Automated Elation Rheumatology Balance Reminder Drafts
Every Monday, WebRun opens Elation, finds rheumatology patients with open patient-responsibility balances over 30 days, drafts a polite balance reminder for each, and posts the full list to Slack for the billing team to review and send.
How do I automatically prepare patient balance reminders for a rheumatology practice?
WebRun opens Elation every Monday, finds rheumatology patients with outstanding balances over 30 days, and drafts a polite reminder for each. The full queue is posted to Slack for billing team review, and no reminder reaches a patient without a staff member approving it first, keeping financial communications compliant and accurate.
- Billing team starts Monday with a full balance reminder queue ready to review
- No patient receives a balance message without billing team approval
- 90-day balances are flagged automatically for priority collection action
Built for rheumatology billing teams · rheumatology practice managers · independent rheumatologists
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.elationhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Elation - find patients with outstanding balances
- Open Elation and navigate to the billing section
- Filter for rheumatology patients with patient-responsibility balances outstanding more than 30 days
- Capture patient name, balance amount, date of service, and days outstanding
- Draft a concise, polite balance reminder for each patient and hold it unsent for review
Done when Every qualifying patient has a drafted reminder in the queue and no message has been sent.
-
2
Slack - post balance reminder queue for billing review
slack.com
WebRun opens Slack to post balance reminder queue for billing review. - Post a summary of the balance reminder queue to the billing team Slack channel
- List total accounts, total outstanding amount, and highlight balances over 90 days
- Note that all reminders are in draft and require billing team approval before sending
Done when The billing team has the week's balance reminder queue summary in Slack and knows reminders are ready to review.
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 staff approval?
No. Every balance reminder is drafted and held in the queue. Nothing is sent to a patient until a billing team member reviews and approves it, ensuring accuracy and compliance before any financial message goes out.
Which balance age threshold triggers a reminder?
By default, WebRun flags balances outstanding more than 30 days. You can adjust this threshold during setup to match your practice's collection policy, and 90-day balances are always highlighted as high priority.
Does it include balances that are in a payment plan?
It captures all outstanding patient-responsibility balances shown in Elation. If a payment plan is in place and recorded in the billing system, staff can note that during review and exclude those accounts before sending.
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