# New Patient Intake & Chart Prep for OB-GYN Practice Managers

> AI sends the intake packet via Epic, 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:** [OB-GYN Practice Manager](https://calish.com/workflows/for/ob-gyn-practice-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Obstetrics & Gynecology](https://calish.com/workflows/specialty/obstetrics-and-gynecology/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-ob-gyn-practice-manager/

## The Problem

New Obstetrics & Gynecology patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- Epic
- athenahealth
- eClinicalWorks
- 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

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

## Related Workflows

- [Referral Management & Loop Closure for OB-GYN Practice Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-ob-gyn-practice-manager/)
- [No-Show Reduction & Recall for OB-GYN Practice Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-ob-gyn-practice-manager/)
- [Chart Closure & Encounter Documentation for OB-GYN Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-ob-gyn-practice-manager/)
- [Coding & CDI Quality Check for OB-GYN Practice Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-ob-gyn-practice-manager/)
- [Insurance Eligibility Verification for OB-GYN Practice Managers](https://calish.com/workflows/insurance-eligibility-verification-for-ob-gyn-practice-manager/)
- [Patient Balance Collections for OB-GYN Practice Managers](https://calish.com/workflows/patient-balance-collections-for-ob-gyn-practice-manager/)

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