Draft patient balance reminders for your cardiology billing team to review and send
Every Monday, WebRun opens athenahealth, identifies cardiology patients with outstanding patient-responsibility balances over 30 days old, drafts a polite balance reminder for each account, logs the draft queue in Google Sheets for billing team review, and posts a summary count to Slack. No reminder is sent until a team member approves it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automate cardiology patient balance reminder drafts in athenahealth?
Every Monday, WebRun opens athenahealth, finds cardiology patients with outstanding patient-responsibility balances aged 30 days or more, drafts a polite reminder for each account, logs the full draft queue in Google Sheets for billing team review, and posts a summary to Slack. Every reminder waits for human approval before reaching a patient.
- Billing team reviews a ready-to-approve reminder queue every Monday instead of building it manually
- No patient receives a balance message without explicit staff approval
- PHI stays inside athenahealth throughout the workflow
Built for cardiology billing teams · cardiology practice managers · patient financial services staff
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.athenahealth.comin a real browser with your saved login - no setup, no API keys. -
1
athenahealth - find patients with outstanding balances
athenahealth.com How to Automate athenahealth
WebRun opens athenahealth to find patients with outstanding balances. - Open athenahealth and navigate to the patient payment and aging report
- Filter for cardiology patients with patient-responsibility balances aged 30 days or more
- Capture account balance, days outstanding, and last statement date
- Draft a polite balance reminder for each account but leave all reminders unsent pending billing team approval
Done when All eligible outstanding balance accounts have a drafted reminder queued for approval.
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2
Google Sheets - log the draft reminder queue
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the draft reminder queue. - Open the Balance Reminder Review sheet
- Add a row for each drafted reminder with balance amount, days outstanding, and draft status
- Add an approval column for the billing team to mark each reminder as approved or held
Done when The review sheet lists every pending draft reminder with balance details and an approval column.
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3
Slack - notify the billing team
slack.com How to Automate Slack
WebRun opens Slack to notify the billing team. - Post a summary to the billing team Slack channel with total accounts in draft queue and total balance value
- Include a link to the Google Sheets review sheet
- Remind the team that no reminder is sent until they approve each row
Done when The billing team has a Slack notification with the draft queue count and a link to review.
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
Will it send reminders to patients without my approval?
No. WebRun drafts and queues every reminder for billing team review in Google Sheets. No message reaches any patient until a team member marks it approved. This keeps all patient financial communications under human oversight.
What balance threshold does it use?
By default it surfaces balances aged 30 days or more. You can adjust the aging threshold and minimum balance amount in your WebRun run settings before the first run.
Does it include PHI in Google Sheets or Slack?
No. The Sheets row contains balance amount, days outstanding, and draft status. Patient names and account numbers remain in athenahealth. The Slack post shows only aggregate counts and a link to the review sheet.
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