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Read customer storyClicks works with an orthopedics group in New Jersey to automate the state's Attending Provider Treatment Plan form for Personal Injury Protection cases.
Preparing an APTP form by hand
15 min
per form
Preparing it with a Clicks AI agent
0 min
of staff time
None of the form is hard. Every part of it lives somewhere else, which is why one submission used to walk a coordinator through the chart, the intake packet, the credential file, and the payer record before it was ready for signature. The agent collects each block from its source and leaves only the signature.

Patient, policy, and accident details
From the EHR and the PIP intake packet
Provider credentials
From the practice's own records
Diagnosis and ICD-10 codes
Determined by AI from the locked note and coding research
Care path
Interpreted from the diagnosis and the treatment plan
Treatment plan, CPT and HCPCS codes
Frequency and duration from the practice's rules, total units calculated
Attestation and signature
Left blank. The provider reviews and signs.
New Jersey APTP form, version 2.1. Highlighted blocks are the ones the agent prepares.
When a required field is empty, or the chart and the intake packet disagree, the agent stops and sends the case back to the team with that specific field called out. That is the difference between a form that is prepared and a form that has to be checked twice.
The same pattern the orthopedics group uses for APTP forms, shown here on a pre-certification request. The agent gathers patient information and supporting documentation from the EHR and assembles a submission-ready packet for review.
eClinicalWorks demo using fictional patient data in a test environment.
Preparing an APTP form used to take a coordinator about 15 minutes of hunting through systems and retyping. That preparation time is now zero for the team, because the agent assembles the form and the provider picks it up at review and signature. The group prepares thousands of APTP forms a month this way, and submissions that arrive complete the first time have cut denials caused by admin mistakes by 35 percent.
15 min to 0 min
Admin time per APTP form
1000s
APTP forms per month
35%
Fewer admin-caused denials
The thinking behind these engagements, written up in full.




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