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GET
List documents
Returns document metadata, newest first: documents synced from the EHR document inbox, documents recorded by a patient or appointment live fetch, referral attachments and uploads. The file itself is not in the response; download it with GET /documents/. When has_file is false, request it first with POST /documents/fetch.

Query Parameters

  • start_date (string, required): Start of the date range (YYYY-MM-DD). Matches the EHR scan date for inbox documents, otherwise the day Cobalt stored the document.
  • end_date (string, required): End of the date range (YYYY-MM-DD, inclusive).
  • inbox (string, optional): true for only documents synced from the EHR document inbox, false to exclude them.
  • assigned_to_ehr_id (string, optional): Assignee’s staff ehr_id from GET /staff.
  • assigned_to_name (string, optional): Assignee name as shown in the EHR, e.g. Smith,Jane. Case- and space-insensitive. Use it for group assignees, which have no staff ID.
  • folder_ehr_id (string, optional): EHR folder (category) ID.
  • folder_name (string, optional): Folder (category) name, case-insensitive. Inbox documents use the full folder path, e.g. Fax Inbox/Referrals.
  • review_required (string, optional): true for documents marked for review in the EHR, false for the rest.
  • patient_mrn (string, optional): Patient MRN.
  • document_type (string, optional): file or visit_note.
  • page (integer, optional): Page number (default: 1).
  • page_size (integer, optional): Results per page, max 100 (default: 100).

Example Request

Example Response

Staying Up To Date

Subscribe to the document.created and document.updated sync events to hear about new inbox documents and changes (reassigned, refiled, marked for review) without polling.

Status Codes

  • 200: Documents returned.
  • 400: Missing or invalid dates, an invalid filter value, or an invalid page / page_size.

Authorizations

client_id
string
header
required
client_secret
string
header
required
access_token
string
header
required

Query Parameters

start_date
string
required

Start of the date range (YYYY-MM-DD, inclusive). Matches the EHR scan date for inbox documents, otherwise the day Cobalt stored the document.

Example:

"2026-03-15"

end_date
string
required

End of the date range (YYYY-MM-DD, inclusive).

Example:

"2026-03-20"

patient_mrn
string

Filter by patient Medical Record Number.

Example:

"12345"

document_type
enum<string>

Filter by type: "file" (a stored file) or "visit_note" (an encounter visit note, rendered to PDF on fetch).

Available options:
file,
visit_note
inbox
enum<string>

"true" returns only documents synced from the EHR document inbox; "false" excludes them.

Available options:
true,
false
folder_ehr_id
string

Filter by EHR folder (category) ID.

folder_name
string

Filter by folder (category) name, case-insensitive. Inbox documents use the full folder path, e.g. "Fax Inbox/Referrals".

Example:

"Lab Results"

assigned_to_ehr_id
string

Filter by assignee: a staff ehr_id from GET /v1/staff.

Example:

"staff-123"

assigned_to_name
string

Filter by assignee name as shown in the EHR (e.g. "Smith,Jane"), case- and space-insensitive. Use for group assignees, which have no staff ID.

review_required
enum<string>

Filter by whether the document is marked for review.

Available options:
true,
false
page
string

Page number (default 1).

Example:

"1"

page_size
string

Results per page (1-100, default 100).

Example:

"100"

Response

Documents for the account

success
boolean
required
documents
object[]
required
pagination
object
required