Automated Dental Eligibility Checks
Every afternoon, WebRun opens Dentrix, reads the eligibility status for tomorrow's scheduled patients, logs each as verified or needing review in a Google Sheet, and posts the front desk a Slack list of the patients whose coverage still needs a manual check.
How do I verify tomorrow's dental patients' insurance eligibility automatically?
Every afternoon, WebRun opens Dentrix and reads the Insurance Eligibility page for tomorrow's scheduled patients. It logs each as verified, expired, or unverified in Google Sheets with the carrier and appointment time, then posts the front desk a Slack list of the patients whose coverage still needs a manual check.
- Tomorrow's coverage is checked the day before, not at the chair
- Only the patients needing a manual verification land on the call list
- Fewer surprise coverage problems and last-minute scrambles at check-in
Built for dental practices · insurance coordinators · front desk teams · dental office managers
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.dentrix.comin a real browser with your saved login - no setup, no API keys. -
1
Dentrix - read tomorrow's eligibility status
dentrix.com
WebRun opens the Dentrix Insurance Eligibility page for tomorrow's patients. - Open Dentrix and from the Schedule menu open the Insurance Eligibility page for tomorrow
- Read the eligibility indicator for each scheduled patient as eligible, expired, or unverified
- Capture the patient, carrier, appointment time, and current eligibility status for each
Done when Every patient scheduled tomorrow has its eligibility status captured.
-
2
Google Sheets - log eligibility results
google.com
WebRun logs each patient's eligibility status into the Google Sheets worklist. - Open the eligibility worklist in Google Sheets and add a dated row per patient
- Mark each as verified, expired, or unverified with the carrier and appointment time
- Sort the unverified and expired patients to the top for the front desk to work
Done when Tomorrow's eligibility status is logged for every patient in Google Sheets.
-
3
Slack - flag what needs checking
slack.com
WebRun posts tomorrow's eligibility check list to Slack. - Post the front desk a short list of tomorrow's patients whose coverage needs a manual check
- Note the carrier and appointment time so calls can be prioritised
- Link the Google Sheets worklist so the full status is one click away
Done when The front desk has tomorrow's eligibility check list 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
Does it change anything in Dentrix?
No. WebRun only reads the Insurance Eligibility page and logs each status into your Google Sheet. It never edits coverage, the schedule, or patient records, so the prep is read-only and the front desk handles any manual verification.
How does it know who is verified?
It reads the eligibility indicator in Dentrix for each scheduled patient, which shows whether coverage is eligible, expired, or never checked, and logs that status with the carrier and appointment time.
What happens to patients it cannot confirm?
Anyone marked expired or unverified is sorted to the top of the Google Sheet and listed in Slack with their carrier and time, so the front desk can prioritise the calls before tomorrow's chairs fill.
Related templates
Put this on autopilot.
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