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Automated Dolbey Unbilled Account Escalations

Every morning, WebRun opens Dolbey, finds unbilled accounts that have aged past your escalation threshold or cross a dollar amount you set, drafts a summary email in Outlook addressed to the revenue cycle VP for review and send, and posts HIM leadership a Slack heads-up so nobody is surprised when the email lands.

Runs on WebRun · Strict Lockdown policy
Every day at 7:30 AM WebRunorchestrates each step
1 Dolbey find accounts past the escalation threshold
2 Outlook draft the executive escalation
3 Slack give HIM leadership a heads-up
In short

How do I escalate the worst unbilled accounts to revenue cycle leadership?

WebRun escalates your worst unbilled accounts before they become a month-end surprise. Every morning it opens Dolbey, finds accounts past your escalation threshold in age or dollar value, drafts a summary email in Outlook addressed to the revenue cycle VP, and posts HIM leadership a Slack heads-up, so a human always reviews the escalation before it reaches an executive inbox.

  • Executives only see accounts that truly crossed the threshold, not routine noise
  • Every escalation is reviewed by the HIM director before it sends
  • Repeat offenders surface automatically after a second week of escalation

Built for HIM directors · revenue cycle VPs · patient financial services · hospital CFOs

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.dolbey.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Dolbey - find accounts past the escalation threshold
    dolbey.com
    WebRun in Dolbey: find accounts past the escalation threshold
    WebRun opens Dolbey to find accounts past the escalation threshold.
    • Open the Dolbey DNFB worklist and filter to accounts past your escalation day or dollar threshold
    • Capture the account number, payer, dollar amount, and blocking reason for each
    • Exclude any account already on an active escalation from the prior week

    Done when Every account past the escalation threshold is listed with its blocker and dollar value.

  3. 2
    Outlook - draft the executive escalation
    microsoft.com
    WebRun in Outlook: draft the executive escalation
    WebRun opens Outlook to draft the executive escalation.
    • Draft a summary email listing each escalated account, its age, dollar value, and blocker
    • Address the draft to the revenue cycle VP and leave it unsent in the HIM director's drafts folder
    • Never send the escalation without the HIM director's review

    Done when A reviewable draft escalation email exists whenever an account crosses the threshold.

  4. 3
    Slack - give HIM leadership a heads-up
    slack.com
    WebRun in Slack: give HIM leadership a heads-up
    WebRun opens Slack to give HIM leadership a heads-up.
    • Post a heads-up to the HIM leadership channel naming which accounts are being escalated
    • Note that the draft is waiting in Outlook for the director's review
    • Flag if the same account has now been escalated two weeks running

    Done when HIM leadership knows an escalation draft is ready before it goes anywhere.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.dolbey.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Escalation heads-up · Slack
OutputWhat each run produces - A drafted executive escalation email plus a Slack heads-up naming which unbilled accounts crossed the threshold.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the revenue cycle VP without anyone checking first?

No. The escalation is always drafted and left unsent in Outlook. The HIM director reviews and sends it, so nothing reaches an executive automatically.

How is this different from the daily DNFB alert?

The daily alert covers everyday aging accounts for the HIM team to work. This escalation only fires for accounts past a higher threshold you set, and it is drafted for executive attention, not just an internal list.

What counts as an escalation threshold?

Whatever day count or dollar amount you decide matters, for example seven days past discharge or a balance over a set amount. Change it any time and the next run picks it up.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.