PointClickCare Automated Eligibility Verification Worklist
Every weekday, WebRun opens PointClickCare, finds residents admitted in the last 48 hours or pending admission in the next three days whose insurance eligibility has not been confirmed, logs each with payer and contact details to a Google Sheet, and posts a verification worklist to the billing team in Slack so no claim goes out on unverified coverage.
How can a skilled nursing facility automatically identify and track unverified insurance eligibility for new admissions?
Every weekday, WebRun opens PointClickCare and finds residents admitted in the last 48 hours or pending admission within three days whose insurance eligibility has not been verified. It logs each unverified account with payer and policy details in a Google Sheet and posts a prioritized worklist to the billing team in Slack so no claim is submitted on unconfirmed coverage.
- Every new admission has an eligibility verification prompt on the same day of or before admission
- High-priority already-admitted unverified accounts are flagged before claims are submitted
- Verified accounts drop off the worklist automatically on the next morning run
Built for skilled nursing billing teams · SNF admissions coordinators · long-term care business office staff · SNF revenue cycle managers
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
pointclickcare.comin a real browser with your saved login - no setup, no API keys. -
1
PointClickCare - find new and pending admissions with unverified eligibility
pointclickcare.com
WebRun opens PointClickCare to find new and pending admissions with unverified eligibility. - Open PointClickCare and navigate to the admissions or census section
- Filter for residents admitted within the last 48 hours or with a scheduled admission in the next three days
- Identify any resident whose insurance eligibility status is not marked as verified
- Capture resident name, payer name, policy number, admission date, and assigned billing contact
Done when All new and upcoming admissions with unverified eligibility are captured with payer and policy details.
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2
Google Sheets - log unverified accounts with payer and admission details
google.com
WebRun opens Google Sheets to log unverified accounts with payer and admission details. - Open the eligibility verification worklist Google Sheet
- Append a row for each unverified resident with payer, policy number, admission date, and status of Needs Verification
- Flag residents already admitted whose eligibility is still unverified as High Priority
Done when The worklist shows all unverified accounts with priority flags for already-admitted residents.
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3
Slack - post eligibility verification worklist to billing team
slack.com
WebRun opens Slack to post eligibility verification worklist to billing team. - Post a Slack message to the billing team with a count of accounts needing verification
- List the High Priority cases (already admitted, unverified) first with payer and admission date
- Include a link to the full Google Sheet worklist for the complete list
Done when The billing team has today's eligibility verification worklist in Slack with high-priority cases first.
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 verify eligibility with the payer automatically?
No. WebRun identifies which accounts still need verification and builds the worklist. Your billing team contacts the payer or uses your eligibility portal to complete verification. This prevents unreviewed eligibility transactions from being submitted.
Which payers does it flag for verification?
It flags all payers whose eligibility status in PointClickCare is not marked as verified, including Medicare, Medicaid, Medicare Advantage, and commercial plans. You can limit it to specific payer types if needed.
What happens once eligibility is verified in PointClickCare?
The next morning run reads the updated status. Residents whose eligibility has been verified will not appear on the worklist again, so the list stays current without any manual cleanup.
Related templates
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