# New Patient Intake & Chart Prep for Pediatric Practice Managers with Office Practicum

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

- **Tool:** [Office Practicum](https://calish.com/workflows/tool/office-practicum/)
- **Role:** [Pediatric Practice Manager](https://calish.com/workflows/for/pediatric-practice-manager/)
- **Specialty:** Pediatrics
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-pediatric-practice-manager-with-office-practicum/

## The Problem

New Pediatrics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## Office Practicum Integration Approach

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

## About This Workflow

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

- [Daily Denial Worklist Triage for Pediatric Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-pediatric-practice-manager-with-office-practicum/)
- [Controlled Substance & PDMP Compliance for Pediatric Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-pediatric-practice-manager-with-office-practicum/)
- [Infusion Chair & Drug Scheduling for Pediatric Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-pediatric-practice-manager-with-office-practicum/)
- [Prior Authorization Submission for Pediatric Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-pediatric-practice-manager-with-office-practicum/)
- [Claim Denial Appeal for Pediatric Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-pediatric-practice-manager-with-office-practicum/)
- [Referral Management & Loop Closure for Pediatric Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-pediatric-practice-manager-with-office-practicum/)
- [No-Show Reduction & Recall for Pediatric Practice Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-pediatric-practice-manager-with-office-practicum/)

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