New Patient Intake & Chart Prep for Urgent Care Managers 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New Urgent Care patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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
Audit your Experity configuration
We map the specific Experity objects, custom fields, and workflows the automation needs to touch for your urgent care practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Experity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Experity instance
30-minute call. We'll look at your actual Experity setup and show exactly how this workflow fits.