SoCal Medical Supply

Patient Form Dashboard · 12038 Burbank Blvd, Valley Village CA

Patients

New intake Drop the Data.pdf and the medical records together · Claude suggests patient, doctor and DME items · you confirm once · the run continues in the background

1Files — Data.pdf + medical records
Drop every file hereData.pdf · notes · orders · evaluations — PDF or JPG/PNG, up to 50 record pages
👤 Patient: from the Data.pdf, or matched by the name in the records — checked before anything runs.
2DME items on the patient record
Suggested by the scan, confirmed in the Review & confirm card. Only confirmed items land here.
✱ = CMS face-to-face / WOPD list. These items also drive the order packet.
3Scan → review → one confirmation
Claude is working on the records…
Patients· Patient Record Esc = back to the list · filters kept

Rentals Rental orders · contract · online signature · delivery · pick-up · payment

Rentals· Rental order Esc = back to the list

SoCal Medical Supply

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