# New Patient Intake & Chart Prep for Pediatric Practice 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:** [Pediatric Practice Manager](https://calish.com/workflows/for/pediatric-practice-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Pediatrics](https://calish.com/workflows/specialty/pediatrics/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-pediatric-practice-manager/

## The Problem

New Pediatrics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- [athenahealth](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-pediatric-practice-manager-with-athenahealth/) — New Patient Intake & Chart Prep built natively in athenahealth
- [Office Practicum](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-pediatric-practice-manager-with-office-practicum/) — New Patient Intake & Chart Prep built natively in Office Practicum
- [PCC](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-pediatric-practice-manager-with-pcc/) — New Patient Intake & Chart Prep built natively in PCC

## Related Workflows

- [Daily Denial Worklist Triage for Pediatric Practice Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-pediatric-practice-manager/)
- [Controlled Substance & PDMP Compliance for Pediatric Practice Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-pediatric-practice-manager/)
- [Infusion Chair & Drug Scheduling for Pediatric Practice Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-pediatric-practice-manager/)
- [Prior Authorization Submission for Pediatric Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-pediatric-practice-manager/)
- [Claim Denial Appeal for Pediatric Practice Managers](https://calish.com/workflows/claim-denial-appeal-for-pediatric-practice-manager/)
- [Referral Management & Loop Closure for Pediatric Practice Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-pediatric-practice-manager/)

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