New Patient Intake & Chart Prep for Pediatric Practice Managers with PCC

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New Pediatrics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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 PCC — uses the native API or agent integration so nothing leaves the system of record.

PCC Integration Approach

1

Audit your PCC configuration

We map the specific PCC objects, custom fields, and workflows the automation needs to touch for your pediatrics practice.

2

Build on the PCC API or agent

Integration happens inside PCC — 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 PCC with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your PCC instance

30-minute call. We'll look at your actual PCC setup and show exactly how this workflow fits.

More About This Workflow

New Patient Intake & Chart Prep for Pediatric Practice Managers

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.

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