End-of-Day Batch Processor
Queue medical-records requests and lien updates during the day — process the whole batch after hours.
The problem
Two routine paralegal tasks eat the workday in 5-minute chunks: (1) requesting medical records from providers as cases come in, (2) updating lien balances and lien histories as letters and statements land. Each is fast on its own but they shred focus when interrupted 20 times a day. The firm would rather queue them all day and have one batch run after hours — Claude works through the queue, the paralegal reviews everything in the morning.
The outcome
Throughout the day, staff add items to two queues by tagging cases or forwarding emails: "need records from X provider" and "lien update for Y carrier". At the firm-configured batch hour (default 7pm), Claude processes the entire backlog: drafts records-request letters, opens the lien-history rows, updates balances. Everything sits in a review queue for the next morning. 20 interruptions per day → one 10-minute approval pass.
Connectors you'll need
The prompt
Paste this into Claude (with Cohesive360 installed in your Claude → Settings → Connectors). Replace bracketed placeholders with your specifics.
Run the end-of-day batch:
1. Find every case tagged "queue:medical-records-request" today. For each, draft a records-request letter to the listed provider using our firm's HIPAA-authorization template.
2. Find every case tagged "queue:lien-update" today. For each, open the lien history, pull the most recent entry, add a new entry with the updated balance noted in the case's recent notes or attached emails.
3. For each queued item, attach the draft to the case as a Document Pending status.
4. Clear the queue tags (`unset_case_tag`) on each processed case.
5. Generate a morning approval batch — one screen per item, in priority order.What Claude does
Step-by-step rundown of the work. Every write is drafted, not posted — you approve before anything lands in your systems.
- 1
Sweep the queue tags
Searches all active cases for the firm-configured queue tags (default: queue:medical-records-request and queue:lien-update). Builds the day's batch.
search_casesget_case_tags - 2
Process medical-records queue
For each case in the records queue: identify the provider from the case file, draft the records-request letter using the firm-configured HIPAA-authorization template, create a Medical Records Request entry in the CMS in pending status.
get_case_medical_providerscreate_medical_records_requestupload_document - 3
Process lien queue
For each case in the lien queue: pull the case's liens, find the lien being updated, open the lien history, add a new dated entry with the new balance + source reference.
get_case_liensget_lien_historyadd_lien_historyupdate_lien - 4
Clear processed tags
Once an item is drafted, the queue tag comes off the case so it doesn't reappear in tomorrow's batch.
unset_case_tag - 5
Generate morning approval batch
Outputs a single screen per drafted item — letter or lien-entry shown, case context summary, and an approve / reject / edit button. Nothing is finalized until approved.
Verify before approving
Claude is fast but not infallible. These are the spots most worth a second look before you hit approve.
- Verify the provider address on each records-request letter — Claude pulls from the case file, which may have a stale address.
- Confirm HIPAA-authorization template includes your firm's most recent compliance language.
- Cross-check lien balances against the source document — if pulled from a faxed statement, OCR errors are possible.
- Tags must be added during the day for cases to enter the batch — if a paralegal forgets the tag, the item is missed.
Run this workflow in Claude
Two ways: copy the prompt and paste into Claude for a one-off run, or install as a permanent Claude Skill that activates automatically. Step-by-step instructions →
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