Automated Dental Balance Reminders
Every Monday, WebRun opens Open Dental, runs the Aging of Accounts Receivable report for patient balances over 30 days, drafts a polite statement reminder to each in Gmail, leaves every draft unsent for the front desk, and posts a Slack list of who is still outstanding.
How do I chase overdue dental patient balances automatically?
Every Monday, WebRun opens Open Dental and runs the Aging of Accounts Receivable report to find patient balances over 30 days. It drafts a polite statement reminder to each guarantor in Gmail with the balance and how to pay, leaves the drafts unsent for the front desk, and posts a Slack list ranked by oldest balance.
- Past-due balances surface every Monday instead of aging quietly
- Each reminder is drafted and ready, so the front desk just reviews and sends
- Receivables get chased consistently without the awkward phone calls
Built for dental practices · dental office managers · front desk teams · practice billing 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.opendental.comin a real browser with your saved login - no setup, no API keys. -
1
Open Dental - find past-due balances
opendental.com
WebRun runs the Open Dental Aging of Accounts Receivable report. - Open Open Dental and run the Aging of Accounts Receivable report
- Filter to the patient portion over 30 days, using the 31-60, 61-90, and over-90 day buckets
- Capture the guarantor, the patient balance, and the oldest aging bucket for each
Done when Every past-due patient balance has been listed with its amount and age.
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2
Gmail - draft statement reminders
gmail.com
WebRun drafts a balance reminder for each guarantor and leaves it unsent. - Draft a polite reminder to each guarantor with their balance and how to pay
- Keep the tone warm and offer a clear way to call with questions
- Save every message as a draft and leave it unsent for the front desk to review
Done when A statement reminder draft sits ready in Gmail for every past-due balance.
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3
Slack - report who still owes
slack.com
WebRun posts the week's outstanding-balance list to Slack. - Post a short list of guarantors still outstanding with their balances and age
- Sort so the oldest and largest balances sit at the top
- Note that reminder drafts are waiting in Gmail for review
Done when The front desk has this week's outstanding-balance 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
Will it email patients about money on its own?
No. WebRun drafts every balance reminder in Gmail and leaves it unsent. The front desk reviews each balance and message before sending, so no patient is chased until a person approves it first.
How does it know who is past due?
It runs the Aging of Accounts Receivable report in Open Dental each Monday and reads the patient portion in the 31-60, 61-90, and over-90 day buckets, capturing the guarantor, balance, and oldest aging bucket.
Will the reminder feel harsh?
No. Each draft is polite and clear: it states the balance, offers an easy way to pay, and invites a call with questions. Share a sample and WebRun matches your practice's tone.
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