# New Patient Intake & Chart Prep for Optometry Practice Managers with RevolutionEHR

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

- **Tool:** [RevolutionEHR](https://calish.com/workflows/tool/revolutionehr/)
- **Role:** [Optometry Practice Manager](https://calish.com/workflows/for/optometry-practice-manager/)
- **Specialty:** Optometry
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-optometry-practice-manager-with-revolutionehr/

## The Problem

New Optometry patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## RevolutionEHR Integration Approach

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

## About This Workflow

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

- [New Patient Intake & Chart Prep for Ophthalmology Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-ophthalmology-practice-manager-with-revolutionehr/)
- [No-Show Reduction & Recall for Ophthalmology Practice Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Chart Closure & Encounter Documentation for Ophthalmology Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Coding & CDI Quality Check for Ophthalmology Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Insurance Eligibility Verification for Ophthalmology Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Patient Balance Collections for Ophthalmology Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Rx Refill Request Processing for Ophthalmology Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-ophthalmology-practice-manager-with-revolutionehr/)
- [Lab Result Triage & Follow-up for Ophthalmology Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-ophthalmology-practice-manager-with-revolutionehr/)

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