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Rx Assist: add drugs with AI

Jeff Kriege avatar
Written by Jeff Kriege
Updated today

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.

2. At the top you'll see the Rx Assist section – click into the text field.

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).

4. Click Add drugs and the AI will fill out the Drugs table below.

5. Drugs added with Rx Assist show up in the same list as manually entered drugs.

6. Review and confirm – see the added drug aside your original text for comparison:

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

  • 50 seconds

Entering the 3 drugs using Rx Assist.

  • 5 clicks

  • Typing just once

  • 30 seconds

So using Rx Assist 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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