New Patient Intake & Chart Prep for Specialty Pharmacy Managers with CareTend
The Problem
New Specialty Pharmacy patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 CareTend
AI sends the intake packet via CareTend, 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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
CareTend Integration Approach
Audit your CareTend configuration
We map the specific CareTend objects, custom fields, and workflows the automation needs to touch for your specialty pharmacy practice.
Build on the CareTend API or agent
Integration happens inside CareTend — 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 CareTend with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CareTend instance
30-minute call. We'll look at your actual CareTend setup and show exactly how this workflow fits.