Collect outstanding balances
Every Monday, WebRun opens Nextech, identifies patients with outstanding balances past their due date, drafts a professional balance reminder email in Gmail for each, and posts a collection summary with all draft statements to Slack for your billing coordinator to review and approve before any reminder reaches a patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically send patient balance reminders for my plastic surgery practice?
Every Monday, WebRun opens Nextech to find patients with balances overdue by 30 or more days, drafts a professional balance reminder email in Gmail for each, and posts all drafts plus an accounts receivable summary to Slack for your billing coordinator to review and approve before any email reaches a patient.
- Overdue balances get a timely professional reminder every Monday
- Patients on payment plans are automatically excluded from standard reminders
- No balance reminder email is sent without explicit billing coordinator approval
Built for plastic surgery billing teams · practice managers · cosmetic surgery administrators · medical billing coordinators
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.nextech.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Nextech - find patients with overdue balances
nextech.com How to Automate Nextech
WebRun opens Nextech to find patients with overdue balances. - Open Nextech and navigate to the accounts receivable or patient balance report
- Filter for patient balances that are past due by 30 days or more
- Collect each patient's name, email, balance amount, days overdue, and last payment date
- Exclude patients who are on an active payment plan or who have a billing dispute on file
Done when All patients with overdue balances eligible for a reminder are listed with their balance details.
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2
Gmail - draft personalized balance reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized balance reminder emails. - Draft a professional, courteous balance reminder email for each patient including their balance amount and the original due date
- Include payment options and a contact number for billing questions
- Save each email as a draft in Gmail, unsent, for billing coordinator review and approval
Done when A draft balance reminder email is prepared in Gmail for every eligible overdue patient.
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3
Slack - post summary and drafts for billing coordinator
slack.com How to Automate Slack
WebRun opens Slack to post summary and drafts for billing coordinator. - Post a weekly accounts receivable summary to the billing coordinator Slack channel
- List total overdue amount, number of accounts, and the average days overdue
- Include a link to each patient's Gmail draft sorted by balance amount descending
- Note that no email has been sent and all drafts require coordinator approval before sending
Done when Billing coordinator has a full overdue accounts summary and draft reminder emails in Slack.
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 without billing coordinator approval?
No. Every balance reminder is saved as a Gmail draft and held in Slack for your billing coordinator to review and approve. WebRun never contacts a patient about their balance without explicit human sign-off.
What if a patient is already on a payment plan?
WebRun checks for active payment plans and billing dispute flags in Nextech before building the reminder list and automatically excludes those patients so they are not contacted with a standard balance reminder.
How far overdue does a balance need to be before it is included?
By default it includes balances past due by 30 or more days. The overdue threshold is adjustable during setup to match your practice's billing cycle and collection policy.
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