How to Automate NextGen

NextGen automates the health center's internal work: Ambient Assist drafts the note, sliding fee schedules apply automatically, and UDS and MIPS reporting are built in. Coverage renewals, assistance program applications and payer decisions live on outside websites with dates attached, and checking those on a schedule is where an agent earns its place.

NextGen runs organizations that answer to a funder

NextGen Healthcare makes an ambulatory EHR and practice management system in two shapes: NextGen Enterprise for groups of ten providers and up, and NextGen Office for practices smaller than that. Plenty of ordinary private practices run on both.

But NextGen has a particular hold on a kind of organization that is not an ordinary private practice: the federally qualified health center and the community health center. Those places look like a clinic from the waiting room and like a grant-funded program from the back office. They carry a sliding fee scale keyed to household size and income, and they report to HRSA through the Uniform Data System. NextGen has built for exactly that, with sliding fee schedules in practice management, UDS reporting, and work on UDS+ patient-level reporting.

That is the customer worth writing for. A clinic that answers to its patients, to its payers, and to whoever wrote the grant.

Every patient arrives with a different way of paying

In a health center, the front of house does not have one process. It has a dozen.

This patient is on Medicaid and the coverage has to be live today. This one was on Medicaid and may not be any more, because a renewal packet went to an address they moved out of. This one qualifies for the sliding scale, so income has to be documented again this year. This one is in a state program with its own portal and its own rules. This one is uninsured, and there is a manufacturer assistance program that might cover the drug, which is another application on another website.

None of that lives in one place. It lives on a state Medicaid portal, on a payer's site, on a foundation's application tracker and in a pile of paper income verifications.

Every one of them has a date attached, and nobody is watching the dates.

The nextgen.com homepage, the app these three jobs run in. NextGen
Renewals caught while they can still be fixed Coverage checked on the state's own site ahead of the visit, so a terminated plan becomes a phone call rather than a write-off.
Assistance applications followed to a decision Manufacturer and foundation programs tracked until they answer, because funds open and close and the patient will not notice.
Approvals chased on Monday, not Thursday Authorization status read off each payer's site daily, so a treatment that needs sign-off has time to get it.

Mirth moves what somebody already agreed to send

NextGen is well covered on the inside, and a health center running it usually has more automation available than it uses.

NextGen Ambient Assist turns the conversation in the room into a structured note, which is the largest documentation saving on offer. Registration and the sliding fee schedule apply the adjustment automatically once household size and income are on the record. Claims go out through the clearinghouse, and the reporting stack covers UDS, MIPS and the regulatory measures a health center has to file. Mirth Connect, the interoperability engine NextGen owns, moves data between the health center and hospitals, labs, registries and other systems.

Mirth is genuinely good, and it is also where the honest limit sits. An interface engine moves what an interface exists for. Somebody at the other organization had to agree to send it, in a format that was specified, over a connection somebody built and maintains.

Most of what a health center waits on has no interface and never will. A state Medicaid eligibility portal is a website. A pharmaceutical assistance foundation's application status is a website. They were built for a person with a password, and that is the only door in.

Coverage that lapses quietly is the expensive kind

A termination date is posted on a state website weeks before anybody in the practice sees its consequences.

Every patient on next week's schedule checked against the state Medicaid portal, so coverage that terminated is found in time for a renewal conversation rather than after the visit was delivered unpaid. Renewal dates collected across the panel and sorted by which comes first, which turns a quiet problem into a call list.

Authorization status read off each payer's site every morning, so an infusion needing approval before Thursday is chased on Monday. Manufacturer assistance and copay foundation applications followed until they are decided, because those funds open and close during the year and the patient is not the one who will notice. Denials collected from payer portals with the appeal window attached. Immunization records checked against the state registry, so the gap in the chart is a real gap and not a missing update.

The line in a clinical setting holds without argument. Gathering and checking runs unattended. Nothing that changes a record, files an application or reaches a patient leaves the queue without a qualified person reading it and sending it.

A health center can watch every renewal date at once

Nobody in the building has the hours to check three hundred renewal dates on a state website, and the cost of not checking arrives months later as uncompensated care.

WebRun is an agent that works a real Chrome browser, signed in as your staff are. It opens the Medicaid portal, the payer site or the foundation's application tracker, reads what is on the screen, and brings back a list with the names and the dates on it.

It runs on your schedule in your own private environment, sessions are not shared between tools, and a workflow can be locked to a named list of domains. You can watch a run and stop it at any point.

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

Questions people ask

Will it submit an assistance application for a patient?

No. Filing an application is an action with a patient's money attached, so it is prepared and left for a person to submit. What runs on its own is the checking: whether a decision landed, and what it said.

Does this replace our UDS reporting?

No, and it should not try to. UDS comes out of NextGen, which holds the encounter data it is built from. This covers what NextGen cannot see, which is the state and payer websites holding coverage and approval status.

Our staff sign in with multi-factor codes. Does that break it?

A one-time code needs a person the first time a site is connected. The session is then reused on later runs, so the interruption is occasional rather than part of every morning.

13 ready-made NextGen 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 NextGen Oncology Survivorship Follow-Up Tracking
WebRun scans NextGen weekly for oncology patients in survivorship care who are approaching or past their scheduled follow-up window, and queues draft outreach for your care team to review and send.
NextGenAirtable
Automated NextGen Oncology Prior Authorization Tracking
WebRun checks NextGen daily for pending and expiring prior authorizations, flags anything at risk, and posts your team a prioritized worklist so no treatment is delayed by a missed PA deadline.
NextGenSlack
Automated NextGen Oncology No-Show Reporting
WebRun pulls yesterday's no-show and cancelled oncology appointments from NextGen each morning, logs them, and queues a draft outreach message for staff to review and send so no patient falls through the cracks.
NextGenGoogle Sheets
Automated NextGen Oncology Referral Intake Routing
WebRun checks NextGen throughout the day for new oncology referrals, reviews the diagnosis and urgency, and routes each to the appropriate provider or care team in Slack so no referral sits unassigned.
NextGenSlack
Automated NextGen Missed Chemotherapy Cycle Follow-Up
WebRun checks NextGen each morning for oncology patients who were scheduled for a chemotherapy or infusion cycle but did not attend, then queues a care coordinator follow-up for each case so no missed dose goes unaddressed.
NextGenAirtable
Automated NextGen Oncology Lab Result Follow-Up
WebRun checks NextGen each morning for outstanding or abnormal oncology lab results that need provider review, and posts a prioritized worklist to your clinical team so no critical result is missed.
NextGenSlack
Automated NextGen Infusion Schedule Digest
WebRun pulls tomorrow's infusion appointments from NextGen each afternoon, summarizes chair time, drug orders, and any prep requirements, and posts a digest to Slack so your infusion suite is ready before the first patient arrives.
NextGenSlack
Automated NextGen Oncology Financial Assistance Flagging
WebRun reviews NextGen each week for oncology patients with high out-of-pocket balances or insurance gaps, then flags them for your financial counselor to assess for copay assistance, grants, or charity care.
NextGenAirtable
Automated NextGen Oncology Denied Claim Worklist
WebRun pulls denied oncology claims from NextGen each morning, groups them by denial reason and payer, and posts your billing team a prioritized worklist so every appealable denial is actioned before the filing deadline.
NextGenGoogle Sheets
Automated NextGen Oncology Copay Assistance Renewal Tracking
WebRun reviews NextGen and your assistance program records each week to identify oncology patients whose copay assistance enrollment is expiring soon, and queues a renewal action for your financial counselor before coverage lapses.
NextGenGoogle Sheets
Automated NextGen Oncology Clinical Trial Eligibility Flags
WebRun scans NextGen weekly for oncology patients whose diagnosis, stage, or treatment history matches your active clinical trial eligibility criteria, and surfaces candidates for your research coordinator to evaluate.
NextGenSlack
Automated NextGen Oncology Care Coordination Digest
WebRun pulls today's active oncology patients from NextGen each morning, highlights pending tasks, open care gaps, and upcoming milestones, and posts a structured briefing to Slack so your care team walks into the day fully informed.
NextGenSlack
Automated NextGen Oncology Patient Balance Reminder Drafts
WebRun pulls outstanding oncology patient balances from NextGen each week, drafts a respectful reminder notice for each account, and queues them for your billing team to review and approve before any message is sent.
NextGenGoogle Sheets

Want one of these running on your own NextGen?

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