Workflow Recipes
Patient Intake to Chart
Patient workflow from intake forms to completed chart notes
// First 7 days
What can be running fast.
01
Get a ready-to-run system that replaces blank-page setup.
02
Ship a usable package with 8 included files and working structure.
03
Move from purchase to first setup in about 5 min.
// Included files
What is inside the package.
Description
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.
Upgrade path
- 01Start with this package and validate the workflow.
- 02Add specialized skills or bundles once the core system is stable.
- 03Use the community to sharpen positioning, demos, and feedback loops.
# 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// Community acceleration
Use the room after the purchase.
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
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