Automated Credentialing Payment Reconciliation Digest
Every Monday, WebRun opens QuickBooks to read credentialing service payments received and due, cross-references them against active provider records in Modio Health, flags any payment discrepancies or missing invoices, and posts a reconciliation digest to Slack for your billing coordinator to review.
How do I reconcile credentialing service payments against provider records automatically?
WebRun reads credentialing service payments and outstanding invoices from QuickBooks every Monday, cross-references them against active provider records in Modio Health, and posts a reconciliation digest to Slack with discrepancies flagged. Your billing coordinator gets a complete weekly payment picture without logging into two systems, and all corrections are made by the team after review.
- Missing invoices and payment mismatches surface every Monday, not at month-end close
- Billing coordinator reviews a complete reconciliation in one Slack message
- Overdue invoices flagged at the top of the digest for immediate follow-up
Built for CVO billing coordinators · credentialing managers · healthcare practice administrators · medical group 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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - read credentialing service payments received and due
- Open QuickBooks and filter the payments ledger for credentialing service invoices in the past 7 days
- List all payments received and all invoices currently outstanding
- Note the provider or client name, invoice amount, due date, and payment status for each
Done when All credentialing service payments received and outstanding invoices for the week are captured from QuickBooks.
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2
Modio Health - cross-reference active provider records and services
modiohealth.com
WebRun opens Modio Health to cross-reference active provider records and services. - Open Modio Health OneView and list all active providers whose credentialing services are billable this period
- Cross-reference each provider with the QuickBooks payment data to identify any active provider without a corresponding invoice or payment
- Flag any discrepancy where payment amounts do not match the credentialing service contracted rate
Done when Every active provider in Modio Health is matched to a QuickBooks payment record, with discrepancies identified.
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3
Slack - post weekly payment reconciliation digest
slack.com
WebRun opens Slack to post weekly payment reconciliation digest. - Post the weekly reconciliation digest to the billing coordinator Slack channel
- Include: total payments received this week, total outstanding invoices, count of discrepancies, and names of providers with missing or mismatched payment records
- Flag any invoice more than 30 days overdue at the top of the digest
Done when The billing coordinator has this week's payment reconciliation digest in Slack.
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 apply payments or adjust invoices in QuickBooks on its own?
No. WebRun only reads and reports. All payment applications, invoice adjustments, and billing corrections must be made by your billing coordinator in QuickBooks after reviewing the digest.
What counts as a payment discrepancy?
A discrepancy is flagged when an active Modio Health provider has no corresponding QuickBooks invoice, when a payment amount does not match the contracted credentialing service rate, or when an invoice is more than 30 days past due.
Does it send payment reminders to clients automatically?
No. Sending payment communications to clients is irreversible and is always left for your billing coordinator to action after reviewing the digest.
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