What you'll accomplish
By the end of this guide, you'll have ChatGPT Pro set up to analyze and summarize medical records, demand packages, and other large documents — turning a 200-page PDF that would take you 3 hours to review into a 1-page summary in under 2 minutes. You'll use this every time you receive a demand package or voluminous medical records on a casualty claim.
What you'll need
- A ChatGPT account — go to chat.openai.com and sign up (free)
- ChatGPT Plus subscription ($20/month) — required for file upload capability
- The PDF medical records or demand package you want to analyze
- Time needed: 15 minutes to set up; 2 minutes per document after that
- Cost: $20/month for ChatGPT Plus
How-To Guide: Medical Record & Demand Package Summarization
Step 1: Sign Up for ChatGPT Plus
Go to chat.openai.com. If you don't have an account, click "Sign Up" and create one with your personal email (use a personal email, not your work email, since you'll be uploading sensitive claim data — check your carrier's data privacy policy first).
Once logged in, click your name in the bottom left → Upgrade plan → ChatGPT Plus → Enter payment details ($20/month). Your account upgrades immediately.
What you should see: After upgrading, you'll see a small "Plus" badge next to your account name, and the model selector at the top will show "GPT-4o" as an option.
Troubleshooting: If you don't see the Upgrade option, you may already have a Plus account, or your organization may have enterprise access — check with your IT department.