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@patientos/public-sdk

v0.2.2

Published

Typed browser/node client for the PatientOS public booking + service-request API (/api/public).

Downloads

1,333

Readme

@patientos/public-sdk

A small, typed, zero-dependency client for the PatientOS public API (/api/public/*). Embed it on a clinic's own website to run the patient-facing flows — appointment booking and service requests (e.g. an online medical certificate) — against the clinic's receptionist domain.

It works in the browser and in Node (SSR / tests). The transport, auth headers, token plumbing, and the error contract live in one place so each call is a thin, typed method.

Install

bun add @patientos/public-sdk

Quick start

import { createPatientOSClient } from '@patientos/public-sdk'

const client = createPatientOSClient({
  baseUrl: 'https://clinic.example.com', // the clinic's receptionist domain
  publishableKey: 'rcp_pk_…',            // the registered origin's publishable key
})

// 1. List what the clinic offers (non-PHI, cacheable).
const services = await client.listServices()
const cert = services.find((s) => s.key === 'medical-certificate')!

// 2. Establish the visitor's identity → a claim token, held by the client.
await client.startSession({ fullName: 'Pat Demo', phone: '+61400111222' })

// 3. Start the request, capture answers (with a LIVE safety-gate preview), submit.
const { requestId } = await client.startRequest({ serviceKey: cert.key })
const { gate } = await client.saveAnswers(requestId, { reason: 'Flu', days_off: 2 })
if (gate?.verdict === 'escalate') {/* show the red-flag message, stop */}
const { status } = await client.submitRequest(requestId) // 'awaiting_slot' once the fee is HELD

// 4. Pick a slot, hold it, and book.
const { slots } = await client.getAvailability({ appointmentTypeId: cert.appointmentTypeId! })
const slot = slots[0]
const hold = await client.createHold({
  practitionerId: slot.practitionerId,
  appointmentTypeId: cert.appointmentTypeId!,
  slotStart: slot.start,
  serviceRequestId: requestId,
})
const booked = await client.bookRequest(requestId, {
  practitionerId: slot.practitionerId,
  slotStart: slot.start,
  holdId: hold.holdId,
  holderToken: hold.holderToken,
})

// Verify a certificate later (tenant-less — the token is the credential).
const result = await client.verify('…token from the QR code…')

Capturing identity (Medicare, consent, address)

Between saveAnswers and submitRequest, the funnel can stage three identity fields onto the request. Each lands in the request's own landing zone and is flushed to the durable patient (Medicare number, primary address) or a first-class consent record when the request materialises (the ready / pre-auth elevation). None of them block the funnel — they are optional steps, so a widget can gather what it has and move on.

// Medicare — 'captured' | 'deferred' | 'skipped'. A captured card is
// check-digit-validated server-side; deferred/skipped carry no card fields.
await client.saveMedicare(requestId, { status: 'captured', number: '2222222201', irn: '1', expiry: '08/2027' })
// (Medicare is skippable — the patient can defer it; the flow proceeds regardless.)

// Consent — record BEFORE submit. Submit flushes the staged consent (with the
// Medicare + address) onto the patient at materialisation, so the signature must
// already be on the request. The consent IP is captured server-side (not sent).
await client.saveConsent(requestId, { policyHash: 'sha256:…', signatureName: 'Pat Demo' })

// Address — the visitor PICKS one; you never send address fields (see below).
const { suggestions } = await client.suggestAddress('1 Test St Sydney')
await client.saveAddress(requestId, {
  address: suggestions[0].label,
  placeId: suggestions[0].placeId,
})

All three return { ok: true } on success and are claim-gated (they act on the visitor's OWN request). A validation failure is a thrown PatientOSApiError: a bad Medicare number → invalid_medicare (400); an address Google will not confirm → invalid_address (400); a missing policyHash/signatureNameinvalid_request (400).

Addresses are picked, not typed (BREAKING in 0.2.0)

saveAddress used to take { line1, suburb, state, postcode }. It now takes a reference to a Google suggestion{ address, placeId } — and the server resolves the components itself.

- await client.saveAddress(requestId, { line1: '1 Test St', suburb: 'Sydney', state: 'NSW', postcode: '2000' })
+ const { suggestions } = await client.suggestAddress('1 Test St Sydney')
+ await client.saveAddress(requestId, { address: suggestions[0].label, placeId: suggestions[0].placeId })

Why the break rather than a compatible addition. A client that can post address components is a client that can store an address nobody verified — and the record would still be labelled as verified. Accepting both shapes would have kept that door open, so there is deliberately only one way in.

You do not need a Google API key, and your domain does NOT go in the Google Console. suggestAddress and resolveAddress proxy through the PatientOS API using a key held server-side in Australia; your origin is already registered, because that is how your publishable key resolves your clinic.

Two calls, matching how people actually type:

// As they type — debounce ~300ms. Returns nothing under 3 characters, and each
// call is a billed lookup, so do not fire it per keystroke.
const { suggestions } = await client.suggestAddress(query)

// When autocomplete finds nothing (rural properties, new subdivisions), confirm
// what they typed. NOT a manual-entry escape: an address Google will not confirm
// comes back with no `address`, and there is no way to store one that fails.
const { address } = await client.resolveAddress(typed)
if (address) await client.saveAddress(requestId, { address: address.formattedAddress })

Both also answer { disabled: true } when the clinic has no key configured. That is a dev-only state — production refuses to start without one — and it means "lookup is off", NOT "fall back to your own address fields": there is no way to store an address Google has not confirmed.

Lookups are AU-only and rate-limited per origin + IP.

Cancelling a request

Before the consult starts, the patient can cancel — this cancels any booked appointment and releases any held card pre-auth (a BPOINT Reversal, so no money is captured):

const { status, released } = await client.cancelRequest(requestId)
// status === 'cancelled'; released === true when a held pre-auth was reversed.

Cancellable while the request is pre-consultdraft / payment_required / awaiting_slot / payment_failed, or ready with a future (not-yet-started) appointment. Once the consult has started or the outcome document has issued it is refused with a 409 (not_cancellable). cancelRequest is idempotent — a second cancel of an already-cancelled request also returns 'cancelled' (released: false).

Paying for a request (BPOINT card entry + 3DS)

A paid service reports payment_required from submitRequest. There are two ways to place the pre-auth fee hold:

  • payRequest(requestId) — a single-shot that opens and authorises the hold in one call. Use it with a clinic's mock provider (dev/e2e) or when no card iframe is needed. It cannot do real card entry (no card is attached).
  • payInitpayAuthenticatepayConfirm — the real card flow (PAT-335). The card PAN is tokenised client-side against a single-use gateway AuthKey and never touches the receptionist server.
// 1. Open the pre-auth → get the client artefacts (the AuthKey to tokenise a card).
const init = await client.payInit(requestId)
// init.providerKey is 'mock' | 'bpoint'; init.amount is the fee (dollars string).

// 2. Tokenise the card CLIENT-SIDE. Loading the gateway script is YOUR job — this
//    SDK is zero-dependency plain HTTP and only moves the tokens. For BPOINT, load
//    https://www.bpoint.com.au/rest/clientscripts/api.js and attach the card to the
//    AuthKey with the BPOINT JS (iframe-fields / attachPaymentMethod). The PAN
//    stays in the browser ⟶ BPOINT; it is NEVER posted to PatientOS.
window.BPOINT.txn.authkey.attachPaymentMethod(init.clientArtifacts.authKey!, { card }, onDone)

// 3. Run the 3DS card check.
let auth = await client.payAuthenticate(requestId)
if (auth.status === 'requires_action') {
  // Mount auth.clientArtifacts.iframeUrl in an <iframe>; verify postMessage
  // event.origin === auth.clientArtifacts.iframeOrigin. On 'AuthenticationComplete':
  auth = await client.payAuthenticate(requestId) // → 'authenticated'
}
if (auth.status === 'payment_failed') {/* card check failed — start over */}

// 4. Authorise the held pre-auth → advances the request.
const confirmed = await client.payConfirm(requestId)
// 'awaiting_slot' (scheduled) | 'ready' (on-demand/direct-issue) | 'payment_failed'
// | 'payment_pending' (in-doubt) | 'requires_action' (3DS still outstanding).

payInit is idempotent — a component remount / page refresh reuses the live session's AuthKey (init.reused === true) rather than spending a fresh one. payConfirm also runs a defensive 3DS preflight, so it returns requires_action (charging nothing) if you call it before completing the challenge.

How auth works

Tenant resolution is by the Origin header + publishable key, never a session. The clinic registers each embedding origin and issues it a publishable key (safe to ship to the browser). Requests from an unregistered origin are refused, and the response carries no PHI.

  • In the browser, the Origin header is set by the browser automatically.
  • In Node / SSR / tests, pass origin so the request carries one:
    createPatientOSClient({ baseUrl, publishableKey, origin: 'https://clinic.example.com', fetch })

The claim token (from startSession) is held on the client and attached to request-scoped calls as x-rcp-claim-token — including cancelRequest (a visitor may only cancel their OWN request; a foreign claim gets a 404). Persist it across reloads with getClaimToken() / setClaimToken(). Hold tokens (from createHold) are passed back into bookRequest / releaseHold.

Bot protection (Cloudflare Turnstile)

A clinic can put a Cloudflare Turnstile challenge in front of the anonymous funnel (the receptionist sets a server-side TURNSTILE_SECRET_KEY). When it does, startSession must carry a Turnstile token or the receptionist refuses it:

await client.startSession({
  fullName: 'Pat Demo',
  phone: '+61400111222',
  turnstileToken, // the cf-turnstile-response from the widget on YOUR page
})

Rendering the widget and obtaining the token is the embedding site's job. Load https://challenges.cloudflare.com/turnstile/v0/api.js and render the widget with the clinic's public site key (safe to ship to the browser); read the resulting cf-turnstile-response token and pass it as turnstileToken. This SDK is zero-dependency and only forwards the token — the secret key never leaves the receptionist server.

A receptionist enforcing Turnstile rejects a missing token with captcha_required (400) and an invalid one with captcha_failed (403); when the clinic is not enforcing Turnstile, turnstileToken is ignored (safe to omit). Only startSession is gated — every later step (answers, submit, pay, book) rides the claim token that a verified session mints.

Errors

Every non-2xx response is a stable { error: "<code>" } — never internal text or PHI. The SDK surfaces that as a thrown PatientOSApiError (.status, .code, .path); branch on err.code ('unknown_service', 'origin_not_registered', 'slot_taken', 'captcha_required', 'captcha_failed', …). A pre-HTTP failure (network down, CORS block, abort) throws PatientOSTransportError.

Example site

examples/booking-widget is a runnable "clinic website" that embeds this SDK to drive the full medical-certificate flow. It's served on :3000 (a seeded registered origin) and is exercised in a real browser by apps/web/tests/e2e/sdk-widget.spec.ts, which proves the cross-origin path (CORS preflight, ACAO reflection, the whole flow) against the live worker.

Not yet included (next cut)

This package is the headless client — the foundation. Planned on top of it:

  • embed.js — a single <script> tag that auto-mounts a prebuilt widget (no build step on the clinic's side).
  • Builder components — React Booking / CertRequest components for the in-app website builder.
  • A question-set schema read. GET /services returns a service's questionSetId but not the question definitions, so a widget can't yet render an arbitrary clinic's intake form generically — the example hard-codes the med-cert questions to match the seed. A public GET /services/:key (or a question-set read) that returns the non-PHI question schema is the unlock.