Clear outstanding patient balances with ready-to-send reminder drafts
Every Monday, WebRun opens eClinicalWorks, pulls all GI patient accounts with an outstanding balance over your threshold, drafts a polite balance reminder for each, logs them with amounts and aging days to Google Sheets, and posts a Slack summary to your billing team so they can review, approve, and send before the week is out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automate patient balance reminder drafts for my gastroenterology practice?
WebRun opens eClinicalWorks every Monday and pulls all GI patient accounts with a balance above your threshold and more than 30 days outstanding. It drafts a polite reminder for each, logs them to Google Sheets by aging bucket, and posts a billing digest to Slack so your team can approve and send before the week is out.
- Outstanding balances are identified and queued for outreach every Monday without manual AR review
- Billing staff approve pre-drafted messages instead of composing them from scratch
- Patients in payment plans are excluded automatically from the reminder queue
Built for GI billing coordinators · gastroenterology practice managers · medical billing teams · GI revenue cycle staff
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
www.eclinicalworks.com/loginin a real browser with your saved login - no setup, no API keys. -
1
eClinicalWorks - find patients with outstanding balances
eclinicalworks.com How to Automate eClinicalWorks
WebRun opens eClinicalWorks to find patients with outstanding balances. - Open eClinicalWorks and navigate to the patient billing or accounts receivable section
- Filter for patient-responsibility balances that exceed your minimum threshold and are more than 30 days old
- Capture patient name, balance amount, aging bucket (30, 60, 90+ days), and last statement date
Done when All qualifying outstanding patient balances are listed with aging and amount details.
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2
Google Sheets - log drafted reminders for billing review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log drafted reminders for billing review. - Open the Patient Balance Reminder sheet
- Add a row for each patient with balance, aging days, and a drafted reminder message
- Mark each row as Pending Review so billing staff can approve before any message is sent
Done when All outstanding balance cases are logged with drafted reminders awaiting billing team approval.
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3
Slack - alert billing team to review queue
slack.com How to Automate Slack
WebRun opens Slack to alert billing team to review queue. - Post a Monday billing digest to the billing Slack channel
- List total outstanding amount, number of accounts, and a breakdown by aging bucket
- Include a link to the Google Sheet so billing staff can review and approve each draft
Done when Billing team has a Monday morning summary in Slack with a link to action the queue.
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 reminders directly to patients?
No. WebRun drafts the reminders and queues them in Google Sheets for your billing team to review and approve before any message reaches a patient. No communication is sent without staff sign-off.
Can it handle balances below a certain amount?
Yes. You set the minimum balance threshold when configuring the workflow. Accounts below that amount are skipped, so your team focuses effort on balances worth the outreach cost.
What if a patient has already set up a payment plan?
The billing team marks those accounts in Google Sheets as Payment Plan Active. WebRun skips any row with that status on subsequent runs, so patients in a payment plan are never included in the reminder queue.
Related templates
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