TDO Software Automated Prior Auth Expiry Tracking
Every morning, WebRun opens TDO Software, finds all active prior authorizations expiring in the next 30 days, logs each to a Google Sheet with the patient, payer, auth number, and expiry date, and posts your billing team a Slack worklist ranked by urgency so renewals never get filed late.
How do I automatically track insurance prior authorization expiry for endodontic patients?
WebRun checks TDO Software every morning for prior authorizations expiring in the next 30 days, logs each one to a Google Sheet with payer, auth number, and expiry date, and posts your billing team a Slack worklist ranked by urgency. Critical items expiring within 7 days are flagged, so renewals are filed before any treatment is delayed.
- Critical prior authorizations flagged at least 7 days before expiry
- Billing team opens Slack each morning to a ranked action list
- Renewed authorizations drop off the worklist automatically
Built for endodontic billing teams · endodontists · dental specialty billing coordinators · endodontic office managers
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
wwww.tdo4endo.comin a real browser with your saved login - no setup, no API keys. -
1
TDO Software - identify prior authorizations expiring soon
tdo4endo.com
WebRun opens TDO Software to identify prior authorizations expiring soon. - Open TDO Software and navigate to insurance and authorization records
- Filter for active prior authorizations with an expiry date within the next 30 days
- Capture patient name (internal), payer name, authorization number, procedure code, and expiry date for each
- Flag authorizations expiring within 7 days as critical priority
Done when All prior authorizations expiring within 30 days are captured with payer, auth number, and expiry date.
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2
Google Sheets - log auth details with expiry dates
google.com
WebRun opens Google Sheets to log auth details with expiry dates. - Open the Prior Auth Tracker sheet
- Append or update each authorization row with current status, expiry date, and priority flag
- Sort the sheet so critical-priority auths appear at the top
Done when The tracker sheet shows every expiring auth sorted by days remaining, with critical items at the top.
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3
Slack - post billing team worklist ranked by urgency
slack.com
WebRun opens Slack to post billing team worklist ranked by urgency. - Post a morning worklist to the billing team Slack channel
- List critical-priority authorizations first with payer name and days remaining
- Include a link to the Google Sheet for the complete tracker
Done when Billing team has a morning Slack worklist with critical auths flagged and a link to the full tracker.
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 submit renewal requests to insurers automatically?
No. WebRun produces a worklist for your billing team to act on. Submitting a renewal request to a payer is an irreversible action that a billing specialist must handle and approve.
How does it decide what counts as critical priority?
Any authorization expiring within 7 days is flagged critical by default. You can adjust this threshold to match your practice's lead time for renewal submissions with each payer.
What if an authorization was already renewed?
WebRun reads the live authorization status from TDO Software each morning. If a renewal was filed and a new auth number is on record, the old entry is removed from the worklist automatically.
Related templates
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