# New Patient Intake & Chart Prep for Assisted Living Administrators with Eldermark

> AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Eldermark — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Eldermark](https://calish.com/workflows/tool/eldermark/)
- **Role:** [Assisted Living Administrator](https://calish.com/workflows/for/assisted-living-administrator/)
- **Specialty:** Senior Living
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-assisted-living-administrator-with-eldermark/

## The Problem

New Senior Living patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Eldermark — uses the native API or agent integration so nothing leaves the system of record.

## Eldermark Integration Approach

1. **Audit your Eldermark configuration.** We map the specific Eldermark objects, custom fields, and workflows the automation needs to touch for your senior living practice.
2. **Build on the Eldermark API or agent.** Integration happens inside Eldermark — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Eldermark with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Patient Intake & Chart Prep for Assisted Living Administrators](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-assisted-living-administrator/)
- AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

## Other Eldermark Automations

- [Referral Management & Loop Closure for Assisted Living Administrators](https://calish.com/workflows/with/referral-management-and-loop-closure-for-assisted-living-administrator-with-eldermark/)
- [Coding & CDI Quality Check for Assisted Living Administrators](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-assisted-living-administrator-with-eldermark/)
- [Insurance Eligibility Verification for Assisted Living Administrators](https://calish.com/workflows/with/insurance-eligibility-verification-for-assisted-living-administrator-with-eldermark/)
- [Patient Balance Collections for Assisted Living Administrators](https://calish.com/workflows/with/patient-balance-collections-for-assisted-living-administrator-with-eldermark/)

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