Automated DME Capped Rental Recertification Reminders
Every morning, WebRun opens Brightree, finds capped-rental patients whose recertification is due within 30 days, flags those at risk of billing interruption, posts an internal worklist to Slack, and drafts physician reminder letters in Gmail for your team to review and send.
How do I track and manage capped-rental recertification deadlines automatically?
WebRun checks Brightree every morning for capped-rental orders approaching their recertification deadline, posts a prioritized worklist to Slack for your billing team, and drafts physician reminder letters in Gmail for staff review. Every draft requires human approval before it is sent, protecting both compliance and patient care continuity.
- No capped-rental recertification deadline is missed
- Urgent cases are flagged and prioritized automatically each morning
- Physician letters are ready for staff to send in one click
Built for DME billing teams · HME compliance staff · capped-rental suppliers · home medical equipment providers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 rentals approaching recertification deadline
brightree.com
WebRun opens Brightree to find rentals approaching recertification deadline. - Open Brightree and filter active capped-rental orders for recertification due dates within the next 30 days
- Capture the patient name, item, referring physician, payer, and exact recertification due date
- Prioritize any order whose deadline is within 10 days as urgent
Done when Every capped-rental order needing recertification soon is listed with urgency tier and physician contact.
-
2
Slack - post internal worklist for the billing team
slack.com
WebRun opens Slack to post internal worklist for the billing team. - Post the full worklist to the billing or compliance channel, sorted by deadline
- Highlight urgent items (10 days or fewer) with a clear flag so staff can act first
Done when The billing team has today's recertification worklist in Slack.
-
3
Gmail - draft physician recertification letters for review
gmail.com
WebRun opens Gmail to draft physician recertification letters for review. - Draft a recertification reminder letter for each physician on the list
- Include patient name, item, order number, and deadline in the body
- Save each as a Gmail draft for a staff member to review and send
Done when A ready-to-send draft exists in Gmail for every physician who needs a reminder.
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 letters to physicians without staff approval?
No. Every physician letter is saved as a Gmail draft. A staff member must open the draft and click Send before anything leaves your inbox.
How far ahead does it flag deadlines?
It flags all recertifications due within 30 days and marks anything within 10 days as urgent so your team can prioritize the most time-sensitive cases first.
What if a recertification has already been completed?
Brightree's live order data is read on every run, so rentals with a completed or current recertification on file are automatically skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.