POST Scheduling/Hold

Once a date has been picked from the schedule request, a hold can be made on an appointment. Use this method to claim that block. The PrimaryDate node will be checked against aviailable time. The secondary and tertiary dates can be set to anything and should be used if no coverage was available via the ScheduleRequest method call.

Request Information

URI Parameters

None.

Body Parameters

ScheduleHoldRequest
NameDescriptionTypeAdditional information
ApplicantFirstName

The name of the applicant for insurance.

string

None.

ApplicantLastName

string

None.

ApplicantName

string

None.

AddressLine1

string

None.

AddressLine2

string

None.

ApplicantCity

string

None.

State

string

None.

ZipCode

The Zip Code that the examination will take place in.

string

None.

EntityTypeID

An Entity Type ID as assigned by SMM for use in this call.

integer

None.

EntityID

An Entity ID as assigned by SMM for use in this call.

integer

None.

PrimaryDate

The primary date that the applicant would like to schedule for.

string

None.

SecondaryDate

The secondary date that the applicant would like to schedule for. This date does not need to come from available calendar dates and can be entered as a quasi-preset.

string

None.

TertiaryDate

The tertiary date that the applicant would like to schedule for. This date does not need to come from available calendar dates and can be entered as a quasi-preset.

string

None.

PolicyNumber

The policy number is for external tracking only and is not a required field.

string

None.

Reference

The reference number is for external tracking only. This can be the primary key field from the entity making the request. This is not a required field.

string

None.

LocationID

string

None.

GenderCode

string

None.

Request Formats

application/json, text/json

Sample:
{
  "ApplicantFirstName": "sample string 1",
  "ApplicantLastName": "sample string 2",
  "ApplicantName": "sample string 3",
  "AddressLine1": "sample string 4",
  "AddressLine2": "sample string 5",
  "ApplicantCity": "sample string 6",
  "State": "sample string 7",
  "ZipCode": "sample string 8",
  "EntityTypeID": 1,
  "EntityTypeIDSpecified": true,
  "EntityID": 1,
  "EntityIDSpecified": true,
  "PrimaryDate": "sample string 9",
  "SecondaryDate": "sample string 10",
  "TertiaryDate": "sample string 11",
  "PolicyNumber": "sample string 12",
  "Reference": "sample string 13",
  "LocationID": "sample string 14",
  "GenderCode": "sample string 15"
}

application/xml, text/xml

Sample:
<ScheduleHoldRequest xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <LocationID>sample string 14</LocationID>
  <GenderCode>sample string 15</GenderCode>
  <ApplicantFirstName>sample string 1</ApplicantFirstName>
  <ApplicantLastName>sample string 2</ApplicantLastName>
  <ApplicantName>sample string 3</ApplicantName>
  <AddressLine1>sample string 4</AddressLine1>
  <AddressLine2>sample string 5</AddressLine2>
  <ApplicantCity>sample string 6</ApplicantCity>
  <State>sample string 7</State>
  <ZipCode>sample string 8</ZipCode>
  <EntityTypeID>1</EntityTypeID>
  <EntityID>1</EntityID>
  <PrimaryDate>sample string 9</PrimaryDate>
  <SecondaryDate>sample string 10</SecondaryDate>
  <TertiaryDate>sample string 11</TertiaryDate>
  <PolicyNumber>sample string 12</PolicyNumber>
  <Reference>sample string 13</Reference>
</ScheduleHoldRequest>

application/x-www-form-urlencoded

Sample:

Failed to generate the sample for media type 'application/x-www-form-urlencoded'. Cannot use formatter 'JQueryMvcFormUrlEncodedFormatter' to write type 'ScheduleHoldRequest'.

Response Information

Resource Description

ScheduleHoldResponse
NameDescriptionTypeAdditional information
Status

Describes the result of the transmission.

ResultResponse

None.

ConfirmationNumber

A confirmation value that should be included in future transmissions to SMM w/order information for connection to the incoming order.

string

None.

ConfirmationDate

The date of the confirmation.

date

None.

ConfirmationExpires

The date when the confirmation expires. If an order is received w/the confirmation number after the confirmation date, the eXpress Scheduling request will be ignored and normal scheduling will take place.

date

None.

PrimaryDateConfirmed

A repeat of the date entered for the primary date.

date

None.

SecondaryDateConfirmed

A repeat of the date entered for the primary date.

date

None.

TertiaryDateConfirmed

A repeat of the date entered for the primary date.

date

None.

Log

An array of strings that contain failure details, if there were any.

Collection of string

None.

Response Formats

application/json, text/json

Sample:
{
  "Status": {
    "tc": 0,
    "Value": "Not Yet Run",
    "Result": 0
  },
  "ConfirmationNumber": "sample string 1",
  "InternalReference": 2,
  "ConfirmationDate": "2024-09-19T01:04:32.5681782-05:00",
  "ConfirmationDateSpecified": true,
  "ConfirmationExpires": "2024-09-19T01:04:32.5681782-05:00",
  "ConfirmationExpiresSpecified": true,
  "PrimaryDateConfirmed": "2024-09-19T01:04:32.5681782-05:00",
  "PrimaryDateConfirmedSpecified": true,
  "SecondaryDateConfirmed": "2024-09-19T01:04:32.5681782-05:00",
  "SecondaryDateConfirmedSpecified": true,
  "TertiaryDateConfirmed": "2024-09-19T01:04:32.5681782-05:00",
  "TertiaryDateConfirmedSpecified": true,
  "Log": [
    "sample string 1",
    "sample string 2"
  ]
}

application/xml, text/xml

Sample:
<ScheduleHoldResponse xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Status tc="0">Not Yet Run</Status>
  <ConfirmationNumber>sample string 1</ConfirmationNumber>
  <ConfirmationDate>2024-09-19T01:04:32.5681782-05:00</ConfirmationDate>
  <ConfirmationExpires>2024-09-19T01:04:32.5681782-05:00</ConfirmationExpires>
  <PrimaryDateConfirmed>2024-09-19T01:04:32.5681782-05:00</PrimaryDateConfirmed>
  <SecondaryDateConfirmed>2024-09-19T01:04:32.5681782-05:00</SecondaryDateConfirmed>
  <TertiaryDateConfirmed>2024-09-19T01:04:32.5681782-05:00</TertiaryDateConfirmed>
  <Log>
    <LogItem>sample string 1</LogItem>
    <LogItem>sample string 2</LogItem>
  </Log>
</ScheduleHoldResponse>