all land or none do. That matters for settings with invariants between them (the cancellation tiers, where the partial-charge window must sit closer to the appointment than the no-charge one) and for the SII tax profile, whose legally required fields must arrive in a single call the first time. Returns the full updated settings for the affected chapters. See settings_get for available keys, valid values and dependencies.

Get the full detail of a single treatment/care plan by id: diagnosis, objectives, notes, status timeline, expiration, the intake session, and all plan items (service, quantity, frequency, priority, sessions booked/completed). Read-only.

List treatment/care plans of an organization with client, provider, status, objectives and their items (services with quantity/frequency/priority). Filter by clientId, status or proveedorId; paginated (page/limit). Read-only — plan creation/editing stays in the UI (requires clinical supervision).