Automated Patient Statement Drafts from AdvancedMD
Every Monday, WebRun opens AdvancedMD, identifies patients with outstanding balances, generates a formatted statement for each, logs the batch in Google Sheets, and saves every statement as a Gmail draft so your billing team can review and approve before any patient communication goes out.
How do I automatically draft patient balance statements for billing review?
Every Monday, WebRun opens AdvancedMD, identifies every patient with a statementable balance, and generates a formatted statement for each. It logs the full batch in Google Sheets and saves every statement as a Gmail draft. Your billing team reviews and approves each draft before any communication reaches a patient.
- Patient statements are drafted every week without manual balance report-pulling
- Every patient communication is reviewed by a human before sending
- High-balance accounts are flagged for supervisor approval in the batch log
Built for medical billing companies · RCM billing teams · physician practice billing · patient billing coordinators
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 outstanding patient balances
advancedmd.com
WebRun opens AdvancedMD to pull outstanding patient balances. - Open AdvancedMD and run the patient balance report for all accounts with a balance over the minimum statement threshold
- Capture patient name, account number, date of service, procedure, insurance payment applied, and patient responsibility amount
- Exclude accounts currently on a payment plan or with a pending appeal
Done when Every patient with a statementable balance is identified with their full balance breakdown.
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2
Google Sheets - log statement batch
google.com
WebRun opens Google Sheets to log statement batch. - Log each patient's name, account number, balance, and statement date in the weekly statement batch sheet
- Record the total number of statements and total dollar value for this batch
- Flag any patient balance over a set threshold for supervisor review before sending
Done when The statement batch sheet is updated and the total batch value is recorded.
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3
Gmail - draft patient statements for review
gmail.com
WebRun opens Gmail to draft patient statements for review. - For each patient in the batch, draft a clear, professional statement email addressed to the patient
- Include the itemized balance, the service date, the insurance amount applied, and the amount owed
- Save each draft without sending, so your billing team can review and approve every statement before it goes to the patient
- Do not send any patient communication without explicit team approval
Done when A Gmail draft statement exists for every patient in the batch, ready for 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 statements directly to patients without my approval?
No. Every patient statement is saved as a Gmail draft. Your billing team reviews and approves each one before anything is sent to a patient. Patient-facing messages are never sent automatically.
How does it handle patients on payment plans or with pending appeals?
It reads each account's status in AdvancedMD and skips any patient currently on a payment plan or with a pending insurance appeal, so those accounts are not included in the batch.
Can it handle high-balance accounts differently?
Yes. Accounts over a threshold you set are flagged in the Google Sheets batch log for supervisor review before the draft is approved, so large balances get extra scrutiny before going out.
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