Automated Therap Medicaid Eligibility Verification Worklist
On the first Monday of each month, WebRun opens Therap, pulls the list of active individuals, flags any whose Medicaid or waiver eligibility has not been verified for the current month, logs each to a Google Sheets worklist, and alerts billing staff in Slack to complete verification before services are billed.
How do I automatically create a Medicaid eligibility verification worklist for IDD services each month?
WebRun opens Therap at the start of each month, pulls all active individuals receiving services, flags any whose Medicaid or waiver eligibility has not been verified for the current month, logs each to a Google Sheets worklist grouped by funding source, and alerts billing staff in Slack to complete verification before services are billed.
- No claim submitted before eligibility is verified for the current month
- Billing staff work a pre-built worklist instead of searching records manually
- Verifications grouped by payer so staff can batch-check efficiently
Built for IDD billing staff · waiver billing coordinators · group home administrators · Medicaid billing 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
www.therapservices.netin a real browser with your saved login - no setup, no API keys. -
1
Therap - pull active individuals and eligibility status
therapservices.net
WebRun opens Therap to pull active individuals and eligibility status. - Open Therap and navigate to the individual records or billing section
- Pull the list of all active individuals receiving services this month
- Flag any individual whose Medicaid or waiver eligibility verification date is not recorded for the current month or whose eligibility status shows as pending
Done when All active individuals with unverified or pending eligibility for the current month are identified.
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2
Google Sheets - log unverified individuals to verification worklist
google.com
WebRun opens Google Sheets to log unverified individuals to verification worklist. - Open the Monthly Eligibility Verification Worklist
- Add one row per unverified individual with their identifier, funding source, last verified date, and status set to Needs Verification
- Sort by last verified date so the most overdue records appear first
Done when Every individual needing eligibility verification is logged in the worklist with correct status.
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3
Slack - alert billing staff to complete verification
slack.com
WebRun opens Slack to alert billing staff to complete verification. - Post a verification alert to the billing channel with the count of individuals needing verification
- Break down by funding source so billing staff can batch verifications by payer portal
- Include a link to the Google Sheets worklist for the full detail view
Done when Billing staff have a monthly eligibility verification worklist count in Slack with a link to the full list.
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 verify eligibility on the payer portal automatically?
No. WebRun identifies which individuals need verification and creates the worklist. Billing staff complete the actual eligibility check on each payer's portal. No query is sent to a payer without a staff member taking action.
Which funding sources does it cover?
It covers all funding sources and payers recorded in Therap for active individuals, including Medicaid, waiver programs, and managed care plans. The worklist groups entries by funding source so staff can batch verifications efficiently.
What if an individual's eligibility was already verified earlier in the month?
It reads the eligibility verification date recorded in Therap. If a verification was logged for the current month before the Monday run, that individual will not appear in the worklist.
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