New Patient Intake & Chart Prep for Pediatric Practice Managers with Office Practicum

Office Practicum Pediatric Practice Manager Pediatrics

The Problem

New Pediatrics patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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

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 Office Practicum — uses the native API or agent integration so nothing leaves the system of record.

Office Practicum Integration Approach

1

Audit your Office Practicum configuration

We map the specific Office Practicum objects, custom fields, and workflows the automation needs to touch for your pediatrics practice.

2

Build on the Office Practicum API or agent

Integration happens inside Office Practicum — 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 Office Practicum with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your Office Practicum instance

30-minute call. We'll look at your actual Office Practicum setup and show exactly how this workflow fits.

More About This Workflow

New Patient Intake & Chart Prep for Pediatric Practice Managers

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.

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