AI Admin Agents for Providers and Plans

Automate
Intake on EHR 24/7 with AI

GenHealth can automate Intake for organizations using EHR 24/7 by executing workflows autonomously for actions taken over the web and fax

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Trigger

When events happen in EHR 24/7

New data or events occur in EHR 24/7 that need to be processed.
EHR 24/7

Polling for new records

Action

Automatically run Intake

GenHealth processes the Intake workflow automatically using AI.
Process Intake

Create or update records

How To Guide

How to automate Intake on EHR 24/7

Follow these steps to set up automated Intake for EHR 24/7 using GenHealth's UMPA app. No code required.
1
Sign up for UMPA

Create your free GenHealth UMPA account to get started.

Sign up
2
Add EHR 24/7 integration

In UMPA, connect EHR 24/7 by entering your username and password.

Connect
3
Add a Intake workflow

Create a new workflow in UMPA and select Intake as the type.

Add workflow
4
Schedule the workflow

Choose your triggers or schedule (event-based or recurring) and go live.

Schedule
Start automating Intake
Benefits

Why automate Intake with EHR 24/7?

Save Time

Eliminate manual data entry and reduce processing time by over 80%

Reduce Errors

AI-powered automation ensures accuracy and consistency

Keep Your Workflows

No need to replace EHR 24/7 - automate on top of your existing systems

Get Paid

More accurate Intake leads to faster payments with fewer denials

Details

How does it work?

1
Connect EHR 24/7

GenHealth can link your EHR 24/7 account

2
Configure Workflow

GenHealth will setup your Intake automation rules and preferences

3
AI Takes Over

GenHealth automatically processes Intake tasks as they come in

4
Monitor Automation Reports

Track performance via reports

Get started with EHR 24/7 + Intake automation
App

More about EHR 24/7

Automate clinical documentation and patient portal workflows on EHR 24/7. Streamline operations for multi-specialty small practices.

View all EHR 24/7 automations
Workflow

More about Intake

Turns every referral channel into a structured order. Ingests faxes, e-prescribe, uploads, and email attachments; OCR + extraction produces demographics, primary and secondary insurance, ICD-10s, CPT/HCPCS, products, and ordering provider with NPI — each field cited to its source page. On approval (or auto for high-confidence orders), creates patient, insurance, prescription, and order records in your EMR or billing system.

View all Intake integrations
More Workflows

Other EHR 24/7 Automations

Medical Necessity

Selects the right LCD, NCD, commercial guideline, or custome...

Eligibility

Selects the right path per carrier — API, clearinghouse, or ...

Prior Authorization

Assembles payer-specific packets from intake and qualificati...

Referrals

GenHealth can automate referral tracking and follow-up actio...

Resupplies

For each eligible patient: checks payer-specific resupply po...

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