I work in an optometry office and am looking to automate 2 things.
- I want to somehow be able to verify vision insurance, specifically for people that do not know which insurance they have. I want it to be able to log onto several insurance portals to verify if they have one of the 5 insurances we take. I want the flow to then download their benefits into a pdf.
- I want to then take that pdf and scan specific copays to then put into a google sheet calculator that I already made. The problem is that I need to duplicate a main file and have it edited based off of which insurance they have and then fill the cells for specific copays.
Can anyone create 1 of both of these?