# New Patient Intake & Chart Prep for Prior Authorization Specialists with Epic

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

- **Tool:** [Epic](https://calish.com/workflows/tool/epic/)
- **Role:** [Prior Authorization Specialist](https://calish.com/workflows/for/prior-authorization-specialist/)
- **Specialty:** Utilization Management
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-prior-authorization-specialist-with-epic/

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New Utilization Management patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## Epic Integration Approach

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

## About This Workflow

- [New Patient Intake & Chart Prep for Prior Authorization Specialists](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-prior-authorization-specialist/)
- 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.

## Other Epic Automations

- [Prior Authorization Submission for Cardiology Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-cardiology-practice-manager-with-epic/)
- [Claim Denial Appeal for Cardiology Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-cardiology-practice-manager-with-epic/)
- [Chart Closure & Encounter Documentation for Cardiology Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-cardiology-practice-manager-with-epic/)
- [Coding & CDI Quality Check for Cardiology Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-cardiology-practice-manager-with-epic/)
- [Insurance Eligibility Verification for Cardiology Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-cardiology-practice-manager-with-epic/)
- [Patient Balance Collections for Cardiology Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-cardiology-practice-manager-with-epic/)
- [Rx Refill Request Processing for Cardiology Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-cardiology-practice-manager-with-epic/)
- [Lab Result Triage & Follow-up for Cardiology Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-cardiology-practice-manager-with-epic/)

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