Automated Podiatry Eligibility Checks
Every evening, WebRun opens Tebra, pulls tomorrow's appointment roster, identifies patients whose insurance eligibility has not been verified for the current benefit period, logs the pending checks in Google Sheets, and posts a Slack alert to the billing team so verifications are completed before the patient arrives.
How do I automatically check which patients need insurance eligibility verification before their visit?
Every evening, WebRun pulls tomorrow's appointment roster from Tebra, identifies patients whose insurance eligibility has not been verified recently, and logs a work list in Google Sheets. It then alerts your billing team in Slack with appointment times and payer details so every check is completed before the patient walks in.
- Eligibility gaps are flagged the evening before, not discovered at the front desk
- Billing staff start each day with a clear work list rather than a manual roster review
- Denied claims due to unverified coverage are reduced significantly
Built for podiatry billing teams · podiatry office managers · foot and ankle clinics · medical billing staff
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.tebra.comin a real browser with your saved login - no setup, no API keys. -
1
Tebra - pull tomorrow's roster
tebra.com
WebRun opens Tebra to pull tomorrow's roster. - Open Tebra and navigate to tomorrow's appointment schedule
- For each patient, check whether an insurance eligibility verification has been recorded for the current benefit year
- Flag patients whose eligibility status is blank, expired, or older than 30 days
Done when Every patient on tomorrow's schedule has been reviewed and those needing eligibility checks are identified.
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2
Google Sheets - log pending eligibility checks
google.com
WebRun opens Google Sheets to log pending eligibility checks. - Open the Eligibility Check tracker sheet
- Add a new row for each patient requiring a check with name, appointment time, insurance payer, and member ID
- Update the status to 'Pending' so billing staff can mark each one complete as they verify
Done when All patients needing an eligibility check are logged in the tracker with their insurance details.
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3
Slack - alert the billing team
slack.com
WebRun opens Slack to alert the billing team. - Post a Slack message to the billing channel listing the number of patients needing eligibility verification and their appointment times
- Flag any patients with a payer known to have a longer verification turnaround as high priority
- Include a link to the tracker sheet for quick access
Done when The billing team has a Slack alert with the day's eligibility check work list.
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
Does it run the eligibility check automatically with the payer?
No. WebRun surfaces which patients need a check and logs them for your billing team. The actual real-time eligibility verification is run by your staff, since it requires direct payer access and clinical context.
How does it decide when an eligibility check is current enough?
It uses a threshold you define, typically 30 days. Any patient whose last verification is older than that threshold, or who has never been verified, is added to the work list.
What if a patient has no insurance on file in Tebra?
Those patients are flagged separately in the sheet with a note that insurance information is missing, so staff can contact them before the appointment to collect coverage details.
Related templates
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