TURN PAPERWORK INTO ORGANIZED INFORMATION
Scan & Organize
Photograph or upload paperwork, review what was extracted, then decide where it belongs.
How this helpsInstead of retyping everything, bring the paperwork into the plan, review the important details, and organize it where your family can find it.
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Scan a little for freeFree accounts get limited Scan & Organize access so you can try the workflow. Plus unlocks unlimited scanning and expanded organization.
Capture paperwork quicklyUse photos, PDFs or files instead of typing from scratch.
Review before savingConfirm medication, legal, date and dollar details before they are stored.
Put it in the right placeOrganize information into Essentials, Money or Care.
Pill bottle
Read medication name, strength, directions, prescriber and pharmacy exactly as printed on the label. Save to Health & Emergency Basics for reference only.
Insurance card
Read carrier, member ID and key phone numbers, then confirm before saving.
Legal document
Recognize a POA, advance directive, will or trust document and store its location.
Facility quote
Extract room, care-level and medication-management fees and prefill the facility cost calculator.
Long-term-care policy
Extract policy identifiers and benefit amounts for review.
Upload existing file
PDF, photo or document. The app can suggest where it belongs; you review and confirm.
Review before saving
Review important details before saving. Medication information, dollar amounts, dates and legal information should be checked and confirmed first.