Automated Elation Copay Assistance Renewal Tracking
On the first Monday of each month, WebRun opens Elation, identifies rheumatology patients enrolled in biologic copay assistance programs with renewals due in the next 60 days, logs each case to Google Sheets with enrollment details, and posts an alert to the financial counselor.
How do I automatically track rheumatology copay assistance program renewals?
WebRun opens Elation on the first Monday of each month, finds rheumatology patients whose biologic copay assistance enrollments expire in the next 60 days, and logs each case to Google Sheets with program details and priority flags. Financial counselors start the month with a complete renewal tracker so no patient loses cost support due to a missed re-enrollment deadline.
- No patient loses biologic cost support due to a missed renewal deadline
- Financial counselors start each month with a complete, prioritized renewal list
- 30-day urgent cases are flagged automatically so re-enrollment stays on track
Built for rheumatology financial counselors · rheumatology practice managers · patient assistance 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
app.elationhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Elation - find expiring copay assistance enrollments
- Open Elation and navigate to patient records for active rheumatology biologic patients
- Check notes and care plan documentation for recorded copay assistance program enrollment and expiry dates
- Identify patients whose copay assistance expires within the next 60 days
- Capture patient name, biologic name, program name, and expiry date
Done when All patients with copay assistance expiring in 60 days are captured with enrollment details.
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2
Google Sheets - log renewal tracker and flag urgent cases
google.com
WebRun opens Google Sheets to log renewal tracker and flag urgent cases. - Open the copay assistance renewal tracker sheet
- Append a row for each expiring enrollment with patient name, biologic, program, and expiry date
- Flag enrollments expiring within 30 days in the priority column
- Add a renewal status column for the financial counselor to track outreach progress
Done when The tracker sheet is updated with all expiring copay assistance cases, prioritized and ready for financial counselor action.
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 the copay assistance program or the patient on its own?
No. WebRun builds the renewal tracker for the financial counselor. All outreach to the patient or the program is done by staff after reviewing the list, so no patient or financial information is shared externally without approval.
Where does it find the copay assistance expiry information?
It reads notes, care plan entries, and documented program details in Elation patient records where financial counselors typically record enrollment dates and program names. If records are missing this data, the patient will not appear on the list.
What if a patient's income or insurance changes and they no longer qualify?
WebRun flags the patient for renewal outreach but does not make eligibility determinations. The financial counselor reviews each case and confirms eligibility with the assistance program before submitting a renewal.
Related templates
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