Chase outstanding patient balances for nephrology visits
Every Monday, WebRun opens Acumen, finds patients with outstanding balances more than 30 days old, drafts a polite payment reminder email for each, and queues every draft in Gmail for staff to review and send. It also logs the full chase list in Google Sheets.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase outstanding patient balances in my nephrology practice?
Every Monday, WebRun opens Acumen and pulls the patient aging report, finding all balances overdue by 30 days or more. It logs each to a Google Sheets chase list sorted by amount, drafts a polite Gmail reminder per patient, and saves every draft for staff review, so no reminder reaches a patient without human approval.
- Overdue balances are identified and queued for outreach every Monday morning
- Staff review pre-written drafts instead of composing reminders from scratch
- Patients on payment plans are never contacted in error
Built for nephrology billing teams · CKD practice administrators · dialysis practice managers · nephrology office staff
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 aging patient balances
acumenmd.com How to Automate Acumen
WebRun opens Acumen to pull aging patient balances. - Open Acumen and run the patient aging report
- Filter to balances overdue by 30 days or more
- Capture patient name, MRN, balance amount, days outstanding, and service type
- Exclude patients on an active payment plan or with a pending insurance adjustment
Done when All eligible patients with overdue balances are identified with amounts and days outstanding.
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2
Google Sheets - log balance chase list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log balance chase list. - Append each patient to the Patient Balance Chase sheet
- Record balance amount, days overdue, service type, and draft status
- Sort by balance amount descending
Done when The chase list is updated and sorted by balance amount.
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3
Gmail - draft payment reminders for staff review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminders for staff review. - Draft a polite payment reminder email for each patient using the practice's approved template
- Include the balance amount, service date, and payment link or instructions
- Save each draft in Gmail as a draft (unsent) for staff to review and approve before sending
Done when Every patient has a Gmail draft ready for staff review. No emails are sent automatically.
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 payment reminder emails go out to patients without my approval?
No. WebRun saves every reminder as a Gmail draft and marks it as Pending Review in Google Sheets. No email is sent until a staff member opens the draft, reviews it, and clicks Send.
Does it contact patients already on a payment plan?
No. It checks Acumen for active payment plans and pending insurance adjustments, then excludes those patients from the chase list automatically.
How does it handle very large balances?
Large balances are sorted to the top of the Google Sheets list so staff can prioritize them. You can also set a threshold above which WebRun skips the draft and flags the account for direct staff outreach instead.
Related templates
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