Automated Audiology Insurance Eligibility Prep
Every evening, WebRun opens Sycle, pulls tomorrow's appointment schedule, checks insurance eligibility details for each patient, logs the eligibility results in a Google Sheet, and posts a concise Slack summary to the front desk so staff arrive prepared for every patient conversation.
How do I automatically prepare insurance eligibility for audiology patients before their appointment?
WebRun pulls tomorrow's appointment schedule from Sycle every evening, reads the insurance details on file for each patient, and logs a full eligibility summary to Google Sheets. It then posts a concise Slack alert to the front desk flagging any coverage gaps, so staff arrive prepared for every patient conversation.
- Front desk staff arrive knowing every patient's coverage before the appointment
- Missing or exhausted benefits are flagged the night before
- No patient surprises at checkout due to unchecked insurance
Built for audiology clinics · hearing care practice managers · front desk staff · ENT offices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.sycle.netin a real browser with your saved login - no setup, no API keys. -
1
Sycle - pull tomorrow's schedule and patient insurance
sycle.net
WebRun opens Sycle to pull tomorrow's schedule and patient insurance. - Open Sycle and view tomorrow's appointment schedule
- For each patient, open their insurance record and note the carrier, plan, copay, deductible status, and hearing aid benefit details
- Flag any patients with missing insurance information or benefits that appear to be exhausted
Done when Every patient on tomorrow's schedule has their insurance eligibility details captured.
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2
Google Sheets - log eligibility results
google.com
WebRun opens Google Sheets to log eligibility results. - Append each patient's eligibility result as a new row in the eligibility prep sheet
- Record the appointment time, provider, carrier, copay, deductible met status, and any flags
- Highlight rows where eligibility is unclear or benefits may be exhausted
Done when The eligibility sheet is fully updated with tomorrow's patient coverage details.
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3
Slack - post eligibility summary to front desk
slack.com
WebRun opens Slack to post eligibility summary to front desk. - Post a concise summary to the front desk Slack channel listing tomorrow's patients with their coverage status
- Call out any patients with missing info, exhausted benefits, or high out-of-pocket exposure
- Include a link to the eligibility sheet for full details
Done when The front desk team has tomorrow's eligibility summary in Slack before the day starts.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send insurance information to patients directly?
No. This is a purely internal workflow. All eligibility results go to the Google Sheet and the Slack channel for staff only. No patient-facing messages are sent.
What if a patient's insurance is not on file in Sycle?
WebRun flags patients with missing insurance information in both the eligibility sheet and the Slack summary, so the front desk can follow up before the appointment.
Does it contact the insurance carrier to verify benefits?
It reads the insurance details already recorded in Sycle and surfaces them for review. For real-time carrier verification, the front desk can use those details to call or portal-check the carrier directly.
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