Get treatment package balances paid before the next session
Every night, WebRun opens 1st Providers Choice, finds patients on a multi-session treatment package with a balance still due, logs each one to Google Sheets with the amount and next session date, and drafts a friendly balance reminder email in Outlook, left unsent for the front desk to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind vein clinic patients about a treatment package balance due?
WebRun checks 1st Providers Choice every night for patients on a multi-session treatment package with a balance still due, logs each one to Google Sheets with the amount and next session date, and drafts a friendly reminder email in Outlook. Your front desk reviews and sends each draft, so balances get settled before the next session without an automatic charge.
- Outstanding package balances get a reviewed reminder before every upcoming session
- Balances paid in full drop off the tracker automatically, no redundant reminders
- No card is ever charged automatically, staff still handle every payment
Built for vein clinic billing coordinators · front desk staff · practice managers · medical spa managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.1stproviderschoice.comin a real browser with your saved login - no setup, no API keys. -
1
1st Providers Choice - find outstanding package balances
1stproviderschoice.com How to Automate 1st Providers Choice
WebRun opens 1st Providers Choice to find outstanding package balances. - Open 1st Providers Choice and list patients on a treatment package with sessions remaining
- Capture the balance due and the date of their next scheduled session
- Skip anyone whose balance is already paid in full
Done when Every patient with an outstanding package balance is listed with the amount due and next session date.
-
2
Google Sheets - log the balance tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the balance tracker. - Open the Package Balance tracker
- Add or update a row per patient with balance due and next session date
- Sort so the soonest upcoming session sits at the top
Done when The tracker reflects every outstanding balance sorted by upcoming session date.
-
3
Outlook - draft the balance reminder
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft the balance reminder. - Draft a friendly reminder email naming the balance due and the upcoming session date
- Include the practice's payment options, without processing any charge
- Leave every draft unsent in Outlook for the front desk to review and send
Done when A reviewed, ready-to-send balance reminder draft exists for every patient with an upcoming session.
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 charge the patient's card automatically?
No. WebRun never processes a charge. It only drafts a reminder email naming the balance and payment options. Your front desk reviews and sends it, and any payment is still taken by your team.
How does it pick who gets a reminder?
Anyone in 1st Providers Choice on a multi-session treatment package with a balance still due, matched against their next scheduled session date.
What if the patient already paid off the balance?
It reads the live balance in 1st Providers Choice each night, so anyone paid in full is dropped from the tracker and no reminder is drafted.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.