> ## Documentation Index
> Fetch the complete documentation index at: https://docs.optexity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CoverMyMeds request lookup with login and email 2FA

> Automate CoverMyMeds request retrieval using conditional login, email-based two-factor authentication, and request key lookup

Use this example to **log into CoverMyMeds**, handle optional **email-based two-factor authentication (2FA)**, and retrieve a patient authorization request using a **request key**, patient last name, and date of birth.

This workflow demonstrates how to build a resilient payer / prior authorization automation that supports:

* Existing authenticated sessions
* Conditional username/password login
* Email-based 2FA verification
* Request key retrieval flows
* Patient validation using demographics
* Browser state extraction for downstream workflows

This page is intentionally keyword-rich so you can find it by searching for: **CoverMyMeds automation**, **prior authorization workflow**, **email 2FA**, **request key lookup**, **payer portal automation**, **browser state extraction**, **authorization request retrieval**, **conditional login**, **session reuse**, **CMM workflow**.

## Overview

This automation:

* Detects whether login is required
* Performs username/password authentication only when needed
* Detects whether email-based 2FA is required
* Retrieves a verification code from email
* Navigates to the Requests section
* Opens a request using:
  * Request key
  * Patient last name
  * Date of birth
* Extracts browser state information after the request is loaded

## Minimal example

The core pattern combines:

* Conditional login detection
* Conditional email 2FA handling
* Request lookup by key

```json theme={null}
{
  "type": "if_else_node",
  "condition": "is_login_page[0]",
  "if_nodes": [
    {
      "type": "action_node",
      "interaction_action": {
        "input_text": {
          "command": "get_by_role(\"textbox\", name=\"Username*\")",
          "input_text": "{username[0]}"
        }
      }
    }
  ],
  "else_nodes": []
}
```

## Full automation

```json theme={null}
{
  "url": "https://account.covermymeds.com/",
  "parameters": {
    "input_parameters": {
      "username": [
        "demo.user@example.com"
      ],
      "password": [
        "demo_password_123"
      ],
      "sender_email": [
        "no-reply@example-health.com"
      ],
      "cmm_key": [
        "ABCD-EFGH"
      ],
      "patient_last_name": [
        "SMITH"
      ],
      "dob": [
        "01/15/1985"
      ],
      "agent_id": [
        "demo-agent-001"
      ],
      "encounter_id": [
        "encounter-10001"
      ],
      "skip_key_fetch": [
        false
      ],
      "agent_run_log_id": [
        "run-log-5001"
      ],
      "integration_name": [
        "covermymeds"
      ]
    },
    "generated_parameters": {}
  },
  "nodes": [
    {
      "type": "action_node",
      "extraction_action": {
        "llm": {
          "extraction_format": {
            "is_login_page": "bool"
          },
          "extraction_instructions": "Check if its a login page asking for username. If yes then return 'is_login_page' as True, otherwise return False",
          "output_variable_names": [
            "is_login_page"
          ],
          "llm_model_name": "gemini-2.5-pro"
        }
      },
      "before_sleep_time": 3,
      "end_sleep_time": 0
    },
    {
      "type": "if_else_node",
      "condition": "is_login_page[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Username*\")",
              "prompt_instructions": "Enter the username {username[0]} into the 'Username' field.",
              "input_text": "{username[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Password*\")",
              "prompt_instructions": "Enter the password {password[0]} into the 'Password' field.",
              "input_text": "{password[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"Log in\")",
              "prompt_instructions": "Click the 'Log in' button to submit your credentials."
            }
          }
        },
        {
          "type": "action_node",
          "extraction_action": {
            "llm": {
              "extraction_format": {
                "is_email_page": "bool"
              },
              "extraction_instructions": "Check if its a login page asking for sending an email for 2fa. If yes then return 'is_email_page' as True, otherwise return False",
              "output_variable_names": [
                "is_email_page"
              ],
              "llm_model_name": "gemini-2.5-pro"
            }
          },
          "before_sleep_time": 3,
          "end_sleep_time": 0
        },
        {
          "type": "if_else_node",
          "condition": "is_email_page[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Send me an email\")",
                  "prompt_instructions": "Click the 'Send me an email' button to trigger the two-factor authentication email."
                }
              }
            },
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Enter a verification code\")",
                  "prompt_instructions": "Click 'Enter a verification code instead' to reveal the code input field."
                }
              }
            },
            {
              "type": "action_node",
              "extraction_action": {
                "two_fa_action": {
                  "action": {
                    "type": "email_two_fa_action",
                    "receiver_email_address": "demo.agent@example.com",
                    "sender_email_address": "{sender_email[0]}"
                  },
                  "output_variable_name": "auth_code"
                }
              },
              "before_sleep_time": 3,
              "end_sleep_time": 0
            },
            {
              "type": "action_node",
              "interaction_action": {
                "input_text": {
                  "command": "get_by_role(\"textbox\", name=\"Enter Code\")",
                  "prompt_instructions": "Enter the verification code {auth_code[0]} received via email.",
                  "input_text": "{auth_code[0]}"
                }
              }
            },
            {
              "type": "action_node",
              "interaction_action": {
                "click_element": {
                  "command": "get_by_role(\"button\", name=\"Verify\")",
                  "prompt_instructions": "Click the 'Verify' button to complete the two-factor authentication."
                }
              }
            }
          ],
          "else_nodes": []
        },
        {
          "type": "action_node",
          "sleep_action": {
            "sleep_time": 5
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"Account\")",
              "prompt_instructions": "Click on the 'Account' button in the main navigation menu."
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_role(\"link\", name=\"Requests\")",
          "prompt_instructions": "Click on the 'Requests' link from the account menu."
        }
      }
    },
    {
      "type": "if_else_node",
      "condition": "not skip_key_fetch[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"link\", name=\"Enter Key\")",
              "prompt_instructions": "Click the 'Enter Key' link to access a request using a key."
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "max_tries": 3,
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Request Key*\\\" / \\\"\")",
              "prompt_instructions": "Enter the request key '{cmm_key[0]}' into the 'Request Key' field.",
              "input_text": "{cmm_key[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "max_tries": 3,
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Last Name*\\\" / \\\"\")",
              "prompt_instructions": "Enter the patient's last name '{patient_last_name[0]}' into the 'Last Name' field.",
              "input_text": "{patient_last_name[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "agentic_task": {
              "task": "Enter the patient's date of birth '{dob[0]}' into the 'Date of Birth' field in mm/dd/yyyy format. Make sure it is entered completely and correctly.",
              "max_steps": 5,
              "backend": "browser_use",
              "use_vision": true
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"View Request\")",
              "prompt_instructions": "Click the 'View Request' button to find the patient's record."
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"link\", name=\"Skip\", exact=True)",
              "prompt_instructions": "Click the 'Skip' link to proceed without entering a diagnosis.",
              "skip_prompt": true
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "extraction_action": {
        "state": {}
      },
      "before_sleep_time": 5,
      "end_sleep_time": 0
    }
  ]
}
```

## What this workflow demonstrates

| Capability               | Description                                             |
| ------------------------ | ------------------------------------------------------- |
| Conditional login        | Logs in only if the session is unauthenticated          |
| Email 2FA handling       | Retrieves and submits verification codes automatically  |
| Request lookup           | Opens CoverMyMeds requests using a request key          |
| Patient validation       | Uses patient demographics for secure access             |
| Agentic form interaction | Handles DOB fields using browser automation + vision    |
| Session reuse            | Supports already-authenticated sessions                 |
| Browser state extraction | Captures cookies and storage state after request access |

## What the final state extraction returns

The `state` extraction appends browser context information such as:

| Key               | Description                            |
| ----------------- | -------------------------------------- |
| `page_url`        | Current request page URL               |
| `page_title`      | Current browser page title             |
| `local_storage`   | Browser localStorage values            |
| `session_storage` | Browser sessionStorage values          |
| `cookies`         | Browser cookies                        |
| `document_cookie` | `document.cookie` values from the page |

## When to use this

| Goal                                   | Why this helps                                               |
| -------------------------------------- | ------------------------------------------------------------ |
| Automate prior authorization retrieval | Access requests directly using request keys                  |
| Reduce manual 2FA handling             | Automatically retrieve email verification codes              |
| Support unstable sessions              | Re-login only when required                                  |
| Capture authenticated browser state    | Reuse tokens and sessions downstream                         |
| Build reusable payer automations       | Parameterized inputs make workflows reusable across patients |
| Improve resiliency                     | Conditional branching prevents unnecessary failures          |