# AI Automation for Alma

> 8 workflow automations purpose-built on top of Alma — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/alma/
- **Automation count:** 8
- **Roles:** Therapy Practice Manager

## Automations

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-therapy-practice-manager-with-alma/) — AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off —
- [Coding & CDI Quality Check for Therapy Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-therapy-practice-manager-with-alma/) — AI reviews every encounter in SimplePractice, flags missing specificity, suggests the supported code, and queues physician queries — revenue
- [Insurance Eligibility Verification for Therapy Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-alma/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ
- [Patient Balance Collections for Therapy Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-therapy-practice-manager-with-alma/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from SimplePractice, and handles the digital paym
- [Rx Refill Request Processing for Therapy Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-therapy-practice-manager-with-alma/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c
- [Lab Result Triage & Follow-up for Therapy Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-therapy-practice-manager-with-alma/) — AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up
- [HEDIS / Quality Measure Tracking for Therapy Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-therapy-practice-manager-with-alma/) — AI tracks every measure gap in real time from SimplePractice, schedules outreach for overdue patients, and reports attainment monthly — prac
- [Surgical Case Scheduling for Therapy Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-therapy-practice-manager-with-alma/) — AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-sur

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