Coverage and authorization
Keep an insurance decision and its follow-up in one place.
Check important dates, choose who handles each task, and track the response you are waiting for.
See this exampleUse cases
Paperwork should not disappear into a folder.
These are four common situations where families need to keep the original paperwork, their tasks, and outside follow-up together.
Discharge follow-up
Turn written follow-up instructions into a plan your family can use.
Check the instructions, divide the work, and keep track of anything that is still unresolved.
See this exampleReferral tracking
See where a referral is waiting and what should happen next.
Keep the referral, your next task, the outside response, and the next follow-up together.
See this exampleBenefits and renewals
Keep renewal paperwork, dates, and tasks together.
Check important dates one at a time and keep each one connected to the original notice.
See this example