Benefit Documents. Answered Instantly.

Health benefit documents like summaries of benefits and coverage are dense, multi-page PDFs with information spread across tables and sections that are difficult to navigate quickly. Care staff handling patient inquiries must meticulously search for specific answers — and the document view inside Salesforce does not support text search. GPTfy eliminates this by extracting and presenting exactly the information requested in a clean, readable format.

GPTfy attaches the benefit document to an AI prompt — in this case a case files AI prompt — and the staff member types a specific question. GPTfy sends the document to AI, which extracts the relevant information and returns a structured answer. In the demo, asking for the cost of each drug tier returns a clean table with tier names and copay amounts — far more readable than the original PDF.

Yes. The demo shows a patient asking about generic drug costs, but the care team uses AI to ask a broader question: give me the cost of each drug tier. This produces a more complete answer that prepares the coordinator to handle follow-up questions without going back to the document. AI can answer questions that go beyond the literal patient inquiry, giving staff a more complete picture.

Yes. The AI-extracted answer is placed at the top of the Health Cloud record page. On future visits to the same case, the care team can reference the extracted information without re-running the prompt or opening the original PDF. This eliminates redundant document searches across multiple interactions on the same case.

GPTfy's file analysis capability works with PDFs and other document types attached to Salesforce records. For healthcare use cases, this includes summaries of benefits and coverage, evidence of coverage documents, formulary lists, provider directories, and any other document attached to a Health Cloud case, account, or contact record.

Yes. Health document navigation uses GPTfy's file analysis capability, which allows any document attached to a Salesforce record to be analyzed by AI using a configured prompt. The same capability is used across other industries for analyzing contracts, RFPs, 10-K filings, and technical specifications. In healthcare, it is particularly valuable for benefit documents that are long, dense, and frequently referenced by patient-facing teams.