Chase missing CMNs and physician orders before claims stall
Every morning, WebRun opens Brightree, finds orders missing a CMN, physician order, or required documentation, groups them by referring physician, drafts a polite follow-up message for each in Gmail, and alerts your intake team in Slack so they can review and send the chasers before billing stalls.
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- Under $0.01 per run
- Cancel anytime
How do I automatically chase missing CMNs and physician documentation for DME orders?
WebRun opens Brightree each morning, finds every order on a documentation hold for a missing CMN or physician order, groups them by referring physician, and drafts consolidated follow-up messages in Gmail for staff review. Your intake team sees a Slack hold summary with urgency flags before the workday starts, so no claim stalls waiting on paperwork.
- Documentation holds are surfaced every morning before billing is delayed
- Physician follow-ups are grouped and ready to send in one click
- Holds older than 7 days are flagged for urgent action automatically
Built for DME intake coordinators · HME billing teams · prior authorization staff · durable medical equipment suppliers
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.brightree.comin a real browser with your saved login - no setup, no API keys. -
1
Brightree - find orders missing CMN or required documentation
brightree.com
WebRun opens Brightree to find orders missing CMN or required documentation. - Open Brightree and filter orders with a documentation-hold or missing-CMN status
- Capture patient name, order number, item, referring physician, and what specific documentation is missing
- Sort by hold age, oldest first, so the most at-risk orders are addressed first
Done when Every order on documentation hold is listed with the physician and the specific missing document.
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2
Gmail - draft follow-up to each referring physician
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up to each referring physician. - Draft a concise, professional follow-up for each referring physician group, listing their patients and what is needed
- Include order numbers and a contact line for the physician's office to respond
- Save each as a Gmail draft, never send without staff review
Done when A draft follow-up exists in Gmail for every physician with outstanding documentation.
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3
Slack - alert intake team with a hold summary
slack.com How to Automate Slack
WebRun opens Slack to alert intake team with a hold summary. - Post a hold summary to the intake channel showing count by physician and oldest hold age
- Flag any order held more than 7 days as urgent for immediate attention
Done when Your intake team has the documentation hold list in Slack with age-based urgency flags.
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 contact physician offices without staff approval?
No. Every follow-up message is saved as a Gmail draft. A staff member reviews and approves each message before it is sent to a physician's office.
What kinds of documentation does it look for?
It flags any order in Brightree with a missing CMN, missing physician order, missing face-to-face encounter note, or any other documentation-hold status set in your Brightree workflow.
What if a physician has multiple patients with missing docs?
WebRun groups all outstanding documentation for each physician into a single draft, so your team sends one concise message per office rather than separate emails for each patient.
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