Objective

Explore the ExactaCare portal/access situation and how Sam can leverage it for Trent's Treatment-stage case workflow, using read-only Drive, Litify, and local artifact evidence.

Evidence Used

• Drive folder: https://drive.google.com/drive/folders/1HWYYf-bbI0W6YVIhGaTzh8z8QKG-3cvR
• ExactaCare example folder/file: https://drive.google.com/drive/folders/101X7xSSFsiQWyux_cccJEKQdPHw5pSk3 and https://drive.google.com/file/d/1yhqlfgd9HjYla6X_rixsxw3RxT84T66D
• Aptiva saved ShareFile-style HTML/file folder: https://drive.google.com/drive/folders/13-XdQykeNhv6LiCEsLBobSL1Ax99Lypq and https://drive.google.com/file/d/1toUiD9Z8z2p4KVK3yWnnMXgnrB9edN87
• Local artifact set: /Users/samaguiar/Documents/Projects/Repos/sail-litify-hub-mdt/Litify_AI_Integration_Project/analytics/exacta_aptiva_treatment_review_2026-06-03/
• Scripts: scripts/analyze_exacta_aptiva_treatment.py, scripts/run_exacta_aptiva_treatment_queue.py, scripts/verify_exacta_aptiva_treatment_queue.py

Findings

• The supplied Drive root is an Aguiar Law Offices case-folder tree with client/case folders and some loose PDFs.
• ExactaCare evidence appeared as provider-named subfolders and PDFs: registration, release, records, bills, notes, HCFAs/charge reports.
• Aptiva evidence appeared as provider PDFs plus saved ShareFile-style HTML snapshots and email PDFs with integratedmedicalsolutions.sharefile.com links; some reports also referenced RamSoft/PACS.
• No verified shared ExactaCare/Aptiva portal-login instruction artifact was found in this pass. The access pattern looks case/provider-scoped rather than a single reusable shared login.
• Current local queue artifacts already classify 37 ExactaCare/Aptiva provider rows across 28 Trent Treatment-stage matters, with 22 active unreceived provider requests, 89 draft-only Litify updates, and 37 no-send adjuster drafts.

Recommended Workflow

• Use the current queue read-only first, then work smallest-first: linked Matter folders and file candidates before missing-link matters.
• Treat Drive connector evidence as primary until local gws OAuth is repaired; the current gws client is broken/deleted-client.
• Keep automation Matter-scoped. Parse provider PDFs, saved ShareFile HTML, and email-link evidence into candidate records/bills summaries, then require human approval before Litify writes or adjuster sends.
• Prioritize populating verified Matter Drive links because missing Drive links are the biggest blocker for safe automation.

Pickup Prompt