New Patient Intake & Chart Prep for Prior Authorization Specialists with CoverMyMeds
Run new patient intake & chart prep on autopilot inside CoverMyMeds.
The Problem
New Utilization Management patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.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 CoverMyMeds
AI sends the intake packet via CoverMyMeds, 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 CoverMyMeds — uses the native API or agent integration so nothing leaves the system of record.
CoverMyMeds Integration Approach
Audit your CoverMyMeds configuration
We map the specific CoverMyMeds objects, custom fields, and workflows the automation needs to touch for your utilization management practice.
Build on the CoverMyMeds API or agent
Integration happens inside CoverMyMeds — 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 CoverMyMeds with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this new patient intake & chart prep automation work natively in CoverMyMeds?+
Yes — we build directly on CoverMyMeds's API or agent integration. Your data stays in CoverMyMeds, your prior authorization specialists keep the same login and UI, and there's no parallel system for the team to learn.
What CoverMyMeds configuration do we need before deployment?+
We work with your existing CoverMyMeds setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for utilization management teams.
Can CoverMyMeds handle new patient intake & chart prep on its own?+
CoverMyMeds handles configuration; AI handles judgment. Native CoverMyMeds workflows route deterministic tasks; our automation layer adds the AI judgment CoverMyMeds doesn't ship out of the box — document classification, exception triage, drafting.
Is CoverMyMeds the right tool for new patient intake & chart prep for prior authorization specialists?+
CoverMyMeds is widely used among utilization management teams precisely because of its data model around new patient intake & chart prep. We've deployed this workflow on CoverMyMeds for similar firms and the integration is well-trodden.
What's the typical ROI of new patient intake & chart prep automation in CoverMyMeds?+
For utilization management firms running CoverMyMeds, automation typically pays back inside the first quarter — measured against the loaded cost of the prior authorization specialist hours absorbed. Higher volumes deploy faster.
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See this running in your CoverMyMeds instance
30-minute call. We'll look at your actual CoverMyMeds setup and show exactly how this workflow fits.