Auditdata Automated AR Aging Digest
Every Monday, WebRun opens Auditdata Manage and QuickBooks, reconciles unpaid patient balances for hearing aids and services, ages each balance by how overdue it is, and posts your billing team an internal Slack digest so the practice always knows who owes what and which accounts to work first.
How do I see outstanding patient balances across my hearing clinics?
WebRun reconciles unpaid patient balances between Auditdata Manage and QuickBooks every Monday, separating patient responsibility from pending insurance and aging each balance into buckets. It posts your billing team an internal Slack digest of totals by location and the largest, oldest accounts, so the practice always knows who owes what and which to work first.
- The team knows total money outstanding by location every Monday
- The largest and oldest balances get worked first instead of aging further
- Mismatches between the clinic system and the books surface for reconciliation
Built for hearing aid retailers · audiology billing teams · practice managers · multi location hearing centers
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.auditdata.comin a real browser with your saved login - no setup, no API keys. -
1
Auditdata Manage - read unpaid patient balances
auditdata.com
WebRun opens Auditdata Manage to read unpaid patient balances. - Open Auditdata Manage and review patient accounts with an outstanding balance
- Capture the patient initials, service or device, balance owed, and last payment date
- Note the portion expected from the patient versus a pending insurance claim
- Group balances by clinic location
Done when Every patient with an outstanding balance is captured with the amount owed.
-
2
QuickBooks - reconcile invoices and payments
- Open QuickBooks and match each patient balance to its invoice and any recorded payments
- Reconcile amounts so paid or partially paid accounts show the true remaining balance
- Age each balance into current, 30, 60, and 90 plus day buckets
- Flag any mismatch between Auditdata Manage and QuickBooks for staff to check
Done when Each outstanding balance is reconciled and sorted into an aging bucket.
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3
Slack - post the internal AR digest
slack.com
WebRun opens Slack to post the internal AR digest. - Post an internal digest to your billing Slack channel
- Show total outstanding by aging bucket and by clinic location
- List the largest and oldest patient balances to work first
- Note any account where the two systems disagree so it can be reconciled
Done when The billing team has a Slack digest of aged balances and the accounts to work first.
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 contact patients about their balance?
No. WebRun only posts an internal Slack digest for your billing team. Any statement or reminder to a patient is drafted and sent by staff after they review which accounts to work.
How does it separate patient owed from insurance pending?
It reads each balance in Auditdata Manage and reconciles it against invoices and payments in QuickBooks, so the digest shows the true patient responsibility apart from any pending claim.
What if the two systems disagree on a balance?
It flags any account where Auditdata Manage and QuickBooks do not match in the Slack digest, so your team can reconcile the discrepancy before chasing the patient.
Related templates
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