This guide explains the process to create a new customer within Ascend using the Public API. It clarifies which setup steps require internal support and which steps developers can perform themselves.
This is the recommended first API call after obtaining Sandbox credentials.
| Requirement | Performed By | Description |
|---|---|---|
| Organization / tenant provisioning | HS1 Support | Partners cannot create organizations directly. |
| Client credentials (Client ID + Secret) & Scopes provisioned | HS1 Support | Used to retrieve a Sandbox access token. |
| Executing API calls | Developer | Once you have Sandbox credentials, customer creation is self-serve. |
Environment Note: Sandbox only for initial onboarding.
All API requests must use a valid Bearer token retrieved using your Sandbox Client ID, Client Secret, and Organization ID.
(See the Sandbox Access + API Credentials document for how to retrieve access tokens)
POST /v1/customers
{
"firstName": "John",
"lastName": "Example",
"dateOfBirth": "1990-05-05",
"gender": "Male",
"primaryPhone": "5553334444"
}{
"id": "customerIdReturnedHere",
"organizationid": "yourAssignedOrgId",
"createdDateTime": "2025-01-02T14:15:33Z"
}After a customer record is created, the next recommended workflow is to create a patient record associated to this customer. Additional onboarding flows (insurance, appointments, etc.) vary by integration use case and can follow after.