# New Patient Intake & Chart Prep for Prior Authorization Specialists

> AI sends the intake packet via CoverMyMeds, 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:** [Prior Authorization Specialist](https://calish.com/workflows/for/prior-authorization-specialist/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Utilization Management](https://calish.com/workflows/specialty/utilization-management/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-prior-authorization-specialist/

## The Problem

New Utilization Management patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- CoverMyMeds
- Availity
- Change Healthcare
- Epic
- Zapier

## 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

- [CoverMyMeds](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-prior-authorization-specialist-with-covermymeds/) — New Patient Intake & Chart Prep built natively in CoverMyMeds
- [Availity](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-prior-authorization-specialist-with-availity/) — New Patient Intake & Chart Prep built natively in Availity
- [Change Healthcare](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-prior-authorization-specialist-with-change-healthcare/) — New Patient Intake & Chart Prep built natively in Change Healthcare
- [Epic](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-prior-authorization-specialist-with-epic/) — New Patient Intake & Chart Prep built natively in Epic

## Related Workflows

- [Prior Authorization Submission for Prior Authorization Specialists](https://calish.com/workflows/prior-authorization-submission-for-prior-authorization-specialist/)
- [Claim Denial Appeal for Prior Authorization Specialists](https://calish.com/workflows/claim-denial-appeal-for-prior-authorization-specialist/)
- [Referral Management & Loop Closure for Prior Authorization Specialists](https://calish.com/workflows/referral-management-and-loop-closure-for-prior-authorization-specialist/)
- [No-Show Reduction & Recall for Prior Authorization Specialists](https://calish.com/workflows/no-show-reduction-and-recall-for-prior-authorization-specialist/)
- [Chart Closure & Encounter Documentation for Prior Authorization Specialists](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-prior-authorization-specialist/)
- [Coding & CDI Quality Check for Prior Authorization Specialists](https://calish.com/workflows/coding-and-cdi-quality-check-for-prior-authorization-specialist/)

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