Chase patient balances in your oral surgery practice without awkward calls
Every Monday, WebRun opens DSN Software and finds patients with outstanding balances over 30 days, drafts a courteous balance-due message in Gmail for each one for staff review, and logs the outstanding amounts in QuickBooks so your revenue picture stays current.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase patient balances in an oral surgery practice?
WebRun opens DSN Software every Monday, finds patient balances outstanding over 30 days, drafts a courteous HIPAA-safe balance notice in Gmail for each patient for staff to review and send, and logs the aging receivables in QuickBooks. No message reaches a patient without staff approval, and accounts over 90 days are flagged for escalation.
- Outstanding balances identified and drafted for outreach every Monday without manual review
- HIPAA-safe balance notices drafted automatically and held for staff approval
- Receivables aging updated in QuickBooks each week with escalation flags for 90-plus day accounts
Built for oral surgery billing teams · oral surgery practice managers · OMS front desk 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
www.dsn.comin a real browser with your saved login - no setup, no API keys. -
1
DSN Software - find patients with outstanding balances
dsn.com How to Automate DSN Software
WebRun opens DSN Software to find patients with outstanding balances. - Open DSN Software and navigate to the patient ledger or accounts receivable report
- Filter for patient balances outstanding more than 30 days
- Capture patient name, balance amount, and days outstanding for each account
Done when All outstanding patient balances over 30 days are listed with amounts and aging.
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2
Gmail - draft balance-due messages for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft balance-due messages for review. - Draft a courteous, HIPAA-safe balance-due message for each patient naming only the balance amount and a call-to-action to contact the office
- Do not include procedure details or diagnosis information in the message draft
- Leave every draft unsent for a staff member to review and approve before sending
Done when A draft balance-due message exists in Gmail for every outstanding patient account, pending staff approval.
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3
QuickBooks - log outstanding balances
- Log each outstanding patient balance as a receivable entry in QuickBooks
- Update aging buckets (30 to 60, 60 to 90, 90-plus days) for each account
- Flag accounts over 90 days for escalation review by the practice manager
Done when Outstanding patient balances are logged and aged in QuickBooks for weekly revenue tracking.
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-due messages to patients without our approval?
No. Every message is drafted in Gmail and held unsent. A staff member must review and approve each one before it is sent, ensuring no patient receives a balance notice without human oversight.
Does the message include any clinical or procedure details?
No. Drafts include only the balance amount and a prompt to contact the office, keeping the content HIPAA-safe and appropriate for email communication.
What happens with very old balances?
Accounts over 90 days are flagged in QuickBooks for escalation review by the practice manager, so persistent balances get appropriate follow-up beyond a standard balance notice.
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