Automated OPIE Software Documentation Completion Chaser
Every morning, WebRun opens OPIE Software, identifies patient encounters that have not been fully documented, flags any whose claims are ready to submit but whose charts are still incomplete, and posts a worklist to Slack so clinicians and billing staff can close gaps before claims go out.
How do I automatically find and chase incomplete clinical documentation in OPIE Software?
WebRun scans OPIE Software every morning for patient encounters with incomplete clinical documentation over the past 7 days, flags those with claims already queued as highest priority, and posts a worklist to Slack grouped by clinician. Your team closes chart gaps before claims go out, reducing denials from missing documentation.
- Claims go out with complete documentation, reducing payer denials from missing records
- Clinicians see only their own incomplete charts, so the worklist stays actionable
- Encounters with queued claims are surfaced first, protecting cash flow
Built for O&P clinicians · practice managers · O&P billing coordinators
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.opiesoftware.comin a real browser with your saved login - no setup, no API keys. -
1
OPIE Software - find encounters with incomplete documentation
opiesoftware.com
WebRun opens OPIE Software to find encounters with incomplete documentation. - Open OPIE Software and navigate to the clinical documentation or encounter section
- Identify encounters from the past 7 days with incomplete or unsigned clinical forms
- Flag any encounter where a claim is queued but documentation is not finalized
- Note the clinician, patient, encounter date, and which specific form or field is incomplete
Done when Every encounter with incomplete documentation is listed with the responsible clinician and the specific gap.
-
2
Slack - post chart-completion worklist to clinical team
slack.com
WebRun opens Slack to post chart-completion worklist to clinical team. - Post the completion worklist to the clinical or billing channel
- Group by clinician so each practitioner sees only their own open charts
- Flag encounters where a claim is already queued as highest priority
Done when Clinicians and billing staff have a same-day worklist of incomplete charts in Slack.
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 submit claims automatically once documentation is complete?
No. WebRun only surfaces the gaps. Claim submission requires a billing staff member to review and approve it in OPIE.
Can each clinician see only their own incomplete charts?
Yes. WebRun groups the worklist by clinician in Slack so each practitioner sees only the encounters they need to complete, reducing noise for the whole team.
How far back does it look for incomplete documentation?
By default it reviews the past 7 days. Ask WebRun to extend or shorten the window to match your practice's documentation turnaround expectations.
Related templates
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