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New Primary Care patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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