# AI Automation for Eldermark

> 5 workflow automations purpose-built on top of Eldermark — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/eldermark/
- **Automation count:** 5
- **Roles:** Assisted Living Administrator

## Automations

- [New Patient Intake & Chart Prep for Assisted Living Administrators](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-assisted-living-administrator-with-eldermark/) — AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and
- [Referral Management & Loop Closure for Assisted Living Administrators](https://calish.com/workflows/with/referral-management-and-loop-closure-for-assisted-living-administrator-with-eldermark/) — AI triages incoming referrals by acuity, schedules them into open slots in PointClickCare, and chases outgoing referral loop closure with co
- [Coding & CDI Quality Check for Assisted Living Administrators](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-assisted-living-administrator-with-eldermark/) — AI reviews every encounter in PointClickCare, flags missing specificity, suggests the supported code, and queues physician queries — revenue
- [Insurance Eligibility Verification for Assisted Living Administrators](https://calish.com/workflows/with/insurance-eligibility-verification-for-assisted-living-administrator-with-eldermark/) — 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 Assisted Living Administrators](https://calish.com/workflows/with/patient-balance-collections-for-assisted-living-administrator-with-eldermark/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from PointClickCare, and handles the digital paym

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