# New Patient Intake & Chart Prep for Specialty Pharmacy Managers

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

## The Problem

New Specialty Pharmacy patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- CareTend
- TherigySTM
- PioneerRx
- CoverMyMeds
- 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

- [CareTend](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-specialty-pharmacy-manager-with-caretend/) — New Patient Intake & Chart Prep built natively in CareTend
- [TherigySTM](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-specialty-pharmacy-manager-with-therigystm/) — New Patient Intake & Chart Prep built natively in TherigySTM
- [PioneerRx](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-specialty-pharmacy-manager-with-pioneerrx/) — New Patient Intake & Chart Prep built natively in PioneerRx
- [CoverMyMeds](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-specialty-pharmacy-manager-with-covermymeds/) — New Patient Intake & Chart Prep built natively in CoverMyMeds

## Related Workflows

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

---

Book a free 30-minute consultation: https://calish.com/contact