Automated DME Weekly Revenue by Payer Report
Every Monday, WebRun opens Brightree, pulls the prior week's collected revenue, breaks it down by payer class, product category, and branch or location, appends the data to a running Google Sheet, and posts a concise revenue summary to Slack so your leadership team has a clear weekly performance view before the Monday meeting.
How do I automatically generate a weekly DME revenue report by payer?
Every Monday, WebRun pulls the prior week's collected revenue from Brightree, breaks it down by payer class and product category, appends the data to a running Google Sheet, and posts a concise summary to Slack. Leadership has a payer-level revenue view ready before the Monday standup, with declining payer categories flagged automatically for discussion.
- Leadership has a payer-level revenue breakdown ready before every Monday meeting
- Week-over-week trends are visible without manually pulling Brightree reports
- Declining payer categories are flagged automatically for proactive discussion
Built for DME leadership teams · HME finance managers · revenue cycle directors · durable medical equipment operators
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 - pull prior week collected revenue by payer and category
brightree.com
WebRun opens Brightree to pull prior week collected revenue by payer and category. - Open Brightree and run the collections or revenue report for the prior week (Monday to Sunday)
- Pull totals grouped by payer class (Medicare, Medicaid, commercial, private pay) and by product category
- Capture branch or location totals if your organization operates multiple sites
Done when Prior week collected revenue is pulled and grouped by payer, category, and location.
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2
Google Sheets - append weekly data to the revenue tracking sheet
google.com
WebRun opens Google Sheets to append weekly data to the revenue tracking sheet. - Open the weekly revenue tracking sheet and append a new row (or section) for the prior week
- Record date range, total collected, breakdown by payer class, and breakdown by product category
- Preserve historical weeks so trends are visible over time
Done when The prior week's revenue is logged in Google Sheets alongside all previous weeks.
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3
Slack - post payer revenue summary to leadership channel
slack.com
WebRun opens Slack to post payer revenue summary to leadership channel. - Post a concise revenue summary to the leadership or finance channel: total collected, top payer, and week-over-week change
- Flag any payer category that declined more than 10% from the prior week for discussion
Done when Leadership has the weekly revenue summary in Slack before the Monday standup.
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 show billed amounts or collected amounts?
It pulls collected revenue, meaning amounts actually received and posted in Brightree during the week, not billed charges. This gives your leadership team a real cash-basis view of performance.
Can it compare this week to last week automatically?
Yes. Because it appends data to the same Google Sheet each week, week-over-week comparisons are built in. The Slack digest also highlights payer categories that declined more than 10%.
Is any patient data included in the Slack post?
No. The Slack summary contains only aggregate revenue totals grouped by payer and category. No patient names, dates of birth, or individual claim details are included in the post.
Related templates
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