Chase outstanding patient balances from telehealth visits
Every Monday, WebRun opens Stripe to find overdue patient balances from telehealth visits, verifies the original visit in Doxy.me, drafts a polite payment reminder in Gmail for staff review, and logs each chase attempt in Google Sheets.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue patient balances from telehealth visits?
Every Monday, WebRun checks Stripe for overdue telehealth patient balances, confirms each visit in Doxy.me, and drafts a polite payment reminder in Gmail for staff to approve before sending. Every chase attempt is logged in Google Sheets with the amount, days overdue, and a priority flag.
- Overdue balances are flagged and chased every Monday without manual list-building
- Patients with balances over $200 are prioritized for staff review
- Staff spend minutes approving drafts instead of hours writing reminders
Built for telehealth billing teams · virtual care practice managers · independent telehealth providers · multi-specialty 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
dashboard.stripe.comin a real browser with your saved login - no setup, no API keys. -
1
Stripe - find overdue patient balances
stripe.com How to Automate Stripe
WebRun opens Stripe to find overdue patient balances. - Open Stripe and filter for unpaid or past-due patient invoices
- Capture patient name, email, invoice amount, original due date, and days overdue
- Skip any invoice already chased within the last 7 days
Done when Every overdue patient balance is listed with contact and invoice details.
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2
Doxy.me - verify visit details
doxy.me How to Automate Doxy.me
WebRun opens Doxy.me to verify visit details. - Open Doxy.me and look up the visit tied to each outstanding invoice
- Confirm the visit date, provider name, and service type
- Note any visit that was disputed or rescheduled
Done when Each overdue balance is matched to its Doxy.me visit record.
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3
Gmail - draft payment reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder. - Draft a polite, on-brand payment reminder email for each patient
- Include the visit date, amount owed, and a Stripe payment link
- Save as a draft for staff to review before sending - do not send automatically
Done when A Gmail draft reminder exists for every overdue patient balance.
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4
Google Sheets - log chase attempt
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log chase attempt. - Add a row to the Balance Chase Log with patient name, amount, days overdue, and draft-ready status
- Flag any balance over $200 for priority review
- Mark the date of this chase attempt
Done when Every chased balance is recorded in Google Sheets with date and status.
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 email patients about their balance without my approval?
No. Every payment reminder is saved as a Gmail draft for your staff to review and approve before sending. No message to a patient goes out automatically.
How does it know which visit the balance is for?
It cross-references the Stripe invoice with the Doxy.me visit record to confirm the date, provider, and service type, so reminders are accurate and specific.
What happens with balances that have already been paid?
It reads live invoice status in Stripe each Monday, so any balance marked paid since the last run is skipped automatically and no reminder is drafted.
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