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New Neurology patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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