Automated WeInfuse Patient Balance Reminder Drafts
Every Monday, WebRun opens WeInfuse, identifies patient accounts with balances past their due date, and creates a draft balance reminder email in Gmail for each account so your billing team can review, personalize, and send at their discretion. No message is sent without human review.
How can I automatically draft patient balance reminders for overdue infusion center accounts?
Every Monday, WebRun finds past-due patient accounts in WeInfuse and creates a draft balance reminder in Gmail for each one, skipping accounts on payment plans or hardship waivers. Your billing team reviews each draft before sending, keeping PHI secure and giving staff control over every patient financial communication.
- Billing staff start each week with ready-to-send draft reminders, not a manual pull
- No balance reminder goes out without a human reviewer for every patient account
- Payment plan and hardship patients are automatically excluded from the reminder run
Built for infusion center billing teams · infusion center patient accounts staff · oncology billing specialists · hospital outpatient infusion billing
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.weinfuse.comin a real browser with your saved login - no setup, no API keys. -
1
WeInfuse - identify patient accounts with overdue balances
weinfuse.com
WebRun opens WeInfuse to identify patient accounts with overdue balances. - Open WeInfuse and navigate to the patient billing section
- Filter for accounts with balances past their due date
- Capture the patient's contact information, balance amount, due date, and days overdue
- Skip accounts already on a payment plan or flagged as hardship cases
Done when Every patient account with a past-due balance is listed with contact and balance details.
-
2
Gmail - create draft balance reminder for each account
gmail.com
WebRun opens Gmail to create draft balance reminder for each account. - Create a draft Gmail message for each past-due account using a polite, on-brand reminder template
- Include the balance amount, original due date, and payment options in the draft body
- Leave every message as a draft. Do not send any reminder without billing team review and approval
Done when A draft balance reminder is queued in Gmail for every overdue account, awaiting billing team review.
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 to patients automatically?
No. Every reminder is left as a Gmail draft for your billing team to review before sending. Patient financial messages involve PHI and are always draft-not-do, with a human in the loop for every send.
How does it handle patients on payment plans or hardship waivers?
WebRun skips any account flagged in WeInfuse as on a payment plan or approved for hardship assistance, so those patients do not receive a balance reminder by mistake.
What does the reminder say?
It uses a polite, on-brand template with the balance amount, original due date, and payment options. Give WebRun your preferred tone and any specific payment portal link and it will match your center's voice.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.