Automated Home Health AR Report
Every Monday morning, WebRun opens Axxess, finds all outstanding claims sorted by aging bucket and payer, logs the full AR picture to a Google Sheets worklist, and posts a top-priorities summary to the billing Slack channel so your biller starts the week focused on the highest-value overdue accounts.
How do I automatically build a home health AR aging report each week?
WebRun opens Axxess every Monday morning and pulls all outstanding claims sorted by aging bucket and payer. It refreshes your Google Sheets AR worklist with the full picture and posts a billing team digest to Slack, so your billers start each week focused on the oldest and highest-value claims first.
- Billers start Monday with a sorted AR worklist instead of building it manually from Axxess
- The oldest and largest claims appear at the top so high-value work happens first
- The full AR picture is refreshed weekly so the Sheet never shows stale prior-week data
Built for home health billers · revenue cycle managers · home health agencies · billing supervisors
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.axxess.comin a real browser with your saved login - no setup, no API keys. -
1
Axxess - pull outstanding claims
axxess.com
WebRun opens Axxess to pull outstanding claims. - Open Axxess and navigate to the billing or accounts receivable section
- Filter for outstanding claims grouped by aging bucket: 0-30, 31-60, 61-90, and 90-plus days
- Capture the payer name, claim amount, patient episode, and days outstanding for each claim
Done when All outstanding claims are captured with payer, amount, and aging bucket.
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2
Google Sheets - build the AR aging worklist
google.com
WebRun opens Google Sheets to build the AR aging worklist. - Open the AR aging Google Sheet
- Update the worklist with this week's outstanding claims, replacing the prior week's data
- Sort rows by aging bucket with the oldest claims at the top, and flag claims over 90 days
Done when The AR aging Sheet is refreshed with this week's full outstanding claim picture.
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3
Slack - alert the billing team
slack.com
WebRun opens Slack to alert the billing team. - Post a weekly AR summary to the billing Slack channel
- Include the total AR balance, count by aging bucket, and the top 5 oldest or largest claims
- Link to the full Google Sheet for the complete worklist
Done when The billing team has a Monday morning AR snapshot in Slack with a link to the full worklist.
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 resubmit or appeal claims in Axxess automatically?
No. WebRun only reads outstanding claim data and builds the worklist. Claim resubmission, appeals, and follow-up calls to payers are the biller's responsibility. WebRun tells you exactly which claims need action, leaving the work to your billing team.
Which payers does it include in the AR aging report?
It includes all payers with outstanding claims in Axxess: Medicare, Medicaid, private insurance, and self-pay. You can filter the Sheet to focus on specific payers or aging buckets that your billing team prioritizes each week.
How often is the Google Sheet refreshed?
The Sheet is fully refreshed every Monday morning, so the worklist always reflects the current week's AR position. If you need mid-week snapshots, you can run the workflow on additional days by adjusting the schedule.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.