# New Patient Intake & Chart Prep for Urgent Care Managers with Experity

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

- **Tool:** [Experity](https://calish.com/workflows/tool/experity/)
- **Role:** [Urgent Care Manager](https://calish.com/workflows/for/urgent-care-manager/)
- **Specialty:** Urgent Care
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-urgent-care-manager-with-experity/

## The Problem

New Urgent Care patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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

## Experity Integration Approach

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

## About This Workflow

- [New Patient Intake & Chart Prep for Urgent Care Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-urgent-care-manager/)
- AI sends the intake packet via DocuTAP, 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 Experity Automations

- [Claim Denial Appeal for Urgent Care Managers](https://calish.com/workflows/with/claim-denial-appeal-for-urgent-care-manager-with-experity/)
- [Referral Management & Loop Closure for Urgent Care Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-urgent-care-manager-with-experity/)
- [No-Show Reduction & Recall for Urgent Care Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-urgent-care-manager-with-experity/)
- [Chart Closure & Encounter Documentation for Urgent Care Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-urgent-care-manager-with-experity/)
- [Coding & CDI Quality Check for Urgent Care Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-urgent-care-manager-with-experity/)
- [Insurance Eligibility Verification for Urgent Care Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-urgent-care-manager-with-experity/)
- [Patient Balance Collections for Urgent Care Managers](https://calish.com/workflows/with/patient-balance-collections-for-urgent-care-manager-with-experity/)

---

Book a free 30-minute consultation: https://calish.com/contact