Feature — Documents & forms
Documents, OCR, forms, email, and fax in one household record
ChronosCodex gives agencies a document center per household, OCR assistance for IDs and cards, and form workflows that can be saved, cloned, edited, emailed, faxed, downloaded, and logged.
What's included
| Capability | Examples | Plan availability |
|---|---|---|
| Document center | IDs, policy cards, receipts, signed forms, uploads, OCR extraction, member linking. | Available by plan/storage limits. |
| Health insurance forms | CMS-approved consent forms and client authorization workflows. | Agency and Brokerage. |
| DCF Work Calendar | Florida DCF work calendar with member dropdown, worked-day shortcuts, salary/hour fields, signature pad, and official-use column left untouched. | Agency and Brokerage. |
| Tax and ACORD-style forms | Employee tax forms, client tax forms, ACORD-style prefills from household/client profiles. | Agency and Brokerage. |
| Delivery and history | Email with CC, fax, download, clone, edit, delete, household communication entries, automatic action notes. | Based on plan and communication permissions. |
On lower tiers, Forms stays visible but gated — you can see the capability before you upgrade, and access is enforced on the server, not only in the interface.
A document center that files itself
Uploads, ID cards, and forms are linked to the right household automatically — with OCR that extracts the details for you.
Real product screens with sample data. Click any screenshot to enlarge it.