Automated WebPT Speech Therapy Patient Balance Reminders
Every Monday, WebRun opens WebPT, finds patients with an outstanding balance older than 30 days, drafts a polite balance reminder email for each, and saves every draft to Gmail for your front desk to review and send. No message is sent without human approval.
How do I automatically draft patient balance reminders for my speech therapy practice?
WebRun opens WebPT every Monday, finds patients with outstanding balances aged 30 days or more, and drafts a polite balance reminder email for each in Gmail for your front desk to review. No message is sent without human approval, keeping every patient communication compliant and on-brand.
- No aging patient balance goes unaddressed each week
- Front desk reviews ready-to-send drafts instead of writing from scratch
- Patients on payment plans are automatically excluded from reminders
Built for speech therapy front desk staff · SLP practice managers · therapy billing teams · outpatient rehab clinics
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.webpt.com/loginin a real browser with your saved login - no setup, no API keys. -
1
WebPT - find patients with balances older than 30 days
webpt.com
WebRun opens WebPT to find patients with balances older than 30 days. - Open WebPT and navigate to the patient balance report
- Filter for outstanding patient-responsibility balances aged 30 days or more
- Capture patient name, balance amount, date of last statement, and email address on file
- Skip patients who have a payment plan already active
Done when Every patient with a balance aged 30-plus days and no active payment plan is identified.
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2
Gmail - draft balance reminder emails for staff review
gmail.com
WebRun opens Gmail to draft balance reminder emails for staff review. - Draft a polite, on-brand balance reminder email for each patient
- Include the outstanding amount, the date of service, and a payment link or phone number
- Save every email as a Gmail draft for your front desk to review before sending. Do not send any email automatically.
Done when A reviewed, ready-to-send draft is queued in Gmail for every patient with an outstanding balance.
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 automatically?
No. Patient balance messages are draft-not-do. WebRun saves every reminder as a Gmail draft for your front desk to review and approve before sending. No email goes out without a human pressing send.
What does the reminder say?
A short, courteous note with the outstanding amount, the date of service, and a way to pay or call the office. Provide WebRun with your practice's preferred tone and it will match your voice.
Will it reminder patients who are already on a payment plan?
No. WebRun checks WebPT for active payment plans and skips those patients, so only balances with no current arrangement receive a draft reminder.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.