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Rx Assist: add drugs with AI

Entering drug lists into HealthSherpa Medicare just got a lot faster.

With Rx Assist, you can add a client's full drug list in nearly half the time.

Just type, image upload, or speak all of your drugs at once – plain language and typos are fine – and our AI will extract and add them automatically.

How it works

1. Open the Drugs pop-up from the Quoter sidebar, or from a Contact Profile page.
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2. At the top you'll see the Rx Assist section – click into the text field.
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3. Type the full drug list in plain language. For example: “lisinopril 10mg once a week, metformin 500 milligrams twice a month, and two 5g Xanax tabs daily." Or, use voice input or upload an image (details below).
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4. Click Add drugs and the AI will fill out the Drugs table below.
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5. Drugs added with Rx Assist show up in the same list as manually entered drugs.
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6. Review and confirm – see the added drug aside your original text for comparison:

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7. Click Save and you’re done.

Note: This feature is available only to agents, not on the client Intake Form (for now).

Image upload

You can also upload an image to add a client’s drugs. For example:

  • Photos of pill bottles

  • Photos of handwritten drug lists

  • Screenshots of drug lists from other platforms (Sunfire, Medicare Center, etc.)

Upload by clicking the image icon, dragging and dropping, or pasting an image.

Formats accepted: JPG, PNG, GIF, and WEBP.

Voice

If you'd like to voice the drug list, click the mic icon and speak the list out loud.

  • Rx Assist transcribes your list into text.

  • Recording ends when click the mic icon.

Tip: Speak normally – Rx Assist understands natural phrasing.

Time savings

Here's a comparison we ran entering the same 3 drugs manually vs. using Rx Assist:

Manually enter the 3 drugs:

  • 20 clicks

  • Typing 9 different times

  • 65 seconds

Entering the 3 drugs using Rx Assist.

  • 5 clicks

  • Typing just once

  • 30 seconds

So using RxAssist can save you nearly half the time.


Got questions? Contact support

Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.


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