Use hospital PDFs to complete insurance forms
Felix Rieseberg had Claude Cowork transfer details from hospital PDFs into his insurance forms while he was busy with newborn care.
- What they did
- Rieseberg connected Claude Cowork to a set of hospital record PDFs and his insurance portal. The agent read the files, pulled out the needed medical and legal information, and entered it into the insurance paperwork without manual data entry.
- How it went
- The paperwork was completed successfully. The account does not mention how long it took or any issues along the way.
- Tips
- Before you let an agent touch a live form, make sure it can access the right documents and site. Ask it to stop and show a full draft before any final submit action.
Try it yourself with Claude Cowork
I have hospital PDFs in [folder path] and need help with insurance forms on [insurance website]. Review the documents, find the medical and legal details needed for the forms, and prepare a complete draft. If anything is missing or ambiguous, flag it clearly. Pause before any payment or final submission, then show me the filled-in form for approval.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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