MedFlow for Patient Intake

Workflow templates with deep AthenaHealth integration save your teams time and unlock new revenue.

Automatically enter referral data, contact info, and other fields in-EHR to scale patient intake without extra headcount.

Explore clinical workflow templates

Fully customizable and adaptable to your care model.

Add patients who meet inclusion criteria to clinical trial recruitment list
Patient Updated
If When:
Patient Updated
Automatically trigger workflows whenever a patient record is updated in athenaOne for accurate and timely data.

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Add to Trial Cohort
Then Automatically:
Add to Trial Cohort
Automatically add patients who meet inclusion/exclusion criteria to a clinical trial eligibility list.
Create chart and intake tasks for inbound new patients
Web Form Communication
If When:
Web Form Communication
Build a custom form for your website where submissions generate secure FHIR Communication records in MedFlow and can trigger workflows.

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Create Patient
Then Automatically:
Create Patient
Easily create patient records in athenaOne to streamline patient onboarding and care coordination.
Check patients with an upcoming appointment for insurance eligibility
New Appointment
If When:
New Appointment
Automatically trigger workflows whenever a new appointment is scheduled in athenaOne, to help with pre-appointment actions.

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Check Eligibility
Then Automatically:
Check Eligibility
Automatically check patient's insurance information for eligibility for reimbursement and in-network status.
Reach out to patients with an eligibility gap to correct before visit
Eligibility Gap Detected
If When:
Eligibility Gap Detected
Automatically trigger workflows when a patient's insurance eligibility is flagged for review.

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Create Patient Case
Then Automatically:
Create Patient Case
Easily create patient cases in athenaOne to enhance documentation and streamline case management for healthcare providers.
Message patients with an eligibility gap to correct before visit
Eligibility Gap Detected
If When:
Eligibility Gap Detected
Automatically trigger workflows when a patient's insurance eligibility is flagged for review.

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Send Patient Message
Then Automatically:
Send Patient Message
Send messages to patients through Linear Health, improving patient engagement and communication.

Direct EHR and tool integration

No-code visual automation design

Respond to contract changes in minutes

Ready to Get Started with MedFlow?

Schedule a free workflow consultation call today.