Build a weekly denied-claim worklist so your billing team never loses track
Every Monday, WebRun cross-references denied insurance claims against active EngagedMD patient accounts, logs each denial with the reason code, claim amount, and recommended next action to a Google Sheet, and posts a prioritized worklist to the billing team's Slack channel so appeals and resubmissions are handled on time.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically build a denied insurance claim worklist for a fertility clinic billing team?
Every Monday, WebRun reviews denied insurance claims on active EngagedMD patient accounts, logs each one to Google Sheets with the denial reason code, claim amount, and a recommended next action, and posts a prioritized summary to the billing team's Slack channel so appeals and resubmissions are handled before deadlines pass.
- Billing team starts every Monday with a sorted denial worklist instead of digging through records
- Oldest unresolved denials are surfaced first so appeal deadlines are not missed
- Resolved denials are cleared automatically on the next weekly 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 denied claims on active patient accounts
engagedmd.com How to Automate EngagedMD
WebRun opens EngagedMD to identify denied claims on active patient accounts. - Open EngagedMD and navigate to the billing and patient account section
- Identify patients with a denied insurance claim in the current period
- Capture patient ID, claim amount, denial reason code, date of denial, and days since denial
Done when All patients with a denied claim this period are listed with denial details.
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2
Google Sheets - log each denial with reason code, amount, and next action
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log each denial with reason code, amount, and next action. - Open the denied-claim worklist sheet
- Upsert a row for each denial with patient ID, amount, reason code, denial date, and suggested next action (appeal, resubmit, or contact payer)
- Sort by days since denial so the oldest unresolved denials appear first
Done when The sheet has a current row for every unresolved denied claim with action guidance.
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3
Slack - post prioritized worklist to billing team channel
slack.com How to Automate Slack
WebRun opens Slack to post prioritized worklist to billing team channel. - Post a weekly denied-claim summary to the billing Slack channel
- Include total number of open denials, total amount at risk, and the top five oldest cases
- Link to the full Google Sheet worklist for billing team review
Done when The billing team has this week's denied-claim worklist summary in Slack.
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 file appeals or resubmit claims automatically?
No. WebRun only builds the worklist and flags the recommended action for each denial. All appeals and resubmissions must be reviewed and filed by a billing team member.
How does it determine the next action for each denial?
It maps common denial reason codes to standard billing actions (such as appeal, correct and resubmit, or contact payer) so the billing team gets a starting point rather than a raw code.
What if a denial was resolved since last week?
It re-reads claim status on each Monday run, so resolved denials are removed from the live worklist and the Google Sheet is updated to reflect the resolution.
Related templates
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