Paperwork & Requests

Keep forms, referrals, authorizations, and insurance tasks in one calm place. AI can pre-fill answers and track statuses so fewer things fall through the cracks.

Paperwork Automator AI auto-fill & explanations Smart Reminders

Paperwork queue

Forms, referrals, authorizations, insurance
Status
Type
  • EEG referral – imaging center
    Waiting on imaging center · From neurology visit · Due in ~10 days
    Waiting on others Referral Insurance-linked
  • Prior authorization – OT twice weekly
    In progress · AI pre-filled most answers · Submit by next week
    In progress Authorization Insurance
  • School release of information form
    To start · Good to finish this week · 1-page form
    To start Form School
  • Insurance portal – check benefits
    Optional · From insurance tracker · Good to do this week
    To start Insurance
  • Updated intake packet – clinic
    Completed · Submitted last month · Answers reusable for future forms
    Completed Form Clinic
AI can gently surface 1–3 key paperwork tasks when you’re in Bad-Day Mode.

Overview

This month

A quick snapshot of how much paperwork is on your plate and what’s coming up soon.

Active items
4
2 in progress · 1 waiting on others
Due within 7 days
2
EEG referral · Prior auth
Completed this month
3
You can reuse answers for new forms
Select a request from the list
DUE
—
SOURCE
—
Status: —
AI can help with this request
Choose a paperwork item to see a short summary and examples of AI helpers like auto-fill, explanations, and next steps.

Smart Reminders

Gentle nudges, not spam

Stay ahead of due dates without feeling like your phone is another loud voice. You control how often we nudge you.

2 paperwork items have Smart Reminders on this week (EEG referral, prior auth).

In Bad-Day Mode, Smart Reminders only surface 1–2 most time-sensitive tasks and quietly hide the rest.

Upload & auto-fill

PDFs, photos, or screenshots

Upload a form once. AI can scan it, detect fields, and suggest answers based on your profile, visit summaries, and past paperwork.

Drop a file here or click to choose a PDF / image
(Demo only – no files are actually uploaded)

We highlight fields that must match your insurance card and show you anything we’re unsure about before you submit.