Fusion Web Clinic OT Patient Balance Reminder Drafts
Every Monday, WebRun opens Fusion Web Clinic, identifies OT patients with balances more than 30 days overdue, drafts a polite balance reminder email for each, and saves them as Gmail drafts for your front desk to review and send. No message goes out without staff approval.
How do I draft patient balance reminders from Fusion Web Clinic for front desk review?
Every Monday, WebRun opens Fusion Web Clinic, finds OT patients with balances overdue more than 30 days, and drafts a polite reminder email for each in Gmail. Every draft waits for front desk review before anything is sent, so no patient message goes out without a human check.
- Front desk starts each Monday with ready-to-review balance reminders, not a manual lookup
- No patient financial message sent without a human check
- Overdue balances addressed weekly rather than monthly
Built for OT front desk staff · occupational therapy billing teams · outpatient therapy practices · pediatric OT clinics
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
fusionwebclinic.comin a real browser with your saved login - no setup, no API keys. -
1
Fusion Web Clinic - find patients with overdue balances
fusionwebclinic.com
WebRun opens Fusion Web Clinic to find patients with overdue balances. - Open Fusion Web Clinic and navigate to the billing or patient account section
- Filter to OT patients with outstanding patient-responsibility balances aged more than 30 days
- Capture patient name, balance amount, oldest charge date, and contact email for each
Done when Every patient with an overdue balance over 30 days is listed with their contact and balance details.
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2
Gmail - draft balance reminder emails for staff review
gmail.com
WebRun opens Gmail to draft balance reminder emails for staff review. - For each patient, draft a polite, HIPAA-aware balance reminder that names only the amount owed and a payment link, with no clinical detail
- Save each draft to Gmail for your front desk to review before sending
- Do not send any email. Leave all drafts for human review and approval
Done when A draft balance reminder is queued in Gmail for every overdue patient. No emails have been sent.
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 reminders to patients automatically?
No. Every balance reminder is saved as a Gmail draft and left for your front desk to review before sending. Patient financial messages are never sent without human approval, in keeping with HIPAA-aware communication practices.
Does the reminder email include clinical information?
No. Drafts include only the patient name, amount owed, and a payment link. No diagnosis, treatment detail, or session history is included, so the message stays within safe external communication boundaries.
What if a patient has already paid this week?
WebRun reads the live balance in Fusion Web Clinic at run time, so patients who have paid before the Monday run are excluded from the draft queue automatically.
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