Automated Nephrology Eligibility Verification Worklist
Every morning, WebRun opens Acumen and identifies patients scheduled two days out whose insurance eligibility has not yet been verified for the upcoming visit. It logs each to a Google Sheets eligibility worklist and sends a Telegram alert to the billing team so they can confirm coverage before the day of service.
How do I automatically build an insurance eligibility verification worklist for nephrology appointments?
Every morning, WebRun opens Acumen and finds every nephrology appointment two days out where insurance eligibility has not been verified in the past 30 days. It logs each to a Google Sheets worklist sorted by appointment time and sends a Telegram alert to the billing team, so coverage issues are resolved before patients arrive at the practice.
- Eligibility issues are caught 48 hours before the appointment, not on the day of service
- Billing staff have a ready-made verification list each morning instead of searching manually
- Day-of eligibility denials and same-day rescheduling are significantly reduced
Built for nephrology billing teams · dialysis practice billing staff · CKD clinic front-office coordinators · nephrology revenue cycle managers
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
service.acumenmd.comin a real browser with your saved login - no setup, no API keys. -
1
Acumen - pull appointments due for eligibility check
acumenmd.com
WebRun opens Acumen to pull appointments due for eligibility check. - Open Acumen and filter the appointment schedule to dates two days from today
- Identify patients whose eligibility has not been verified for this payer in the past 30 days
- Capture patient name, MRN, payer, plan type, appointment type, and provider
- Note any known prior authorization requirements for the service type
Done when All appointments two days out with unverified eligibility are captured with payer and plan details.
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2
Google Sheets - build eligibility verification worklist
google.com
WebRun opens Google Sheets to build eligibility verification worklist. - Append each patient to the Eligibility Verification Worklist sheet
- Record payer, plan type, appointment date, appointment type, and a Verification Status column set to Pending
- Sort by appointment date and time ascending so the earliest appointments are at the top
Done when The eligibility worklist is updated with all patients needing verification two days out.
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3
Telegram - alert billing team
telegram.org
WebRun opens Telegram to alert billing team. - Send a morning alert to the billing team Telegram group with the count of patients needing eligibility checks
- Include a breakdown by payer and a link to the Google Sheets worklist
- Note any patients with known prior authorization requirements that also need attention
Done when Billing staff have today's eligibility verification count and a worklist link in Telegram.
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 WebRun call the insurance company or submit an eligibility request?
No. WebRun identifies which patients need eligibility verification and builds the worklist. Billing staff run the actual eligibility checks through Acumen's clearinghouse connections or the payer portal.
How does it know which patients have already been verified?
It checks whether an eligibility verification was completed for the patient's current payer in the past 30 days. If one was, the patient is skipped and not added to the worklist.
What about patients with multiple payers?
The worklist includes a row for each payer associated with the patient's appointment, so both primary and secondary payer checks are captured separately.
Related templates
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