---
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`

## Request

- Base URL: `https://api.openintake.ai` (the document declares no server; this is the origin it was published from)
- URL: `https://api.openintake.ai/vapi/lookup-client-for-medical-provider`
- Auth: HTTP bearer

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 four shapes:
  - match=exact: name + date of loss matched; the matching case(s) with
    status, insurance records, and lien records, plus a dob_matched flag.
    Also returned with name_matched=false when no name matched but one
    client matches both dates
  - match=confirm: no name matched and the one client matching both
    dates has an unrelated name; only that name is returned, for the
    agent to confirm with the caller before retrying with it
  - 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
    - `artifact` object, nullable
    - `assistant` object, nullable

## 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

## Changes

- **2026-09-14** `2ad5aecbce08`: 2 info
  - added the new optional request property `message/artifact`
  - added the new optional request property `message/assistant`

[Operation history](https://skmtc.dev/openintake/apis/openintake-api/changes/vapi/lookup-client-for-medical-provider/post.md)

---

[API](https://skmtc.dev/openintake/apis/openintake-api.md) - [All operations](https://skmtc.dev/openintake/apis/openintake-api/llms.txt) - [OpenAPI document](https://skmtc.dev/openintake/apis/openintake-api/revisions/de90a8dcbc07?raw)