---
title: "Lookup Client For Medical Provider"
method: POST
path: "/vapi/lookup-client-for-medical-provider"
tags: ["Vapi"]
---

# Lookup Client For Medical Provider

`POST /vapi/lookup-client-for-medical-provider`

Look up a client on behalf of a calling medical provider.

Vapi custom tool. Expects arguments:
  - first_name: the patient's first name
  - last_name: the patient's last name
  - date_of_birth: the patient's date of birth (YYYY-MM-DD, optional)
  - date_of_loss: the incident date (YYYY-MM-DD, optional)

At least one of date_of_birth or date_of_loss is required. When both are
given, date of loss is the primary match key (much of the firm's DOB data
is missing), with DOB corroborating. Returns one of three shapes:
  - match=exact: name + date of loss matched; the matching case(s) with
    status, insurance records, and lien records, plus a dob_matched flag
  - match=candidates: the union of clients sharing the date of birth and
    clients on a case with that date of loss, so the agent can retry with
    a corrected name if one was mis-transcribed
  - match=none: nothing matched either date

## Request body

- VapiCustomToolRequest — Wrapper for Vapi custom tool requests.
  - `message` VapiMessage, required
    - `type` string, required
    - `toolCallList` VapiToolCall[], required
      - `id` string, required
      - `type` string
      - `function` VapiToolCallFunction, required
        - `name` string, required
        - `arguments` object, required
    - `call` VapiCallObject
      - `id` string, required

## Response `200`

Successful Response

- VapiCustomToolResponse — Standard Vapi custom tool response format.
  - `results` VapiToolResult[], required
    - `toolCallId` string, required
    - `result` string, required

## Other responses

- `422` — Validation Error

---

[API](https://skmtc.dev/openintake/apis/fastapi.md) · [All operations](https://skmtc.dev/openintake/apis/fastapi/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/openintake/fastapi/revisions/4a81645b59f6/schema)