AdvancedMD Automated Urology Balance Reminder Drafts
Every Monday, WebRun opens AdvancedMD, finds urology patients with outstanding patient-responsibility balances, drafts a polite balance reminder for each, stages the drafts for staff review, and posts a Slack summary showing total balance exposure and how many reminders are waiting for approval.
How do I automatically draft patient balance reminders for my urology practice?
WebRun reviews AdvancedMD every Monday for urology patients with patient-responsibility balances outstanding more than 30 days and drafts a polite reminder for each. All drafts are staged for staff approval before sending. A Slack summary shows total exposure and top balances so the billing team can prioritize without digging through the system.
- Staff start each week with ready-to-approve balance reminder drafts, not a blank page
- No balance reminder reaches a patient without a staff member reviewing it first
- Billing managers see total dollar exposure in Slack without opening the billing system
Built for urology billing staff · urology office managers · urology practices · healthcare revenue cycle teams
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
login.advancedmd.comin a real browser with your saved login - no setup, no API keys. -
1
AdvancedMD - find outstanding patient balances and draft reminders
advancedmd.com
WebRun opens AdvancedMD to find outstanding patient balances and draft reminders. - Open AdvancedMD and navigate to patient account balances for urology
- Filter for patient-responsibility balances outstanding more than 30 days
- Sort by balance amount, largest first
- Draft a polite, on-brand balance reminder for each patient, referencing the specific amount and the option to pay via the patient portal
- Stage each draft for staff review inside AdvancedMD. Do not send without approval
- Skip patients currently on a payment plan or with a balance dispute on record
Done when All outstanding patient balances older than 30 days have a draft reminder staged for staff approval.
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2
Slack - notify staff of drafts staged for review
slack.com
WebRun opens Slack to notify staff of drafts staged for review. - Post a Slack summary to the urology billing channel with total number of draft reminders, total dollar exposure, and the three largest balances
- Note how many reminders are newly staged this week versus carried over from last week
Done when Billing staff see this week's balance reminder queue summary in Slack.
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 messages directly to patients?
No. Every balance reminder is drafted and staged inside AdvancedMD for a staff member to review and approve before it is sent. Patient financial communications contain sensitive information and always require human sign-off.
What does the balance reminder say?
It references the specific outstanding amount, thanks the patient for their care, and includes a link to the AdvancedMD patient portal for easy online payment. The tone is polite and non-threatening. Staff can edit any draft before approving.
Does it handle patients on payment plans?
Yes. Patients with an active payment plan or a recorded balance dispute are skipped automatically each run, so you never accidentally remind someone who is already paying or contesting a charge.
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