# New Patient Intake & Chart Prep for Optometry Practice Managers

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

## The Problem

New Optometry patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- RevolutionEHR
- Crystal PM
- Compulink
- Email

## 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

- [RevolutionEHR](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-optometry-practice-manager-with-revolutionehr/) — New Patient Intake & Chart Prep built natively in RevolutionEHR
- [Crystal PM](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-optometry-practice-manager-with-crystal-pm/) — New Patient Intake & Chart Prep built natively in Crystal PM
- [Compulink](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-optometry-practice-manager-with-compulink/) — New Patient Intake & Chart Prep built natively in Compulink

## Related Workflows

- [No-Show Reduction & Recall for Optometry Practice Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-optometry-practice-manager/)
- [Chart Closure & Encounter Documentation for Optometry Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-optometry-practice-manager/)
- [Coding & CDI Quality Check for Optometry Practice Managers](https://calish.com/workflows/coding-and-cdi-quality-check-for-optometry-practice-manager/)
- [Insurance Eligibility Verification for Optometry Practice Managers](https://calish.com/workflows/insurance-eligibility-verification-for-optometry-practice-manager/)
- [Patient Balance Collections for Optometry Practice Managers](https://calish.com/workflows/patient-balance-collections-for-optometry-practice-manager/)
- [Rx Refill Request Processing for Optometry Practice Managers](https://calish.com/workflows/rx-refill-request-processing-for-optometry-practice-manager/)

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