# New Patient Intake & Chart Prep for Medical Coding Managers

> AI sends the intake packet via 3M 360 Encompass, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

- **Role:** [Medical Coding Manager](https://calish.com/workflows/for/medical-coding-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [CDI & Coding](https://calish.com/workflows/specialty/cdi-and-coding/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-medical-coding-manager/

## The Problem

New CDI & Coding patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.

## What We Build

AI sends the intake packet via 3M 360 Encompass, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

## Tools & Integrations

- 3M 360 Encompass
- TruCode
- Optum CAC
- Epic
- Slack

## How It Works

1. **Discovery call.** We map your current new patient intake & chart prep process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [3M 360 Encompass](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-coding-manager-with-3m-360-encompass/) — New Patient Intake & Chart Prep built natively in 3M 360 Encompass
- [TruCode](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-coding-manager-with-trucode/) — New Patient Intake & Chart Prep built natively in TruCode
- [Optum CAC](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-coding-manager-with-optum-cac/) — New Patient Intake & Chart Prep built natively in Optum CAC
- [Epic](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-coding-manager-with-epic/) — New Patient Intake & Chart Prep built natively in Epic

## Related Workflows

- [Controlled Substance & PDMP Compliance for Medical Coding Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-medical-coding-manager/)
- [Infusion Chair & Drug Scheduling for Medical Coding Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-medical-coding-manager/)
- [Prior Authorization Submission for Medical Coding Managers](https://calish.com/workflows/prior-authorization-submission-for-medical-coding-manager/)
- [Claim Denial Appeal for Medical Coding Managers](https://calish.com/workflows/claim-denial-appeal-for-medical-coding-manager/)
- [Referral Management & Loop Closure for Medical Coding Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-medical-coding-manager/)
- [No-Show Reduction & Recall for Medical Coding Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-medical-coding-manager/)

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