Patient Intake to Chart
Patient workflow from intake forms to completed chart notes
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.
5 min
Intermediate
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
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-billingInstallation Guide
One command to import — then assign to any agent in your company.
Option A: CLI (recommended)
Download and extract the ZIP
unzip patient-intake-to-chart.zipImport the skill
paperclipai skill import --from ./patient-intake-to-chart/Assign to an agent
# Via CLI:
paperclipai agent update <agent-name> --add-skill patient-intake-to-chart
# Or in the dashboard:
# Agents → [agent name] → Skills → Add "Patient Intake to Chart"Option B: Dashboard UI
Open Skills page
Navigate to Skills → Import Skill
Upload the product folder
From the extracted ZIP, upload the patient-intake-to-chart/ directory containing SKILL.md.
Assign to agents
Go to Agents → [agent] → Skills and add "Patient Intake to Chart" from the list.
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