Real Agent Cases

Organize parents' Medicare options and a checklist with ChatGPT, then catch a missing medication

Posted
by Matthew Guldin (LinkedIn)
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Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

PartialThe source says it only partly worked, or had a significant problem a person had to deal with.

What went wrong: ChatGPT helped organize and raised useful questions, but checking against official Medicare information found several mistakes and omissions, including a missing medication.

Outcome

Helping their parents review Medicare coverage for 2027, Matthew Guldin gathered details on coverage, prescriptions and doctors and used ChatGPT to organize it, build a checklist, explain enrollment requirements and flag areas to research. It pulled together information spread across many sites and raised questions Guldin hadn't considered, but comparing its answers with official Medicare enrollment information showed several mistakes and omissions, including leaving out one of their father's important medications when evaluating Part D drug coverage.

Agent

ChatGPT

Prompt Recreated prompt

The source didn't share its exact prompt, so we wrote this from what it describes.

Let's work this out together. I'll tell you what I know, you suggest options and ask what you need, and we'll narrow it down step by step. Nothing gets booked, bought or sent until I say so.

Goal: Help me organize my parent's Medicare information and prepare a checklist and questions, so we can compare options using the official tools.

What I'll share as we go:
- Current coverage and plan documents
- The full list of prescriptions with doses
- Doctors and pharmacies they want to keep
- Key dates (birthday, enrollment windows)

This is admin help, not medical advice. Don't diagnose or suggest treatments. If anything I mention sounds urgent, tell me to contact a doctor or emergency services first. You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- Repeat back the full medication list and ask me to confirm it before any comparison.
- Explain options in plain words and point to Medicare.gov Plan Finder or a SHIP counsellor for plan-specific costs.
- Label every cost or rule as something to check against official Medicare information.
- List what you're unsure of or couldn't verify.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: A one-page summary of their situation, a checklist with deadlines, and questions to check on Medicare.gov or with a counsellor.

You'll know it worked when: we compare plans in the official tool with complete, correct information.

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Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Let's work this out together. I'll tell you what I know, you suggest options and ask what you need, and we'll narrow it down step by step. Nothing gets booked, bought or sent until I say so.

Goal: Help me organize my parent's Medicare information and prepare a checklist and questions, so we can compare options using the official tools.

What I'll share as we go:
- Current coverage and plan documents
- The full list of prescriptions with doses
- Doctors and pharmacies they want to keep
- Key dates (birthday, enrollment windows)

This is admin help, not medical advice. Don't diagnose or suggest treatments. If anything I mention sounds urgent, tell me to contact a doctor or emergency services first. You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- Repeat back the full medication list and ask me to confirm it before any comparison.
- Explain options in plain words and point to Medicare.gov Plan Finder or a SHIP counsellor for plan-specific costs.
- Label every cost or rule as something to check against official Medicare information.
- List what you're unsure of or couldn't verify.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.
- Before finishing, re-check that every medication I gave you appears in your summary.

Output: A one-page summary of their situation, a checklist with deadlines, and questions to check on Medicare.gov or with a counsellor.

You'll know it worked when: we compare plans in the official tool with complete, correct information.

Before you finish: re-read my goal and constraints, check your answer against each one, and list anything you assumed or couldn't confirm.

Source

https://www.linkedin.com/posts/mattguldin_medicare-artificialintelligence-healthcare-activity-7513970563623669762-LMRP

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