Medical Paperwork Agent
Timeline, prep sheet, appeal letter — paperwork that wins
Handle the paperwork side of healthcare: build one chronological medical timeline from your records, generate a one-page visit prep sheet (ranked questions, symptom log, meds), and build a structured insurance denial appeal letter that quotes their reason code back with counter-evidence. Paperwork only — never diagnosis.

Install it in 3 steps
No sign-up. No CLI tools. Pick your AI, copy one line, paste it over.
Prefer doing it yourself? Buy the skill ($4.99), download the ZIP from your checkout confirmation, unzip it into the directory shown above, restart your AI session — same result. Already bought it? Your AI assistant can download it for you.
What’s inside
One SKILL.md (the playbook) + one starter template. A preview:
Medical Paperwork Agent
When to use
- You're coordinating care across multiple doctors and nobody has the full picture — build one timeline they can all read
- Preparing for an appointment and want to walk in with a symptom log, medication list, and the right questions (instead of forgetting everything in the room)
- Your insurer denied a claim and you need a structured appeal letter, not an angry phone call
- A family member is ill and you're the one holding the paperwork together: records, referrals, bills, prior authorizations
- Tracking a chronic condition over months and need the history organized for the next specialist
Workflow
- Timeline (input: records, bills, notes → output: medical timeline)
Build one chronological timeline: dates, provider, what happened (visit / test / prescription / procedure), key results, and cost. Every entry cites its source (discharge summary, lab report, your notes). The timeline is the single source of truth — everything else in this skill is built from it. Keep it factual and dry; no interpretations, no diagnoses. - Visit prep (input: timeline + upcoming appointment → output: prep sheet)
For the appointment, produce a one-page prep sheet: the 3 questions you must ask (ranked), symptom log since last visit (what / when / severity / what helped), current medications with doses, and the relevant timeline highlights the doctor won't have. Print it or hand the phone over — the sheet does the talking when you're nervous or rushed. - Appeal builder (input: denial letter + timeline → output: appeal letter)
For a denied claim: extract from the denial letter the exact reason code and what the insurer says is missing. Then build the appeal — patient info, claim reference, the denial reason quoted back, then the counter-evidence from the timeline (dates, procedure codes, doctor's notes), then the specific ask (reconsider / approve / cover at the in-network rate). Close with a deadline for response and where to send it. Attach the evidence list, not the evidence itself, unless they ask.
Output spec
- Medical timeline: date / provider / event / key results / cost / source — chronological, factual, no diagnoses
- Visit prep sheet: 3 ranked questions / symptom log / medication list / timeline highlights — one page
- Appeal letter: patient + claim refs / denial reason quoted / counter-evidence from timeline / specific ask / response deadline — formal tone, no anger
- Every medical claim in any output must trace to a source in the timeline; anything unsourced is marked "patient-reported"
- Nothing here is medical advice: the skill organizes paperwork, it does not interpret results or recommend treatment
Good vs. bad examples
Template preview
Medical Paperwork Pack
Medical timeline
Visit prep sheet — [date, doctor]
3 questions (ranked):
- […]
- […]
- […]
Symptom log since last visit:
- [what] / [when] / [severity 1–10] / [what helped]: […]
Current medications:
- […] — […]mg, […]x daily
Timeline highlights for this doctor:
- […]
Appeal letter
[Your name, address, policy #]
Re: claim #[…], denied [date], reason code […] ("[their reason quoted]")
Counter-evidence:
- […] (source: timeline [date])
- […]
Request: [reconsider / approve / process at in-network rate]
Please respond within 30 days to [address].
Attachments available on request: […]


