Create a worklist

POST/v1/worklists

Send the accounts you already work. Daybook runs each item through your rules and reports back per item.

Call this with AIA brief with this endpoint's request, response and auth, ready for a typed client in your language.

Body

namestringrequired
itemsobject[]
Accounts, one per item. Any columns you have; Daybook maps the standard ones (payer, member, claim, balance).
csv_urlstring
Or an HTTPS link to an export from your PM system.
rulesstring[]
Rule ids to run on every item.

Try itEdit the fields and copy the request. Nothing is sent from this page.

API keykept in this tab; masked on screen, copied in full

namestringrequired

itemsobject[]

csv_urlstring

rulesstring[]

curl -X POST https://api.daybookhealthcare.com/v1/worklists \
  -H "Authorization: Bearer $DAYBOOK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
    "name": "AR over 30 days",
    "csv_url": "https://example.com/exports/ar-30.csv?token=...",
    "rules": [
      "rule_01JBXJ1"
    ]
  }'

Response

idstring
Unique id, prefixed wl_.
statusstring
processing, running or done.
item_countinteger
rulesstring[]

curl -X POST https://api.daybookhealthcare.com/v1/worklists \
  -H "Authorization: Bearer $DAYBOOK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
    "name": "AR over 30 days",
    "csv_url": "https://example.com/exports/ar-30.csv?token=...",
    "rules": [
      "rule_01JBXJ1"
    ]
  }'

Response 200

{
  "id": "wl_01JBXJ9",
  "object": "worklist",
  "status": "processing",
  "item_count": 0,
  "rules": [
    "rule_01JBXJ1"
  ]
}