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This document covers advancedmd_find_patient, the native AdvancedMD patient search tool exposed through the Agents Platform.

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Authentication

AdvancedMD tools use the existing AdvancedMD connector. Users configure:
  • office_code
  • username
  • password
The connector performs AdvancedMD’s two-step API login, discovers the tenant API base URL, caches the security token, and refreshes it when needed.

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advancedmd_find_patient

Searches AdvancedMD for patients by name and/or date of birth using the lookuppatient API. This is a read-only lookup tool.

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Inputs

At least one of the following is required:
  • first_name: Patient first name.
  • last_name: Patient last name. Recommended for name searches — AdvancedMD matches on Last, First.
  • dob: Date of birth in ISO-8601 format (YYYY-MM-DD). The tool converts this to AdvancedMD’s MM/DD/YYYY format internally.
Optional:
  • exact_match: Defaults to false for broader results. When true, AdvancedMD uses exact matching.
  • max_results: Defaults to 25. Maximum patients to return.
  • page: Defaults to 1. 1-based result page.

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Output

On success, structured content includes:
  • found: true
  • count: number of patients returned
  • patients: array of matched AdvancedMD patient attribute maps (id, name, chart, dob, …)
Example shape:
Common results:
  • patient_not_found: no AdvancedMD patient matched the supplied criteria (found: false).
  • advancedmd_not_connected: AdvancedMD is not connected. The agent should ask the user to either connect AdvancedMD and try again, or stop the task.

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Agent Instruction Guidance

When searching for a specific patient, supply last_name plus dob for the most reliable single match. Use first_name to disambiguate when multiple patients share a last name.