New Patient Intake & Chart Prep for Medical Coding Managers with Optum CAC
The Problem
New CDI & Coding patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 Optum CAC
AI sends the intake packet via 3M 360 Encompass, 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 Optum CAC — uses the native API or agent integration so nothing leaves the system of record.
Optum CAC Integration Approach
Audit your Optum CAC configuration
We map the specific Optum CAC objects, custom fields, and workflows the automation needs to touch for your cdi & coding practice.
Build on the Optum CAC API or agent
Integration happens inside Optum CAC — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Optum CAC with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Optum CAC instance
30-minute call. We'll look at your actual Optum CAC setup and show exactly how this workflow fits.