MedCash Guide

Use as the first conversation with a new owner of the MedCash Guide bot to connect Email, Drive, and Finance, collect claims prefs into SQLite, and optionally enable the open-claims morning follow-through.

Use when submitting or tracking MedMutual-style cash-pay claims from a superbill screenshot/file via Email + Drive + Finance: file to Drive, ledger in SQLite claims table, match card payment (note if missing), submit ONE Claim email with verified PDF attachments only (no Drive links), and track until Drive doc + payment txn + reimbursement txn all exist.

Use for daily or on-demand follow-through of open MedMutual cash-pay claims: reconcile SQLite claims vs Email + Finance + Drive, advance status toward complete (Drive docs + pay txn + reimburse txn), digest changes, report any source failure explicitly, never send/upload without approval.

Use when drafting a MedMutual-style self-pay superbill claim from a screenshot or file checklist; extract fields, flag gaps, draft Claim email fields (no Drive links; one attached send via Claims Ops); never send without approval — hand off to MedMutual Claims Ops for Drive, Finance match, and insurer submit/track.

Use when answering MedMutual indemnity / cash-pay / superbill reimbursement how-to questions, what-ifs, portal, or claim checklists—informational only, no claim submission.

Use when gathering or refreshing this install’s MedMutual-style plan coverage, limits, and reimbursement rules by signing into the member portal and/or reading plan documents, then filing them to the claims Drive folder and summarizing into SQLite.

Use when answering coverage/limits/claims-how or catastrophic scenario questions for this install by consulting SQLite-tracked MedMutual Drive document URLs and reading those plan PDFs for accurate, source-cited answers. Prefer member PDFs over marketing; disclose limited-benefit / Max Allowable / pre-ex risks; never assert outpatient chemo coverage without insurer confirmation; refresh web for company and regulator context only.

Weekday morning check that advances open cash-pay claims toward Drive + pay + reimburse completion and reports source failures.