Create Task

curl --request POST \
  --url https://api.usecobalt.com/v1/tasks \
  --header 'Content-Type: application/json' \
  --header 'access_token: <api-key>' \
  --header 'client_id: <api-key>' \
  --header 'client_secret: <api-key>' \
  --data '
{
  "description": "<string>",
  "patient_mrn": "<string>",
  "subject": "<string>",
  "assignee_user_id": "<string>",
  "phone_call_type_id": "<string>",
  "notify_list": [
    "<string>"
  ]
}
'

import requests

url = "https://api.usecobalt.com/v1/tasks"

payload = {
    "description": "<string>",
    "patient_mrn": "<string>",
    "subject": "<string>",
    "assignee_user_id": "<string>",
    "phone_call_type_id": "<string>",
    "notify_list": ["<string>"]
}
headers = {
    "client_id": "<api-key>",
    "client_secret": "<api-key>",
    "access_token": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {
    client_id: '<api-key>',
    client_secret: '<api-key>',
    access_token: '<api-key>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    description: '<string>',
    patient_mrn: '<string>',
    subject: '<string>',
    assignee_user_id: '<string>',
    phone_call_type_id: '<string>',
    notify_list: ['<string>']
  })
};

fetch('https://api.usecobalt.com/v1/tasks', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.usecobalt.com/v1/tasks",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'description' => '<string>',
    'patient_mrn' => '<string>',
    'subject' => '<string>',
    'assignee_user_id' => '<string>',
    'phone_call_type_id' => '<string>',
    'notify_list' => [
        '<string>'
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "access_token: <api-key>",
    "client_id: <api-key>",
    "client_secret: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.usecobalt.com/v1/tasks"

	payload := strings.NewReader("{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("client_id", "<api-key>")
	req.Header.Add("client_secret", "<api-key>")
	req.Header.Add("access_token", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.usecobalt.com/v1/tasks")
  .header("client_id", "<api-key>")
  .header("client_secret", "<api-key>")
  .header("access_token", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.usecobalt.com/v1/tasks")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["client_id"] = '<api-key>'
request["client_secret"] = '<api-key>'
request["access_token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "success": true,
  "message": "<string>",
  "task_id": "<string>",
  "job_id": 123
}

{
  "success": true,
  "message": "<string>"
}

{
  "success": true,
  "message": "User not found."
}

{
  "success": true,
  "message": "<string>"
}

POST

tasks

Create Task

curl --request POST \
  --url https://api.usecobalt.com/v1/tasks \
  --header 'Content-Type: application/json' \
  --header 'access_token: <api-key>' \
  --header 'client_id: <api-key>' \
  --header 'client_secret: <api-key>' \
  --data '
{
  "description": "<string>",
  "patient_mrn": "<string>",
  "subject": "<string>",
  "assignee_user_id": "<string>",
  "phone_call_type_id": "<string>",
  "notify_list": [
    "<string>"
  ]
}
'

import requests

url = "https://api.usecobalt.com/v1/tasks"

payload = {
    "description": "<string>",
    "patient_mrn": "<string>",
    "subject": "<string>",
    "assignee_user_id": "<string>",
    "phone_call_type_id": "<string>",
    "notify_list": ["<string>"]
}
headers = {
    "client_id": "<api-key>",
    "client_secret": "<api-key>",
    "access_token": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {
    client_id: '<api-key>',
    client_secret: '<api-key>',
    access_token: '<api-key>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    description: '<string>',
    patient_mrn: '<string>',
    subject: '<string>',
    assignee_user_id: '<string>',
    phone_call_type_id: '<string>',
    notify_list: ['<string>']
  })
};

fetch('https://api.usecobalt.com/v1/tasks', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.usecobalt.com/v1/tasks",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'description' => '<string>',
    'patient_mrn' => '<string>',
    'subject' => '<string>',
    'assignee_user_id' => '<string>',
    'phone_call_type_id' => '<string>',
    'notify_list' => [
        '<string>'
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "access_token: <api-key>",
    "client_id: <api-key>",
    "client_secret: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.usecobalt.com/v1/tasks"

	payload := strings.NewReader("{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("client_id", "<api-key>")
	req.Header.Add("client_secret", "<api-key>")
	req.Header.Add("access_token", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.usecobalt.com/v1/tasks")
  .header("client_id", "<api-key>")
  .header("client_secret", "<api-key>")
  .header("access_token", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.usecobalt.com/v1/tasks")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["client_id"] = '<api-key>'
request["client_secret"] = '<api-key>'
request["access_token"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"description\": \"<string>\",\n  \"patient_mrn\": \"<string>\",\n  \"subject\": \"<string>\",\n  \"assignee_user_id\": \"<string>\",\n  \"phone_call_type_id\": \"<string>\",\n  \"notify_list\": [\n    \"<string>\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "success": true,
  "message": "<string>",
  "task_id": "<string>",
  "job_id": 123
}

{
  "success": true,
  "message": "<string>"
}

{
  "success": true,
  "message": "User not found."
}

{
  "success": true,
  "message": "<string>"
}

Depending on the EMR system connected to the account, additional fields beyond the base required fields may be required. If a conditionally required field is missing, the API will return a 400 error specifying the missing field.

Request Parameters

Required Fields

These fields are always required regardless of the connected EMR:

description (string, required): Task description/body content
patient_mrn (string, required): Medical Record Number (MRN) of the patient

Conditionally Required Fields

Depending on the connected EMR, some combination of the following fields will also be required:

subject (string, conditionally required): Task title/subject line
assignee_user_id (string, conditionally required): EMR user ID to assign the task to
phone_call_type_id (string, conditionally required): Identifier for the phone call type
notify_list (string[], optional): List of user identifiers to notify about the task. Must be an array of strings if provided.

Example Requests

Example A
Example B

curl -X POST https://api.usecobalt.com/v1/tasks \
-H 'Content-Type: application/json' \
-H 'client_id: ci_live_198908HJDKJSH98789OHKJL' \
-H 'client_secret: cs_live_9827hofdsklOYYHJLJh' \
-H 'access_token: 493JKLHIU98789hLKH9HHJH' \
-d '{
    "description": "Schedule patient follow-up appointment to review recent lab results and discuss treatment plan.",
    "patient_mrn": "MRN-12345",
    "subject": "Follow-up appointment needed",
    "assignee_user_id": "74196090-5faa-11e9-9562-e12f6a3ce827"
}'

curl -X POST https://api.usecobalt.com/v1/tasks \
-H 'Content-Type: application/json' \
-H 'client_id: ci_live_198908HJDKJSH98789OHKJL' \
-H 'client_secret: cs_live_9827hofdsklOYYHJLJh' \
-H 'access_token: 493JKLHIU98789hLKH9HHJH' \
-d '{
    "description": "Patient called requesting prescription refill for lisinopril 10mg.",
    "patient_mrn": "MRN-67890",
    "phone_call_type_id": "rx_refill",
    "notify_list": ["user_001", "user_002"]
}'

Example Response

{
    "success": true,
    "message": "Task processing. A webhook event will be sent upon completion.",
    "task_id": "abc123def456789012345678",
    "job_id": 12345
}

The response includes:

task_id: Unique identifier for the created task record
job_id: Job execution identifier for tracking the async operation

Error Responses

Missing Required Field

If a required or conditionally required field is missing, the API returns a 400 with the specific field name:

{
    "success": false,
    "message": "Missing required field: description"
}

User Not Found

{
    "success": false,
    "message": "User not found."
}

Webhook Notifications

When the task processing is complete, we will send a webhook to your registered endpoint. Here are examples of what those webhook payloads will look like:

Success

{
    "id": "evt_1J9X2q2eZvKYlo2CluR9g9gV",
    "access_token_reference_id": "user_1J9X2q2eZvKYlo2Cxyz",
    "object": "event",
    "created": "2025-10-09T10:30:00Z",
    "type": "task.created",
    "job_id": "12345",
    "data": {
        "task_id": "abc123def456789012345678",
        "emr_task_id": "task_emr_internal_id",
        "subject": "Follow-up appointment needed",
        "description": "Schedule patient follow-up appointment to review recent lab results and discuss treatment plan.",
        "assignee_user_id": "74196090-5faa-11e9-9562-e12f6a3ce827",
        "patient_mrn": "MRN-12345"
    }
}

Failure

{
    "id": "evt_1J9X2q2eZvKYlo2CluR9g9gW",
    "access_token_reference_id": "user_1J9X2q2eZvKYlo2Cxyz",
    "object": "event",
    "created": "2025-10-09T10:35:00Z",
    "type": "task.failed",
    "job_id": "12345",
    "data": {
        "task_id": "abc123def456789012345678",
        "failure_reason": "Failed to create task"
    }
}

Authorizations

client_id

string

header

required

client_secret

string

header

required

access_token

string

header

required

Body

application/json

description

string

required

Task description/body content

patient_mrn

string

required

Medical Record Number (MRN) of the patient

subject

string

Task title/subject line. Conditionally required depending on the connected EMR.

assignee_user_id

string

EMR user ID to assign the task to. Conditionally required depending on the connected EMR.

phone_call_type_id

string

Identifier for the phone call type. Conditionally required depending on the connected EMR.

notify_list

string[]

List of user identifiers to notify about the task. Optional.

Response

Task queued successfully

success

boolean

message

string

task_id

string

Unique identifier for the created task record

job_id

integer

Job execution identifier for tracking the async operation

Create Patient Note Create Task Note

​Request Parameters

​Required Fields

​Conditionally Required Fields

​Example Requests

​Example Response

​Error Responses

​Missing Required Field

​User Not Found

​Webhook Notifications

​Success

​Failure

Authorizations

Body

Response

Request Parameters

Required Fields

Conditionally Required Fields

Example Requests

Example Response

Error Responses

Missing Required Field

User Not Found

Webhook Notifications

Success

Failure