CCA

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Partner DocumentationGeneral Concepts

General Concepts

A member belongs to an organization. They reach care through Online Appointment Booking or Stand-Alone Intake. The provider then confirms, declines, or CCA rematches the request. Partners who need the resulting case or utilization record pull it through the Data API.

Related pages:

  1. Basic Terminology — Members, organizations, partners, providers, and provider matching.
  2. Case Lifecycle — How a requested appointment is confirmed, declined, or rematched after the member submits.
  3. Technical Terminology — Required fields, validation rules, and screen behavior for the Intake and Scheduling API. Partners using the White-label Members Portal may skip this page.