Start every day with a clear collections performance digest
Every morning, WebRun opens AdvancedMD, pulls the prior day's payments, adjustments, and charges, calculates the collection rate by provider and payer, logs the results in Google Sheets with a running month-to-date total, and posts a structured collections digest to your billing Slack channel so the whole team starts the day aligned on revenue performance.
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How do I automatically get a daily collections performance digest from my billing system?
Every morning, WebRun opens AdvancedMD, pulls the prior day's charges and payments, calculates the collection rate by provider and payer, and logs the results in Google Sheets with month-to-date totals. It posts a concise collections digest to Slack before 8:30 AM so your billing team starts the day with a clear revenue picture.
- The billing team starts every day with the prior day's collections performance in Slack before work begins
- Month-to-date collection rate trends are tracked automatically without manual spreadsheet updates
- Collection rate dips more than 5 points below the 30-day average are flagged immediately
Built for medical billing companies · RCM managers · billing supervisors · physician practice billing teams
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
providerportal.advancedmd.comin a real browser with your saved login - no setup, no API keys. -
1
AdvancedMD - pull prior day payments and charges
advancedmd.com How to Automate AdvancedMD
WebRun opens AdvancedMD to pull prior day payments and charges. - Open AdvancedMD and run the daily payment activity report for the prior business day
- Capture total charges posted, total payments received, total adjustments, and net collections for the day
- Break down payments by provider and by payer for the day
- Note any single payment over a threshold amount as a notable collection
Done when Prior day's charges, payments, and adjustments are captured with provider-level and payer-level breakdowns.
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2
Google Sheets - log and calculate collections metrics
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log and calculate collections metrics. - Add a new row to the daily collections log sheet for yesterday's date with charges, payments, adjustments, and the day's collection rate
- Update the month-to-date totals row with the new daily figures
- Calculate the rolling 30-day average collection rate
- Flag any day where the collection rate drops more than 5 percentage points below the 30-day average
Done when Yesterday's collections are logged, the month-to-date total is updated, and the rolling average is calculated.
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3
Slack - post daily collections digest
slack.com How to Automate Slack
WebRun opens Slack to post daily collections digest. - Post the daily collections digest to the billing Slack channel showing yesterday's charges, payments, collection rate, and month-to-date totals
- Include the top-paying payer for the day and a brief note if the collection rate is above or below the 30-day average
- Include a link to the Google Sheets collections log
Done when The billing team has yesterday's collections summary and month-to-date performance in Slack before 8:30 AM.
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 include payments from all payers and self-pay?
Yes. It captures all payment types posted in AdvancedMD the prior day: commercial insurance, Medicare, Medicaid, and patient self-pay payments, all broken down by payer in the daily log.
What if there were no payments posted yesterday?
It posts the digest regardless, showing zero collections for the day and flagging the anomaly against the 30-day rolling average so your team knows to investigate.
Can it break down collections by individual provider?
Yes. The Google Sheets log includes a provider-level breakdown of payments received each day. The Slack digest shows the aggregate totals to keep the message concise.
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