# New Patient Intake & Chart Prep for Therapy Practice Managers with Alma

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

- **Tool:** [Alma](https://calish.com/workflows/tool/alma/)
- **Role:** [Therapy Practice Manager](https://calish.com/workflows/for/therapy-practice-manager/)
- **Specialty:** Mental Health
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-therapy-practice-manager-with-alma/

## The Problem

New Mental Health patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## Alma Integration Approach

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

## About This Workflow

- [New Patient Intake & Chart Prep for Therapy Practice Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-therapy-practice-manager/)
- AI sends the intake packet via SimplePractice, 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 Alma Automations

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-therapy-practice-manager-with-alma/)
- [Daily Denial Worklist Triage for Therapy Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-therapy-practice-manager-with-alma/)
- [Controlled Substance & PDMP Compliance for Therapy Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-therapy-practice-manager-with-alma/)
- [Infusion Chair & Drug Scheduling for Therapy Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-therapy-practice-manager-with-alma/)
- [Prior Authorization Submission for Therapy Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-therapy-practice-manager-with-alma/)
- [Claim Denial Appeal for Therapy Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-therapy-practice-manager-with-alma/)
- [Referral Management & Loop Closure for Therapy Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-therapy-practice-manager-with-alma/)

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