New Patient Intake & Chart Prep for Prior Authorization Specialists with Availity
Run new patient intake & chart prep on autopilot inside Availity.
The Problem
New Utilization Management patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 Availity
AI sends the intake packet via CoverMyMeds, 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 Availity — uses the native API or agent integration so nothing leaves the system of record.
Availity Integration Approach
Audit your Availity configuration
We map the specific Availity objects, custom fields, and workflows the automation needs to touch for your utilization management practice.
Build on the Availity API or agent
Integration happens inside Availity — 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 Availity 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 Availity?+
Yes — we build directly on Availity's API or agent integration. Your data stays in Availity, your prior authorization specialists keep the same login and UI, and there's no parallel system for the team to learn.
What Availity configuration do we need before deployment?+
We work with your existing Availity setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for utilization management teams.
Can Availity handle new patient intake & chart prep on its own?+
Availity handles configuration; AI handles judgment. Native Availity workflows route deterministic tasks; our automation layer adds the AI judgment Availity doesn't ship out of the box — document classification, exception triage, drafting.
Is Availity the right tool for new patient intake & chart prep for prior authorization specialists?+
Availity is widely used among utilization management teams precisely because of its data model around new patient intake & chart prep. We've deployed this workflow on Availity for similar firms and the integration is well-trodden.
What's the typical ROI of new patient intake & chart prep automation in Availity?+
For utilization management firms running Availity, automation typically pays back inside the first quarter — measured against the loaded cost of the prior authorization specialist hours absorbed. Higher volumes deploy faster.
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See this running in your Availity instance
30-minute call. We'll look at your actual Availity setup and show exactly how this workflow fits.