# New Patient Intake & Chart Prep for Plastic Surgery Practice Managers with PatientNow

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

- **Tool:** [PatientNow](https://calish.com/workflows/tool/patientnow/)
- **Role:** [Plastic Surgery Practice Manager](https://calish.com/workflows/for/plastic-surgery-practice-manager/)
- **Specialty:** Plastic & Cosmetic Surgery
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-plastic-surgery-practice-manager-with-patientnow/

## The Problem

New Plastic & Cosmetic Surgery patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## PatientNow Integration Approach

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

## About This Workflow

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

- [Patient Balance Collections for Plastic Surgery Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-plastic-surgery-practice-manager-with-patientnow/)
- [HEDIS / Quality Measure Tracking for Plastic Surgery Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-plastic-surgery-practice-manager-with-patientnow/)
- [Surgical Case Scheduling for Plastic Surgery Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-plastic-surgery-practice-manager-with-patientnow/)
- [Patient Recall & Gap Closure for Plastic Surgery Practice Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-plastic-surgery-practice-manager-with-patientnow/)
- [Telehealth Visit Follow-up for Plastic Surgery Practice Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-plastic-surgery-practice-manager-with-patientnow/)
- [Provider Credentialing & Payer Enrollment for Plastic Surgery Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-plastic-surgery-practice-manager-with-patientnow/)
- [Patient Experience Feedback Loop for Plastic Surgery Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-plastic-surgery-practice-manager-with-patientnow/)

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