LawBilling & Finance

HIPAA Authorization Packets

Built for Law Firm Billing Teams.

Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.

Why this matters

The manual work this replaces

HIPAA forms require accurate case data entry, review, and compliant upload back to the case record.

What Caddi does

How the automation runs

  1. Neos
  2. Adobe Acrobat
  3. SharePoint
  4. Microsoft Excel

This process completes a HIPAA authorization form for a legal case using NEOS to gather client and case data. It utilizes Adobe Acrobat to enter and review information, then saves the finalized document as 'HIPAA completed.pdf.' The form is uploaded to the NEOS case record and its successful upload is confirmed. All fields are reviewed for accuracy and compliance before finalization.

Value created

What changes after Caddi

HIPAA authorizations are completed automatically and stored consistently.

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Scanned Check Processing

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See it on your stack

Want HIPAA Authorization Packets automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.