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Automated Pediatric Therapy Authorization Expiry Tracking

Every morning, WebRun opens Fusion Web Clinic, finds children whose insurance authorizations expire within the next 30 days, logs them to a Google Sheet tracker, drafts renewal outreach for the billing team to review, and posts an expiry summary to Slack so no authorization lapses unnoticed.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Fusion Web Clinic pull expiring authorizations
2 Google Sheets log to authorization tracker
3 Gmail draft renewal request for billing review
4 Slack post daily expiry worklist
In short

How do I track and renew expiring pediatric therapy insurance authorizations automatically?

WebRun checks Fusion Web Clinic every morning for pediatric therapy authorizations expiring in the next 30 days, logs them to a Google Sheet tracker, stages renewal request drafts in Gmail for billing review, and posts an urgency-ranked worklist to Slack so the billing team can act before any authorization lapses.

  • No authorization lapses unnoticed because the tracker runs every morning
  • Billing team opens Slack to a prioritized renewal worklist, not a surprise denial
  • Renewal request drafts are ready to send in minutes, not drafted from scratch each time

Built for pediatric therapy billing teams · pediatric occupational therapy clinics · pediatric speech therapy practices · pediatric physical therapy offices

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.fusionwebclinic.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Fusion Web Clinic - pull expiring authorizations
    fusionwebclinic.com
    WebRun in Fusion Web Clinic: pull expiring authorizations
    WebRun opens Fusion Web Clinic to pull expiring authorizations.
    • Open Fusion Web Clinic and navigate to the authorization or insurance section
    • Filter for authorizations expiring in the next 30 days
    • Capture child name, payer, authorization number, visits remaining, and expiry date
    • Flag any authorizations expiring in under 7 days as urgent

    Done when All authorizations expiring within 30 days are listed with payer and visit details.

  3. 2
    Google Sheets - log to authorization tracker
    google.com
    WebRun in Google Sheets: log to authorization tracker
    WebRun opens Google Sheets to log to authorization tracker.
    • Open the authorization tracker Google Sheet
    • Append each expiring authorization as a new row with all captured details
    • Mark urgent (under 7 days) rows in a status column
    • Update the date-last-checked column for any existing rows that were already logged

    Done when The tracker sheet has up-to-date rows for every expiring authorization.

  4. 3
    Gmail - draft renewal request for billing review
    gmail.com
    WebRun in Gmail: draft renewal request for billing review
    WebRun opens Gmail to draft renewal request for billing review.
    • For each expiring authorization, draft a renewal request email addressed to the payer
    • Include the child name, authorization number, dates of service, and therapy type in the draft
    • Leave every draft unsent for the billing team to review and submit
    • Do not send any email without billing team approval

    Done when Renewal request drafts are staged in Gmail for billing team review, one per expiring authorization.

  5. 4
    Slack - post daily expiry worklist
    slack.com
    WebRun in Slack: post daily expiry worklist
    WebRun opens Slack to post daily expiry worklist.
    • Post a daily summary to the billing team Slack channel listing all expiring authorizations
    • Lead with urgent items expiring in under 7 days
    • Include a link to the Google Sheet tracker for the full list

    Done when Billing team has today's expiry worklist in Slack with a link to the full tracker.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.fusionwebclinic.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Expiry worklist · Slack
OutputWhat each run produces - A Google Sheet tracker of expiring authorizations, staged Gmail renewal request drafts, and a daily Slack summary for the billing team.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send renewal requests to payers on its own?

No. WebRun drafts every renewal request in Gmail and leaves it unsent for the billing team to review, correct, and send. No communication goes to payers without a human check.

How far in advance does it flag expiring authorizations?

WebRun flags authorizations expiring within 30 days each morning, and marks any expiring within 7 days as urgent so the billing team can prioritize those first.

What if an authorization was already renewed in Fusion Web Clinic?

WebRun reads live authorization data each morning, so any authorization already updated with a new expiry date in Fusion Web Clinic will not appear on the worklist.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.