FixKit AI

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๐Ÿ’ฌ AI prompt: The receipt shoebox method

Keep a copy of every medical receipt plus a simple list, so you can prove every HSA dollar later.

Copy this prompt

Below are receipt and bill texts with personal details removed. Make a ledger table with columns: date of service, date paid, provider, who it was for (use 'Person A/B'), amount billed, amount paid, proof type (receipt / itemized bill / EOB), and a note. Put 'billed, not yet paid' amounts in their own column. Flag any row missing proof of payment. Don't decide whether anything is HSA-eligible or how it's taxed. Do not give me medical, legal or financial advice and do not diagnose anything. Stop after the table and the list of flagged rows.

[paste receipts]

How to use it

  1. Open Grok Bot, ChatGPT, Gemini or Claude โ€” any of them works.
  2. Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
  3. Read the answer and double-check anything important before you act on it.

Not medical, legal or financial advice. The AI drafts; you decide and you press send.

Read the card โ†’

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Prior authorization means your insurance wants your doctor to prove you need a medicine or test before they'll pay for it.