Draft patient balance reminders for your pain management practice
Every Monday, WebRun opens DrChrono, finds patient accounts with outstanding balances past their due date, drafts a polite balance reminder for each, and logs the queue in Google Sheets so staff can review and approve every message before it reaches a patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
app.drchrono.comin a real browser with your saved login - no setup, no API keys. -
1
DrChrono - pull outstanding patient balances
drchrono.com How to Automate DrChrono
WebRun opens DrChrono to pull outstanding patient balances. - Open DrChrono and navigate to the billing section
- Filter patient accounts by outstanding balance and days past due
- Skip accounts already on a payment plan or with an active dispute
- Note the patient (initials), balance amount, days overdue, and last payment date
Done when Every patient account with an actionable overdue balance is listed with amount and age.
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2
Google Sheets - log drafted reminders for staff review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log drafted reminders for staff review. - Open the balance reminder queue sheet
- Add a row per patient with the drafted reminder text, balance amount, and days overdue
- Mark each row as pending-staff-review so no message is sent until approved
Done when All overdue patient accounts have a drafted reminder logged in Google Sheets awaiting staff approval.
How do I automatically draft patient balance reminders for my pain management practice?
WebRun opens DrChrono every Monday, identifies patient accounts with overdue balances, and drafts a polite, on-brand reminder for each. Every message is logged in Google Sheets for staff review and approval before sending, so the practice collects more revenue while keeping patient communication respectful and compliant.
- Every overdue balance has a drafted reminder ready for staff approval each Monday
- Payment-plan patients and disputed accounts are excluded automatically
- No patient message is sent without staff review and approval
Built for pain management billing staff · front desk teams · practice administrators
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 reminders to patients automatically?
No. WebRun drafts every reminder and logs it in Google Sheets for staff to review before anything is sent. Patient-facing balance messages involve PHI and are never dispatched without human approval.
Does it skip patients on payment plans?
Yes. Any account already on an active payment plan or with an open dispute flag in DrChrono is excluded automatically each run.
What is the minimum balance it flags?
By default, balances of 10 dollars or more that are at least 30 days past due. You can change both thresholds when you configure the run.
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