Automated WeInfuse Copay Assistance Enrollment Tracking
Every Monday, WebRun opens WeInfuse, identifies patients with expiring or missing copay assistance enrollment, and logs each case in Google Sheets with the program name, expiry date, and days until the next infusion so financial counselors can prioritize re-enrollment.
How can I track which infusion patients need copay assistance re-enrollment each week?
Every Monday, WebRun scans WeInfuse for patients with copay assistance expiring within 30 days or missing before an upcoming infusion. It logs each case in Google Sheets sorted by appointment urgency, so financial counselors can re-enroll the most time-sensitive patients first without hunting through the system manually.
- Patients are re-enrolled before copay assistance lapses
- Financial counselors start each week with a prioritized action list
- No patient reaches chair time facing unexpected out-of-pocket costs
Built for infusion financial counselors · oncology financial navigators · infusion center administrators · 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 patients with expiring or missing copay assistance
weinfuse.com
WebRun opens WeInfuse to identify patients with expiring or missing copay assistance. - Open WeInfuse and navigate to the patient financial information section
- Filter for patients with copay assistance programs expiring within 30 days
- Flag patients with an upcoming infusion who have no copay assistance on file
- Capture the patient ID, program name, expiry date, and next appointment date
Done when Every patient needing copay assistance action is identified with their program and appointment details.
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2
Google Sheets - log re-enrollment action list for financial counselors
google.com
WebRun opens Google Sheets to log re-enrollment action list for financial counselors. - Append each flagged patient as a new row in the copay assistance tracker sheet
- Record program name, expiry date, days to next appointment, and enrollment status
- Sort by days to next appointment so counselors address the most urgent cases first
Done when This week's copay assistance action list is updated in Google Sheets and ready for financial counselors.
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 contact patients about their copay assistance?
No. All patient outreach is draft-not-do. WebRun logs the action list for your financial counselors, who handle all communication with patients and copay assistance programs directly.
Which copay assistance programs does it track?
It reads whatever program names and expiry dates are recorded in WeInfuse. If your team logs manufacturer copay cards and patient assistance programs in WeInfuse, those are the ones it tracks.
How far ahead does it flag expiring enrollments?
It flags any copay assistance expiring within the next 30 days, giving financial counselors enough lead time to re-enroll before the patient's next infusion appointment.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.