How to Automate ModMed

ModMed automates the specialty visit and the claim behind it. EMA shapes the note by specialty, ModMed Scribe drafts it and suggests codes, Practice Management and BOOST cover scheduling and billing, and Klara handles patient messaging. Prior authorisations, denials and results on other organisations' portals are still worked by hand.

EMA was written one specialty at a time

ModMed, from Modernizing Medicine, is a cloud-based EHR and practice services company built for specialty practices rather than general medicine. Its EHR, EMA, is developed specialty by specialty, with versions for dermatology, orthopaedics, podiatry, ophthalmology, gastroenterology, otolaryngology, urology, pain management and plastic surgery, as well as ambulatory surgery centres.

That is an unusual way to build software and it explains the loyalty. An orthopaedic surgeon and a dermatologist do not document the same way, do not order the same things and do not bill the same codes. EMA is iPad-based and adapts to how a particular physician practises, suggesting the diagnoses and treatments that clinician actually uses.

So a practice on ModMed has the visit itself well covered. The note, the codes, the orders, the schedule and the claim sit together, shaped for the specialty. What that leaves is everything the practice needs from organisations that are not the practice.

The visit ends and the paperwork does not

An orthopaedic practice books an MRI, and the MRI needs prior authorisation. That request goes onto the insurer's portal, sits in a queue somebody else controls, and comes back days later, or does not come back at all.

Multiply it. A brace ordered from a DME supplier with its own site and its own status page. Imaging read by a radiology group whose results land in a portal that never interfaced with anything. A physical therapy referral sent out with no way of knowing whether the patient ever went. A claim denied by a payer, with an appeal window that closes on a date nobody wrote down. A surgery waiting on a date from a hospital that runs its own scheduling system.

Every one of those has somebody in the practice assigned to it, and that person's day is spent in browser tabs belonging to other companies, checking whether anything has changed since yesterday.

The modmed.com homepage, the app these three jobs run in. ModMed
Authorisations chased before the date Prior authorisation status read from each payer's portal daily, so a delay is caught on day three rather than on the morning of surgery.
Appeal windows that do not close quietly Denied claims collected from payer portals with their deadlines attached, ordered by which window closes first and what the claim is worth.
Loops that actually close Referrals, imaging results and DME orders tracked back to the patient they belong to, rather than waiting for someone to ask about them.

EMA, BOOST and Klara act on the practice's own records

ModMed has built well beyond the chart, and the internal picture is strong.

ModMed Practice Management runs scheduling and the front office. ModMed BOOST is the revenue cycle service working the billing side. ModMed Patient Engagement, powered by Klara, handles two-way messaging with patients and takes a large share of the calls off the desk. ModMed Scribe listens to the visit and drafts the note, suggesting ICD-10 codes as the encounter happens. ModMed Analytics reports on how the practice is performing and benchmarks it against others.

Each of those is good at what it does, and each has the same horizon: the practice's own record, and the channels ModMed built to reach patients.

A payer's authorisation portal is not one of those channels. Neither is the DME supplier's order tracker, the radiology group's result portal or the hospital's scheduling system. They hold the answer to the question the practice keeps asking, which is nearly always the same question: has this been approved yet.

An approval nobody chased is a surgery that slips

The practice finds out late because the question only gets asked when somebody has the time to ask it. Asked every morning, on every portal, the answer arrives with days left to act on it.

Prior authorisations checked daily on each payer's site, with anything still pending after three days flagged for a phone call rather than left to sit. Denied claims collected with their appeal deadlines attached, ordered by which window closes first.

DME orders followed on the supplier's own status page, so a patient promised a brace by Friday hears from the practice before they ring to ask. Imaging results pulled from the radiology portal and matched to the patient booked in on Tuesday. Referral loops closed: the patient sent to physical therapy in March, checked against whether they were ever seen. Post-operative follow-ups nobody booked, listed by how far past the window they are. Tomorrow's schedule with the gaps, the unconfirmed patients and the missing authorisations marked, ready before the doors open.

The boundary in a clinical setting does not move. Gathering information can run unattended. Anything that changes a clinical or billing record, or that reaches a patient, is prepared for a qualified person to review and act on. The judgement stays with the clinician and only the fetching is handed over.

The approvals get chased overnight

Each of those checks is a person opening a browser, signing into somebody else's system, and reading a status that has usually not changed. It is the least skilled and most consequential work in the building.

WebRun is an agent that works a real Chrome browser, signed in as your staff are. It opens ModMed and the payer, supplier and imaging portals beside it, reads what is there, and brings back a worklist with the dates attached.

Sessions stay inside your own private environment and are not shared between tools, a workflow can be locked to an explicit list of domains, and you can watch a run and stop it at any point. Nothing that touches a chart or a patient goes anywhere without a qualified person approving it.

The workflows below are already built, and each one names what it opens.

Questions people ask

Does this need an interface built with ModMed?

No. It signs into ModMed in a browser the way your staff do, and opens the payer and supplier portals in the same run. Nothing is installed in ModMed and no interface has to be commissioned first.

What stops it acting on the wrong patient?

It does not act on patients at all. It reads a status, matches it to the record it came from, and presents a worklist for staff to work through. Every change to a chart or a claim is made by a person who has checked it.

Will it submit an appeal or a claim by itself?

No. Appeals, claim corrections and anything else that changes a billing record are prepared with the deadline and the reason attached, then left for your billing staff to submit. Gathering the information is the part that runs unattended.

25 ready-made ModMed workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated ModMed Orthopedic Surgical Backlog Report
WebRun reviews ModMed each week for patients awaiting surgery scheduling, flags how long each has been waiting, and posts a backlog summary to the practice manager in Slack.
ModMedGoogle SheetsSlack
Automated ModMed Orthopedic Surgery Prep Reminders
WebRun reads upcoming surgical cases in ModMed, drafts personalized prep instructions for each patient, and queues them for staff review before sending.
ModMedGoogle SheetsSlack
Automated ModMed Prior Authorization Tracking
WebRun checks ModMed daily for open prior authorization requests, flags those nearing deadline or lacking a payer response, and posts a prioritized worklist to Slack.
ModMedSlack
Automated ModMed Post-Op Follow-Up Reminders
WebRun reviews ModMed daily for patients due for post-operative follow-up visits, drafts outreach for each, and queues them for staff review before any patient contact.
ModMedAirtableSlack
Automated ModMed PT Referral Loop Closure
WebRun checks ModMed for outstanding PT referrals, identifies which patients have not yet scheduled or attended their first PT session, and posts a follow-up list so your team can close the loop.
ModMedAirtableSlack
Automated ModMed Orthopedic No-Show Reporting
WebRun scans ModMed after each day for no-shows and cancellations, logs them in Google Sheets, and posts a same-day report to front desk staff in Slack.
ModMedGoogle SheetsSlack
Automated ModMed New Patient Intake Routing
WebRun checks ModMed for newly registered patients, reviews their referral diagnosis and insurance, and routes each to the correct provider with a Slack intake alert so the right team member follows up first.
ModMedAirtableSlack
Automated ModMed Imaging Results Follow-Up
WebRun reviews ModMed for imaging orders without a returned result, flags overdue studies, and posts a daily follow-up worklist so no result sits unreported.
ModMedGoogle SheetsTelegram
Automated ModMed DME Order Tracking
WebRun monitors ModMed for DME orders placed at your orthopedic practice, logs dispense status, and alerts staff when orders are pending pickup or missing documentation.
ModMedGoogle SheetsSlack
Automated ModMed Denied Claim Worklist
WebRun reviews ModMed daily for newly denied claims, categorizes them by denial reason, and posts a prioritized appeal worklist to the billing team in Slack.
ModMedGoogle SheetsSlack
Automated ModMed Orthopedic Daily Schedule Digest
WebRun pulls each provider's appointment list from ModMed each morning and posts a structured day-ahead digest to your team in Slack, covering visit counts, procedure mix, and any gaps or double-books.
ModMedSlack
Automated ModMed Orthopedic Care Gap Reporting
WebRun reviews ModMed weekly for patients overdue on bone density scans, follow-up imaging, or preventive milestones, and posts a care gap report to the clinical team so gaps are closed at the next encounter.
ModMedGoogle SheetsSlack
Automated ModMed Patient Balance Reminder Drafts
WebRun reviews ModMed for outstanding patient balances, drafts a polite reminder for each account, and queues them in Google Sheets for billing staff to approve before any message reaches a patient.
ModMedGoogle SheetsSlack
Automated Podiatry Waitlist Backfill
When an appointment cancellation appears in ModMed, WebRun identifies the next suitable waitlist patient, drafts an offer message in Klara for staff approval, and posts the open slot to Slack so the team can act fast.
ModMedKlaraSlack
Automated Podiatry Schedule Digest
Every morning, WebRun pulls tomorrow's appointment roster from ModMed and posts a clear schedule digest to Slack, including open slots and any gaps the team should know about.
ModMedSlack
Automated Podiatry Patient Reactivation
WebRun finds patients in ModMed who have not been seen in 12 or more months, logs them in Google Sheets, and drafts a reactivation email in Mailchimp for staff review before anything is sent.
ModMedMailchimpGoogle Sheets
Automated Diabetic Foot Exam Recall
WebRun finds diabetic patients in ModMed who are overdue for a foot exam, logs them in Google Sheets, and drafts a recall message in Klara for staff review before any outreach goes out.
ModMedKlaraGoogle Sheets
Automated Podiatry Appointment Reminders
WebRun pulls tomorrow's appointments from ModMed, drafts an SMS reminder for each patient via Twilio, and posts the draft batch to Slack for your approval before anything is sent.
ModMedTwilioSlack
Automated Dermatology Post-Visit Review Requests
After each completed visit, WebRun drafts a personalized review request message for the patient and queues it for staff approval before any outreach is sent.
ModMedTwilioSlack
Automated Dermatology No-Show Recovery Outreach
When a patient misses their appointment, WebRun flags the no-show in ModMed, drafts a rescheduling message, and alerts staff in Slack so follow-up happens the same day.
ModMedTwilioSlack
Automated Dermatology New Patient Intake Forms
When a new patient appointment is booked in ModMed, WebRun drafts a message with a link to the intake forms and queues it for staff review before sending.
ModMedTwilioSlack
Automated Dermatology Insurance Eligibility Verification
Each evening, WebRun checks insurance eligibility for the next day's appointments in ModMed and posts a flagged report to Slack so billing staff can resolve issues before the patient arrives.
ModMedGoogle SheetsSlack
Automated Dermatology Morning Schedule Huddle
Each morning, WebRun pulls the day's appointments from ModMed, summarizes key notes and flags for each patient, and posts a morning huddle digest to Slack so the team starts the day aligned.
ModMedGoogle SheetsSlack
Automated Dermatology Appointment Reminders
WebRun checks your ModMed schedule each morning, drafts reminder messages for upcoming appointments, and queues them for staff review before delivery.
ModMedTwilioSlack

Want one of these running on your own ModMed?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.