Automated Dermatology Patient Balance Reminders
Every Monday, WebRun opens Nextech, identifies patient accounts with balances past due, drafts a polite payment reminder text and email for each, and posts the queue to Slack for staff to review and approve before anything is sent to a patient.
How do I automatically remind dermatology patients about outstanding balances?
WebRun opens Nextech every Monday, identifies patient accounts with balances over 30 days past due, and drafts polite payment reminder texts and emails via Twilio for each. The batch is posted to the billing team in Slack for approval. No message reaches a patient until staff sign off, helping the practice collect consistently without unsupervised outreach.
- Overdue balances are identified and reminder drafts prepared every Monday without manual chart pulls
- Disputed and payment-plan accounts are excluded automatically
- Large balances are flagged for personal phone follow-up
Built for dermatology billing teams · practice managers · dermatology practices · medical office administrators
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.nextech.comin a real browser with your saved login - no setup, no API keys. -
1
Nextech - find overdue patient balances
nextech.com
WebRun opens Nextech to find overdue patient balances. - Open Nextech and run an accounts receivable report filtered to patient balances over 30 days past due
- Capture patient name, balance amount, days overdue, and preferred contact method
- Exclude patients with active payment plans or balances under dispute
Done when Every patient with an actionable overdue balance is listed with amount and days outstanding.
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2
Twilio - draft payment reminders
twilio.com
WebRun opens Twilio to draft payment reminders. - Draft a polite, professional payment reminder SMS for each patient listing their balance and a way to pay
- Draft a matching email reminder as a backup contact option
- Stage all messages in the outbox but leave unsent for staff review
Done when Payment reminder drafts are staged for every qualifying patient.
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3
Slack - queue for staff review
slack.com
WebRun opens Slack to queue for staff review. - Post a weekly collection summary to the billing team Slack channel with total balances and patient count
- Link to the draft queue for staff to review, edit, and approve each message
- Flag accounts with balances over a set threshold for direct phone follow-up
Done when The billing team has this week's collection queue ready to approve 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 send payment reminders to patients without staff approval?
No. Every reminder is drafted and staged for review. Nothing is sent to a patient until a billing staff member approves each message.
Does it contact patients with disputed balances?
No. Patients with active payment plans or balances flagged as under dispute are excluded from the queue automatically each run.
What happens with large balances?
Accounts over a threshold you set are flagged separately in Slack for a direct phone follow-up, so the billing team can handle sensitive situations personally.
Related templates
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