Automated Patient Insurance Eligibility Verification
Every morning, WebRun opens Office Practicum, pulls appointments scheduled for the next two days, runs eligibility status checks on each patient's insurance through Office Practicum's payer connections, logs the results in a Google Sheet worklist, and posts a Slack alert to your billing team listing any patients whose coverage needs manual verification.
How can a pediatric practice automatically verify patient insurance eligibility before appointments?
WebRun pulls upcoming appointments from Office Practicum every morning and checks each patient's insurance eligibility using Office Practicum's payer verification tools. Results are logged in a Google Sheet worklist and any unverified patients trigger a Slack alert to your billing team, so coverage issues are resolved before the appointment, not after the claim is filed.
- Coverage surprises at check-in are eliminated because eligibility is verified the morning before each appointment
- Billing team receives a targeted Slack alert only for the patients who need manual follow-up, saving hours of batch checking
- Claim denials for eligibility errors drop because issues are caught and corrected before the visit
Built for pediatric billing teams · front-desk staff · practice managers · pediatric practices
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.officepracticum.comin a real browser with your saved login - no setup, no API keys. -
1
Office Practicum - pull upcoming appointments and check eligibility status
officepracticum.com
WebRun opens Office Practicum to pull upcoming appointments and check eligibility status. - Open Office Practicum and pull all appointments scheduled for today and tomorrow
- For each patient, check their insurance eligibility status through Office Practicum's payer eligibility tools
- Capture patient name, appointment date, payer, eligibility status, and any active policy details
Done when Eligibility status is confirmed or flagged for every patient with an appointment in the next two days.
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2
Google Sheets - log eligibility verification results
google.com
WebRun opens Google Sheets to log eligibility verification results. - Open the eligibility verification worklist sheet
- Log each patient with their appointment date, payer, and eligibility status
- Flag any patient whose eligibility could not be confirmed as needing manual verification
Done when The eligibility worklist is updated with today and tomorrow's patients, with unverified patients flagged.
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3
Slack - alert billing team to unverified patients
slack.com
WebRun opens Slack to alert billing team to unverified patients. - Post a Slack alert to the billing team channel listing patients whose eligibility could not be confirmed automatically
- Include the patient name, appointment time, and payer for each unverified case
- Include a link to the Google Sheet worklist for the full eligibility log
Done when The billing team has an alert in Slack for every patient requiring manual eligibility follow-up today.
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 contact families or payers to resolve eligibility issues automatically?
No. WebRun only checks and logs eligibility status and alerts your billing team. All follow-up with payers or families about coverage issues is handled by your billing staff.
How does it check eligibility?
It uses Office Practicum's built-in payer eligibility verification tools, which connect to major insurance payers. Eligibility is checked against the insurance information already on file in each patient's chart.
What if a patient's insurance information is not in Office Practicum yet?
Patients with no insurance information on file are flagged in the worklist as needing manual entry. Your front desk can then update the chart before the appointment, allowing eligibility to be re-checked.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.