# New Patient Intake & Chart Prep for Medical Office Managers

> AI sends the intake packet via athenahealth, 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 Office Manager](https://calish.com/workflows/for/medical-office-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Primary Care](https://calish.com/workflows/specialty/primary-care/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-medical-office-manager/

## The Problem

New Primary Care patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- athenahealth
- eClinicalWorks
- NextGen
- Phreesia
- 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

- [athenahealth](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-office-manager-with-athenahealth/) — New Patient Intake & Chart Prep built natively in athenahealth
- [eClinicalWorks](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-office-manager-with-eclinicalworks/) — New Patient Intake & Chart Prep built natively in eClinicalWorks
- [NextGen](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-office-manager-with-nextgen/) — New Patient Intake & Chart Prep built natively in NextGen
- [Phreesia](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-office-manager-with-phreesia/) — New Patient Intake & Chart Prep built natively in Phreesia

## Related Workflows

- [Patient Experience Feedback Loop for Medical Office Managers](https://calish.com/workflows/patient-experience-feedback-loop-for-medical-office-manager/)
- [Daily Denial Worklist Triage for Medical Office Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-medical-office-manager/)
- [Controlled Substance & PDMP Compliance for Medical Office Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-medical-office-manager/)
- [Infusion Chair & Drug Scheduling for Medical Office Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-medical-office-manager/)
- [Prior Authorization Submission for Medical Office Managers](https://calish.com/workflows/prior-authorization-submission-for-medical-office-manager/)
- [Claim Denial Appeal for Medical Office Managers](https://calish.com/workflows/claim-denial-appeal-for-medical-office-manager/)

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