Pre-check insurance eligibility before appointments
Every morning, WebRun opens the EHR, pulls today's appointment list, checks each patient's insurance details for completeness, logs any gaps or mismatches to a Google Sheet, and alerts the front desk in Slack so issues can be resolved before the patient arrives.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically pre-check insurance eligibility before patient appointments?
Every morning, WebRun opens the EHR, pulls today's appointment list, checks each patient's insurance details for completeness, logs any gaps or mismatches to a Google Sheet, and alerts the front desk in Slack - so every eligibility issue is caught and resolved before the patient arrives.
- Every patient's insurance eligibility checked before the day begins
- Eligibility gaps flagged in Slack for same-morning resolution
- Billing delays reduced by catching issues before the visit
Built for medical practices · dental clinics · allied health providers · billing teams
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
sheets.google.comin a real browser with your saved login - no setup, no API keys. -
1
EHR - pull today's schedule & insurance data
- Open the EHR and filter today's appointments
- For each patient, read the insurance carrier, member ID, group number, and policy holder on file
- Flag any record where a required field is blank, expired, or doesn't match a known carrier format
Done when Every today's patient has been checked and issues are identified.
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2
Google Sheets - log eligibility issues
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log eligibility issues. - Open the Insurance Eligibility Tracker sheet
- Append a row for each patient: name, appointment time, carrier, and either Verified or the specific issue found
- Highlight flagged rows in red for quick scanning
Done when Today's eligibility log is up to date with status for every scheduled patient.
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3
Slack - alert front desk to gaps
slack.com How to Automate Slack
WebRun opens Slack to alert front desk to gaps. - Post a morning alert to the front-desk channel with a count of verified versus flagged patients
- List each flagged patient by name, appointment time, and the specific issue to resolve
Done when Front desk has a prioritised action list for the morning.
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 WebRun submit eligibility queries to the insurer automatically?
No. It reads the data already on file in your EHR and flags what looks incomplete or inconsistent. Staff verify and submit through your normal channels.
What counts as an eligibility issue?
Missing member ID, expired policy date, blank carrier name, or a group number in an unexpected format. You can add or remove rules to match your billing workflow.
Will it touch any patient clinical records?
No. It only reads the insurance and scheduling fields - demographic and admin data - and never opens or modifies clinical notes.
Related templates
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