New Patient Intake & Chart Prep for Medical Coding Managers with Epic
The Problem
New CDI & Coding patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 3M 360 Encompass, 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
Audit your Epic configuration
We map the specific Epic objects, custom fields, and workflows the automation needs to touch for your cdi & coding practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Epic with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Epic instance
30-minute call. We'll look at your actual Epic setup and show exactly how this workflow fits.