Automated EngagedMD Insurance Mandate Eligibility Flags
Every Monday, WebRun opens EngagedMD, reviews new and recently added patients, checks each patient's state of residence against a fertility insurance mandate reference list in Airtable, flags those who may qualify for mandate coverage but are listed as self-pay, and posts a review queue to the financial coordinator's Slack channel.
How do I automatically flag fertility patients who might qualify for state insurance mandate coverage?
Every Monday, WebRun reviews new self-pay patients in EngagedMD, cross-checks each patient's state against a fertility insurance mandate reference table in Airtable, and posts a flagged list to the financial coordinator's Slack channel so they can verify whether any patient qualifies for coverage they are not yet using.
- Self-pay patients in mandate states are flagged within a week of registration
- Financial coordinators act on potential coverage before treatment begins
- No eligibility change is made without coordinator verification and approval
Built for fertility clinic financial coordinators · IVF billing teams · 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.
-
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 new patients listed as self-pay
engagedmd.com
WebRun opens EngagedMD to identify new patients listed as self-pay. - Open EngagedMD and review patient accounts added or updated in the past seven days
- Identify patients whose billing type is marked as self-pay
- Capture patient ID, state of residence, and treatment type for each self-pay patient
Done when All recently added self-pay patients are listed with their state and treatment type.
-
2
Airtable - cross-check patient state against fertility mandate coverage map
airtable.com
WebRun opens Airtable to cross-check patient state against fertility mandate coverage map. - Open the fertility insurance mandate reference table in Airtable
- For each self-pay patient, look up their state to see if it has an active fertility insurance mandate
- Flag patients in mandate states as potential coverage candidates
- Note the mandate type (IVF, IUI, or broad fertility) for each flagged state
Done when Every self-pay patient in a mandate state is flagged with the relevant mandate type.
-
3
Slack - post eligibility flags to financial coordinator channel
slack.com
WebRun opens Slack to post eligibility flags to financial coordinator channel. - Post a weekly message to the financial coordinator's Slack channel listing flagged patients
- Include patient ID, state, mandate type, and a note that the coordinator should verify actual plan eligibility
- Clarify that this is a flag for review, not a confirmed eligibility determination
Done when The financial coordinator has this week's eligibility flag list in Slack for follow-up.
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 verify actual insurance eligibility or just flag potential candidates?
It flags patients in states with fertility insurance mandates as candidates for review. Actual eligibility verification requires a financial coordinator to contact the insurer, as plan-level coverage varies.
Will it change any patient's billing status in EngagedMD?
No. WebRun only reads data and posts flags. Any billing status change or coverage update must be made by a financial coordinator after confirming eligibility with the patient's insurer.
How do we keep the mandate reference list up to date?
The Airtable mandate map can be updated by your team whenever a state adds, expands, or changes its fertility coverage mandate, and WebRun will use the updated list on the next Monday run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.