# New Patient Intake & Chart Prep for OB-GYN Practice Managers with Phreesia

> AI sends the intake packet via Epic, 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 Phreesia — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Phreesia](https://calish.com/workflows/tool/phreesia/)
- **Role:** [OB-GYN Practice Manager](https://calish.com/workflows/for/ob-gyn-practice-manager/)
- **Specialty:** Obstetrics & Gynecology
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-ob-gyn-practice-manager-with-phreesia/

## The Problem

New Obstetrics & Gynecology patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

AI sends the intake packet via Epic, 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 Phreesia — uses the native API or agent integration so nothing leaves the system of record.

## Phreesia Integration Approach

1. **Audit your Phreesia configuration.** We map the specific Phreesia objects, custom fields, and workflows the automation needs to touch for your obstetrics & gynecology practice.
2. **Build on the Phreesia API or agent.** Integration happens inside Phreesia — 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 Phreesia with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Patient Intake & Chart Prep for OB-GYN Practice Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-ob-gyn-practice-manager/)
- AI sends the intake packet via Epic, 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 Phreesia Automations

- [Patient Experience Feedback Loop for Cardiology Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-cardiology-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Cardiology Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-cardiology-practice-manager-with-phreesia/)
- [Rx Refill Request Processing for Dermatology Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-dermatology-practice-manager-with-phreesia/)
- [Patient Experience Feedback Loop for Orthopedic Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-orthopedic-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Orthopedic Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-orthopedic-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Pediatric Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-pediatric-practice-manager-with-phreesia/)
- [Infusion Chair & Drug Scheduling for Pediatric Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-pediatric-practice-manager-with-phreesia/)
- [Prior Authorization Submission for Pediatric Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-pediatric-practice-manager-with-phreesia/)

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