Automated Cerbo Patient Balance Reminder Drafts
Every Monday, WebRun opens Cerbo, identifies accounts with an outstanding patient balance, drafts a polite and on-brand reminder for each, and saves those messages as Gmail drafts so your billing team can review, adjust, and send them on their own schedule.
How do I automatically send patient balance reminders from my naturopathic practice?
WebRun opens Cerbo every Monday, finds accounts with balances outstanding for more than 14 days, and creates a personalized reminder draft in Gmail for each one, including the balance amount and your payment portal link. Every draft stays unsent until a billing team member reviews and approves it, protecting PHI and keeping your practice in control.
- Billing team starts each Monday with a ready queue of approved-to-send reminders
- Outstanding balances are surfaced within 14 days without manual chart pulls
- No patient receives a balance notice without explicit billing team sign-off
Built for naturopathic doctors · functional medicine practices · integrative health billing teams
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.cer.boin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - find outstanding patient balances
cer.bo
WebRun opens Cerbo to find outstanding patient balances. - Open Cerbo and navigate to the billing or accounts receivable section
- Filter for patient accounts with a balance outstanding for more than 14 days
- Capture the patient name, balance amount, oldest charge date, and contact email
- Sort by balance amount, largest first, to help billing staff prioritize
Done when Every outstanding patient account older than 14 days is captured with amount and contact details.
-
2
Gmail - save personalized reminder drafts for billing review
gmail.com
WebRun opens Gmail to save personalized reminder drafts for billing review. - Create a Gmail draft for each outstanding account using a polite, on-brand template
- Include the balance amount and a link to your payment portal in each draft
- Leave every draft unsent in the Drafts folder for billing team review before sending
Done when A Gmail draft is ready for every outstanding balance, awaiting billing team review and approval.
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 without my approval?
No. WebRun saves every reminder as a Gmail draft and leaves it unsent. Your billing team reviews each message before clicking Send, so no patient receives a balance notice without human approval. This also keeps PHI from leaving your systems automatically.
Can it handle payment plans or partial balances?
Yes. WebRun reads the current outstanding balance from Cerbo at the time of each run, so partial payments already made are reflected accurately. You can configure a minimum balance threshold during setup so small balances below, say, $10 are skipped.
What tone does the reminder use?
A short, polite, on-brand message that names the balance and includes your payment portal link. Share a tone guide or a sample message during setup and WebRun will match your practice voice.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.