Requirements
PTEverywhere requires an active account and OAuth client credentials, granted by signing in with your account to connect — both are set up on its own site.[3]
Get your PTEverywhere credentials
Connect PTEverywhere in WEXTL
- Log in to your WEXTL account, add the PTEverywhere node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your PTEverywhere account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
PTEverywhere node modules
The list below is a reference of every PTEverywhere node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every PTEverywhere node module below — each one opens to show its input parameters, outputs, and connection requirements.
General Visit ReportSearch
Input fields[3]
| Field | Type |
|---|---|
| Date of Service | object |
Start DateRequired | date |
End DateRequired | date |
| Appointment Statuses | array |
| Claim Created | array |
| Current Responsibilities | array |
| Invoice Statuses | array |
| Locations | choice |
| Providers | choice |
| Services | choice |
| Patients | choice |
| Inventories | choice |
| Search String | text |
| Sorting | object |
| Sort By | text |
| Sort Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Patient | object |
| ID | text |
| Full name | text |
| First name | text |
| Last name | text |
| Patient code | text |
| Total appointment visit | number |
| Date of service | date |
| Appointment status | text |
| Provider | object |
| ID | text |
| Name | text |
| Service | object |
| ID | text |
| Name | text |
| Location | object |
| ID | text |
| Name | text |
| Invoice | object |
| Invoice status | text |
| Invoice no | text |
| Current responsibility | text |
| Package invoice number | text |
| Package invoice name | text |
| Claim created info | text |
| Charges | number |
| Payments | number |
| Units | number |
| Created by | number |
| Reason | text |
| Last update by | text |
| Last update date | date |
| Cancellation notice | text |
| Treatment note | object |
| ID | text |
| Treatment note no | text |
List Available Appointment BlocksSearch
List Contact Logs ReportSearch
Input fields[3]
| Field | Type |
|---|---|
| Methods | text |
| Patients | choice |
| Search String | text |
| Sorting | object |
| Sort By | text |
| Sort Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Method | text |
| Topic | object |
| ID | text |
| Name | text |
| Created by | object |
| ID | text |
| Name | text |
| Patient | object |
| ID | text |
| Name | text |
| Log time | text |
| Created at | date |
| Previous log | object |
| ID | text |
| Log time | text |
| Method | text |
| Topic | object |
List Demographics ReportSearch
Input fields[3]
| Field | Type |
|---|---|
| List Month | choice |
| List Insurance | array |
| Insurance Information | text |
| From Year | number |
| To Year | number |
| ZIP Code | text |
| Search String | text |
| Sorting | object |
| Sort By | text |
| Sort Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| First name | text |
| Last name | text |
| Date of birth | date |
| Month of birth | number |
| Year of birth | number |
| Phone number | text |
| Zip code | text |
| Address | text |
| City | text |
| State | text |
| Insurance info | text |
| Open case str | text |
| Close case str | text |
| Dependent of | object |
| ID | text |
| First name | text |
| Last name | text |
| Middle name | text |
List Package Membership ReportSearch
List Packages, Memberships & CreditsSearch
List Patient ReportSearch
Input fields[3]
| Field | Type |
|---|---|
| Created Date | object |
Start DateRequired | date |
End DateRequired | date |
| Time Range | text |
| First Appointment Date | object |
| Start Date | date |
| End Date | date |
| Locations | choice |
| Created By | choice |
| First Seen By | choice |
| Last Seen By | choice |
| Account Access | choice |
| Has Appointments | choice |
| Patient Status | choice |
| Search String | text |
| Sorting | object |
| Sort By | text |
| Sort Type | choice |
| Limit | number |
| Date of Service | object |
Start DateRequired | date |
End DateRequired | date |
Output fields[3]
| Field | Type |
|---|---|
| Patient name | text |
| Patient ID | text |
| text | |
| Phone | text |
| Registration date str | text |
| Registration by | text |
| First login date str | date |
| Last login date str | date |
| Total last logins | number |
| First appointment | object |
| ID | text |
| Start date | text |
| Last appointment | object |
| ID | text |
| Start date | text |
| Next appointment | object |
| ID | text |
| Start date | text |
| Last therapist | object |
| ID | text |
| Name | text |
| text | |
| Package membership | array |
| First appointment location | text |
| First seen by | text |
| Last seen by | text |
| Referred by name | text |
| Payers name | text |
| Total revenue | number |
5other output fields
List Provider Revenue ReportSearch
Input fields[3]
| Field | Type |
|---|---|
Start DateRequired | date |
End DateRequired | date |
| Locations | choice |
| Providers | choice |
| Services | choice |
| Packages Memberships | choice |
| Inventories | choice |
| Search String | text |
| Sorting | object |
| Sort By | text |
| Sort Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Patient ID | text |
| Patient name | text |
| Therapist name | text |
| Location | text |
| Patient email | |
| Date of service | date |
| Revenue | number |
| Adjustment | number |
| Collected | number |
| Due amount | number |
| Cpt | text |
Create an AppointmentAction
Templates
Look for PTEverywhere templates in the WEXTL template library.
Browse templates →Explore alternative apps
- DaySmart Vet[2]Cloud veterinary practice management for scheduling, records, and client communication.
- CharmHealthCloud EHR for patients, appointments, encounters, and clinical records.
- Clio GrowManage contacts, matters, inbox leads, lead sources, and locations in Clio Grow client intake.
- Clio ManageManage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management.
- AlfaDocsPractice management for dental clinics — patients, appointments, and records.
References
- WEXTL® PTEverywhere Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for PTEverywhere.
- WEXTL® visual workflow builder data.
Last updated: Jul 21, 2026 15:23