Automated Lactation Coverage Checks
Every morning, WebRun opens MilkNotes, reads the insurance details on each client booked in the coming days, records the plan, member ID presence, and known lactation reimbursement notes in a Google Sheet, and posts an internal Slack worklist of any family missing coverage information so you can sort it out before the visit rather than after.
How do I automatically check lactation insurance coverage before visits?
WebRun helps you know each family's lactation coverage before the visit. Every morning it reads upcoming clients' insurance details in MilkNotes, records the plan and reimbursement notes in a Google Sheet, and posts an internal Slack worklist of anyone missing coverage information, so your team resolves gaps before the appointment rather than after.
- Coverage gaps surface before the visit, not at checkout
- Every upcoming client has a plan and readiness note in one sheet
- No insurer is contacted and no claim is filed without your team
Built for IBCLCs · lactation consultants · practice billers · insurance-based lactation practices
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
app.milknotes.comin a real browser with your saved login - no setup, no API keys. -
1
MilkNotes - read each client's insurance on file
milknotes.com
WebRun opens MilkNotes to read each client's insurance on file. - Open MilkNotes and list clients with a consult booked in the next several days
- Read the insurer, plan, and member details recorded on each chart
- Note whether a member ID and any prior reimbursement history are present
Done when Insurance details are gathered for every upcoming client.
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2
Google Sheets - record plan and coverage notes
google.com
WebRun opens Google Sheets to record plan and coverage notes. - Open your coverage tracker Google Sheet and add a row per upcoming client
- Record the insurer, plan, member ID present or missing, and any known lactation reimbursement notes
- Mark each row green, amber, or red for how ready the coverage looks
Done when Every upcoming client has a coverage row with a readiness marker.
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3
Slack - post the coverage worklist
slack.com
WebRun opens Slack to post the coverage worklist. - Post an internal Slack worklist of clients whose coverage looks incomplete or unclear
- For each, note what is missing, such as a member ID or a benefits check
- Keep the worklist internal to your team and do not contact any parent from this run
Done when You have an internal Slack worklist of families needing a coverage follow-up.
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
Does it contact insurers or parents directly?
No. It only reads coverage details already in MilkNotes and organizes them into a Google Sheet and an internal Slack worklist. It never calls an insurer, submits a claim, or messages a family on its own.
Is it safe to post coverage details in Slack?
The Slack worklist stays internal to your team and names only what is missing, such as a member ID or a benefits check. It is a staff to-do list, not a channel where protected health information is shared externally.
Can it confirm exactly what a plan will pay?
No. It surfaces what your records show and flags gaps for your team to verify with the insurer. It does not guarantee benefits, since only the payer can confirm the final reimbursement for a lactation visit.
Related templates
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