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Patient Intake to Chart

Patient workflow from intake forms to completed chart notes

$39Skill PackFor founders buying their first concrete result

What you can have running in the first 7 days

Get a ready-to-run system that replaces blank-page setup.
Ship a usable package with 8 included files and working structure.
Move from purchase to first setup in about 5 min.

What is Patient Intake to Chart?

A healthcare workflow from patient intake to chart completion. Covers intake form processing, insurance verification, appointment confirmation, vitals recording, provider notes, diagnosis coding, and chart finalization. HIPAA-compliant with audit logging at every stage.

Setup Time

5 min

Difficulty

Intermediate

Works With
solo-unicornclaude-code

What's Included

  • workflow.yaml
  • stages/intake.md
  • stages/verification.md
  • stages/visit.md
  • stages/charting.md
  • templates/intake-form.md
  • templates/chart-note.md
  • README.md

Preview

workflow.yaml
# workflow.yaml
name: patient-intake-to-chart
description: Patient workflow from intake to completed chart
compliance: hipaa

stages:
  - id: intake
    trigger: patient.checked-in
    actions:
      - collect-intake-form
      - verify-identity
      - scan-insurance-card
    audit: true

  - id: verify
    trigger: intake.completed
    actions:
      - check-insurance-eligibility
      - confirm-copay-amount
      - flag-prior-auth-requirements

  - id: visit
    trigger: patient.roomed
    actions:
      - record-vitals
      - document-chief-complaint
      - provider-examination-notes

  - id: chart
    trigger: visit.completed
    actions:
      - assign-icd10-codes
      - assign-cpt-codes
      - finalize-chart-note
      - submit-for-billing

Installation Guide

Get up and running in under 5 minutes.

# Copy workflow files
cp -r patient-intake-to-chart/ .claude/workflows/

# Run the workflow
claude /workflow patient-intake-to-chart

Skill Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.

Share

Community acceleration

Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.

Upgrade path

  • Start with this package and validate the workflow.
  • Add specialized skills or bundles once the core system is stable.
  • Use the community to sharpen positioning, demos, and feedback loops.

Need this adapted to your business?

Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.

Discuss implementation →
Files included8
Setup time5 min
Difficultyintermediate

Tags

workflowhealthcarepatientintakechartinghipaa

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