# New Patient Intake & Chart Prep for Therapy Practice Managers

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

## The Problem

New Mental Health patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

- SimplePractice
- TherapyNotes
- Alma
- Google Drive

## 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

- [SimplePractice](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-therapy-practice-manager-with-simplepractice/) — New Patient Intake & Chart Prep built natively in SimplePractice
- [TherapyNotes](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-therapy-practice-manager-with-therapynotes/) — New Patient Intake & Chart Prep built natively in TherapyNotes
- [Alma](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-therapy-practice-manager-with-alma/) — New Patient Intake & Chart Prep built natively in Alma

## Related Workflows

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-therapy-practice-manager/)
- [Daily Denial Worklist Triage for Therapy Practice Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-therapy-practice-manager/)
- [Controlled Substance & PDMP Compliance for Therapy Practice Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-therapy-practice-manager/)
- [Infusion Chair & Drug Scheduling for Therapy Practice Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-therapy-practice-manager/)
- [Prior Authorization Submission for Therapy Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-therapy-practice-manager/)
- [Claim Denial Appeal for Therapy Practice Managers](https://calish.com/workflows/claim-denial-appeal-for-therapy-practice-manager/)

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