Draft patient balance reminders for the billing team to send
Every Monday, WebRun reviews outstanding patient balance records linked to active EngagedMD accounts, drafts a personalized payment reminder email in Gmail for each patient with a balance, and posts a count of pending drafts to the billing team's Slack channel for review and approval before any email is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft patient balance reminder emails for a fertility clinic billing team?
Every Monday, WebRun reviews outstanding balances on active EngagedMD patient accounts and drafts a personalized payment reminder email in Gmail for each one. It posts a count of pending drafts to the billing team's Slack channel so a staff member can review, edit if needed, and send each email with full oversight before it reaches the patient.
- Billing team starts every Monday with a ready-to-review draft queue
- No balance reminder ever reaches a patient without human approval
- Paid accounts are automatically excluded from the next week's draft run
Built for fertility clinic billing teams · IVF financial coordinators · reproductive health practice 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
app.engagedmd.comin a real browser with your saved login - no setup, no API keys. -
1
EngagedMD - identify patients with outstanding balances on active accounts
engagedmd.com How to Automate EngagedMD
WebRun opens EngagedMD to identify patients with outstanding balances on active accounts. - Open EngagedMD and navigate to active patient accounts
- Identify patients with an outstanding balance that has been open for more than 14 days
- Capture patient ID, balance amount, due date, and current treatment stage for each
Done when Every patient with an overdue balance is listed with full billing details.
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2
Gmail - draft a personalized balance reminder for each patient
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a personalized balance reminder for each patient. - Draft a personalized balance reminder email for each patient
- Include the patient's name, balance amount, payment options, and the clinic's contact number
- Save each draft in Gmail without sending it
- Do not send any email to a patient automatically
Done when One Gmail draft exists for every patient with an outstanding balance, awaiting billing team review.
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3
Slack - notify billing team that drafts are ready for review
slack.com How to Automate Slack
WebRun opens Slack to notify billing team that drafts are ready for review. - Post a message to the billing team Slack channel with the total number of drafts ready
- Include a direct link to the Gmail Drafts folder
- Remind the team that each email requires manual review before sending
Done when The billing team is notified in Slack and can begin reviewing drafts.
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 balance reminder emails to patients automatically?
No. Every reminder is saved as a Gmail draft and requires a billing team member to review and send it. Patient balance communications are never sent without human approval.
What if a patient has already made a payment since last Monday?
It re-reads account balances on each weekly run, so patients who paid since last week are excluded from the new draft queue automatically.
Can it handle different payment plan arrangements?
Yes. The billing team can edit each Gmail draft before sending, so they can tailor the message to reflect any custom payment plan arrangement for that patient.
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