# New Patient Intake & Chart Prep for Oral Surgery Practice Managers

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

## The Problem

New Oral & Maxillofacial Surgery patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- WinOMS
- Dentrix Enterprise
- DoctorsToolbox
- Weave
- 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

- [WinOMS](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-oral-surgery-practice-manager-with-winoms/) — New Patient Intake & Chart Prep built natively in WinOMS
- [Dentrix Enterprise](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-oral-surgery-practice-manager-with-dentrix-enterprise/) — New Patient Intake & Chart Prep built natively in Dentrix Enterprise
- [DoctorsToolbox](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-oral-surgery-practice-manager-with-doctorstoolbox/) — New Patient Intake & Chart Prep built natively in DoctorsToolbox
- [Weave](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-oral-surgery-practice-manager-with-weave/) — New Patient Intake & Chart Prep built natively in Weave

## Related Workflows

- [Surgical Case Scheduling for Oral Surgery Practice Managers](https://calish.com/workflows/surgical-case-scheduling-for-oral-surgery-practice-manager/)
- [Daily Denial Worklist Triage for Oral Surgery Practice Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-oral-surgery-practice-manager/)
- [Controlled Substance & PDMP Compliance for Oral Surgery Practice Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-oral-surgery-practice-manager/)
- [Infusion Chair & Drug Scheduling for Oral Surgery Practice Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-oral-surgery-practice-manager/)
- [Prior Authorization Submission for Oral Surgery Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-oral-surgery-practice-manager/)
- [Claim Denial Appeal for Oral Surgery Practice Managers](https://calish.com/workflows/claim-denial-appeal-for-oral-surgery-practice-manager/)

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