New Patient Intake & Chart Prep for Plastic Surgery Practice Managers with PatientNow
Run new patient intake & chart prep on autopilot inside 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New Plastic & Cosmetic Surgery patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PatientNow with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this new patient intake & chart prep automation work natively in PatientNow?+
Yes — we build directly on PatientNow's API or agent integration. Your data stays in PatientNow, your plastic surgery practice managers keep the same login and UI, and there's no parallel system for the team to learn.
What PatientNow configuration do we need before deployment?+
We work with your existing PatientNow setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for plastic & cosmetic surgery teams.
Can PatientNow handle new patient intake & chart prep on its own?+
PatientNow handles configuration; AI handles judgment. Native PatientNow workflows route deterministic tasks; our automation layer adds the AI judgment PatientNow doesn't ship out of the box — document classification, exception triage, drafting.
Is PatientNow the right tool for new patient intake & chart prep for plastic surgery practice managers?+
PatientNow is widely used among plastic & cosmetic surgery teams precisely because of its data model around new patient intake & chart prep. We've deployed this workflow on PatientNow for similar firms and the integration is well-trodden.
What's the typical ROI of new patient intake & chart prep automation in PatientNow?+
For plastic & cosmetic surgery firms running PatientNow, automation typically pays back inside the first quarter — measured against the loaded cost of the plastic surgery practice manager hours absorbed. Higher volumes deploy faster.
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See this running in your PatientNow instance
30-minute call. We'll look at your actual PatientNow setup and show exactly how this workflow fits.