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AI agent for chiropractors

Personal Injury Case Documentation Agent

Each injury case has a complete, consistent packet ready to send when treatment ends.

AdministrationDocument handlingHealthcare
See how it worksGet access
Personal Injury Case Documentation Agent: what goes in, what the agent does and what you get

What it does

Injury cases need exam notes, imaging, reports, billing and lien or attorney letters, and a missing piece can delay payment for months. The agent opens a tracker for each case and lists what the claim requires. It checks the chart and billing for each item, compares dates and codes across documents, and requests missing items from staff, the patient's attorney or the imaging center. It tracks each request until it arrives and rechecks that the full set is consistent, for example that visit dates in the report match the billing. When a request is overdue it follows up. The clinician approves the final packet before it is sent. Edge case: if the report states a different injury date than the intake form, the agent holds the packet and flags the conflict.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueApprovedNo 1 STARTS WHEN New injury case opened 2 USES A TOOL Read the chart, billing and case documents 3 DOES List the items the claim requires 4 DOES Mark which items are present and which are missing 5 DOES Draft requests for each missing item 6 YOU APPROVE Staff approve requests to outside parties 7 USES A TOOL Send requests and set follow-up dates 8 CHECKS THE RESULT Is every item present and do dates, codes andamounts agree? If not: Chase overdue items, flag conflicts and rerunthe comparison. Back to step 3. 9 DOES Assemble the final packet 10 YOU APPROVE Clinician approves the packet before it is sent 11 RESULT Complete case packet
Read the steps as a list
  1. New injury case opened
  2. Read the chart, billing and case documents
  3. List the items the claim requires
  4. Mark which items are present and which are missing
  5. Draft requests for each missing item
  6. Staff approve requests to outside partiesThe agent waits here for your OK.
  7. Send requests and set follow-up dates
  8. Is every item present and do dates, codes and amounts agree?If not: Chase overdue items, flag conflicts and rerun the comparison. Back to step 3.
  9. Assemble the final packet
  10. Clinician approves the packet before it is sentThe agent waits here for your OK.
  11. Complete case packet

How it decides

It compares the packet to the requirement list and checks dates, codes and amounts match across documents.

  • Required items are the claim checklist
  • Date conflicts hold the packet
  • Items overdue by 7 days get a follow-up
  • Billing totals must match the ledger

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Items required per case type
  • Follow-up days
  • Who receives requests
  • Weekly review day
  • Packet format

What keeps you in control

It always asks you first

  • Staff approve requests to attorneys and others
  • Clinician approves the final packet

Hard limits

  • Never send a packet without clinician approval
  • Never alter a clinical record
  • Never share records without authorization

It stops when

  • Done: complete, consistent packet is approved and sent
  • Stop: the patient withdraws the claim

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA case needs 9 items. The agent finds the imaging report and attorney letter missing and drafts two requests. When the documents arrive, the comparison shows the report lists an injury date of March 4 while the intake form says March 14. It holds the packet and flags the conflict. The clinician confirms March 4 and the intake form is corrected before sending.

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