Automated Oral Surgery Eligibility Verification
Every morning, WebRun opens DSN Software and pulls all surgical appointments scheduled for two days from now, checks which patients have not yet had their insurance eligibility verified for the upcoming procedure, builds a verification worklist in Google Sheets sorted by appointment time, and posts a Slack alert to the billing team so verification happens before the day of surgery.
How do I automatically build an insurance eligibility verification worklist for oral surgery?
WebRun checks DSN Software every morning for surgical appointments two days out and builds an eligibility verification worklist in Google Sheets for any patient whose coverage has not been confirmed, sorted by appointment time. A Slack alert notifies the billing team with the total count and flagged insurers so verification is completed 48 hours before every procedure.
- Every surgical patient's eligibility verified at least 48 hours before the procedure
- Same-day coverage surprises eliminated with a sorted 48-hour worklist
- Billing team alerted each morning with the exact count of verifications needed
Built for oral surgery billing teams · OMS front desk and billing staff · oral surgery practice 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
www.dsn.comin a real browser with your saved login - no setup, no API keys. -
1
DSN Software - pull appointments two days out needing verification
dsn.com
WebRun opens DSN Software to pull appointments two days out needing verification. - Open DSN Software and view the appointment schedule for two business days from today
- Identify patients whose insurance eligibility has not been verified for this procedure or whose last verification is older than 30 days
- Capture patient name, insurer, procedure code, appointment time, and subscriber ID for each
Done when All surgical patients scheduled two days out who need eligibility verification are listed with insurer and procedure 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 needing verification as a new row in the eligibility worklist sheet
- Sort rows by appointment time so the earliest procedures appear first
- Include a verification status column for billing staff to mark complete as they work through the list
Done when The eligibility verification worklist is updated and sorted by appointment time for the two-day-out schedule.
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3
Slack - alert billing team to pending verifications
slack.com
WebRun opens Slack to alert billing team to pending verifications. - Post a Slack alert to the billing team channel with the total count of patients needing eligibility verification
- Flag any patient whose insurer has historically had coverage issues for the procedure type
- Include a link to the Google Sheet worklist for the billing team to work through
Done when Billing team has a Slack alert with the verification count, any flagged insurers, and a link to the worklist.
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 eligibility verification requests to insurers automatically?
No. WebRun builds the worklist of patients who need verification and alerts your billing team in Slack, but all verification submissions are completed by billing staff through your clearinghouse or insurer portal.
How far in advance does it flag patients for verification?
It pulls appointments two business days out each morning, giving the billing team a full 48-hour window to complete verifications before the procedure day.
What if a patient's eligibility was already verified recently?
WebRun skips patients whose eligibility was verified within the past 30 days in DSN Software, so the worklist only includes those who genuinely need a fresh check.
Related templates
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