Automated DSO AR Aging Rollup
Every Monday, WebRun opens Denticon, pulls insurance and patient accounts receivable aging for every office, consolidates the buckets into one Google Sheet, and posts a group summary to Telegram that ranks offices by aged balance and flags the ones with the most stuck over 90 day AR.
How do I consolidate accounts receivable aging across all my dental offices?
WebRun opens Denticon every Monday and pulls insurance and patient AR aging for every office across all buckets. It consolidates the numbers into one Google Sheet with the group total, then posts a Telegram summary ranking offices by aged balance and flagging any above your over 90 day threshold, so the revenue cycle team works the worst receivable first.
- The whole group's AR aging lands in one consolidated view every week
- Insurance and patient AR are split, so stuck balances route to the right workflow
- Offices above the over 90 day threshold are flagged and ranked worst first
Built for DSO revenue cycle teams · dental group CFOs · billing managers · regional directors
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.denticon.comin a real browser with your saved login - no setup, no API keys. -
1
Denticon - pull AR aging per office
planetdds.com
WebRun opens Denticon to pull AR aging per office. - Open Denticon and run the accounts receivable aging report for each office
- Capture the balance in each bucket, current, 31 to 60, 61 to 90, and over 90 days
- Split insurance AR from patient AR so the two collection paths are visible
- Record total AR and the percentage sitting over 90 days for each office
Done when Every office has insurance and patient AR captured across all aging buckets.
-
2
Google Sheets - consolidate the buckets
docs.google.com
WebRun opens Google Sheets to consolidate the buckets. - Open the AR Aging Rollup sheet
- Append a dated row per office with each bucket, split by insurance and patient AR
- Calculate the group totals and the group wide percentage over 90 days
- Flag any office whose over 90 day AR exceeds your policy threshold
Done when The rollup sheet holds this week's aging buckets for every office plus the group total.
-
3
Telegram - post the group aging summary
telegram.org
WebRun opens Telegram to post the group aging summary. - Post the group aging summary to the revenue cycle Telegram channel
- Lead with total AR and the group over 90 day percentage, then rank offices worst first
- Call out offices above the over 90 day threshold and whether the problem is insurance or patient AR
- Link to the full Google Sheet for the bucket detail
Done when The revenue cycle team has a ranked group aging summary in Telegram with the worst offices flagged.
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 or payers about balances?
No. It produces an internal revenue cycle report only. It never messages patients or files anything with payers. Your billing team works the balances the summary surfaces.
Does it separate insurance AR from patient AR?
Yes. It splits every office's aging into insurance AR and patient AR across all buckets, so the team can tell whether a stuck balance is a claim problem or a patient collection problem and route it accordingly.
How does it decide which offices to flag?
It flags any office whose share of AR sitting over 90 days exceeds the threshold you set, and ranks the group worst first, so the offices with the most aged receivable rise to the top of the Telegram summary.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.