Automated Experian Health Self-Pay Conversion Alerts
Every morning, WebRun opens Experian Health, screens self-pay accounts against your financial assistance and propensity-to-pay criteria, alerts your financial counselors in Slack ranked by balance and likelihood to qualify, and prepares a payment plan or financial assistance application in DocuSign, leaving it unsent so a counselor reviews it with the patient first.
How do I flag self-pay patients likely to qualify for financial assistance?
WebRun screens self-pay accounts in Experian Health every morning against your financial assistance and propensity-to-pay criteria, ranking them by balance and likelihood to qualify. It alerts your financial counselors in Slack and prepares a payment plan or assistance application in DocuSign, left unsent, so a counselor reviews it with the patient before anything goes out.
- Financial counselors get a ranked list instead of screening every self-pay account by hand
- Payment plan and assistance applications are ready to review, not built from scratch
- Larger balances likely to qualify are surfaced first, not buried in the queue
Built for financial counselors · patient financial services teams · revenue cycle managers · safety net hospitals
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.experian.com/healthcarein a real browser with your saved login - no setup, no API keys. -
1
Experian Health - screen self-pay accounts against assistance criteria
experian.com
WebRun opens Experian Health to screen self-pay accounts against assistance criteria. - Open Experian Health and pull current self-pay accounts
- Screen each against your financial assistance and propensity-to-pay criteria
- Rank by balance owed and likelihood to qualify for assistance or a payment plan
Done when Every self-pay account is screened and ranked by balance and likelihood to qualify.
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2
Slack - alert counselors ranked by balance and likelihood
slack.com
WebRun opens Slack to alert counselors ranked by balance and likelihood. - Post the ranked list to the financial counseling channel
- Lead with the largest balances that also score as likely to qualify
- Note which program each account appears to fit: charity care, Medicaid, or a payment plan
Done when Financial counselors have today's ranked conversion list in Slack.
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3
DocuSign - prepare the assistance or payment plan application
docusign.com
WebRun opens DocuSign to prepare the assistance or payment plan application. - Prepare the relevant application, financial assistance or payment plan, pre-filled with the account balance
- Leave every envelope unsent in draft status
- Never send an application to the patient without a counselor reviewing it first
Done when A ready-to-review application is prepared in DocuSign for every account a counselor decides to pursue.
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 the financial assistance application to the patient?
No. WebRun only prepares the application in DocuSign. A financial counselor reviews it, and usually discusses it with the patient directly, before anything is sent.
How does it decide who is likely to qualify?
It reads the propensity-to-pay and financial assistance criteria already configured in Experian Health, then ranks accounts by balance and that score. WebRun does not set the qualification criteria itself.
Does this affect collections activity on the account?
No. It only surfaces a conversion opportunity for your counselors. Any change to collections status is a decision your team makes separately.
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