AdvancedMD Urology Membership Revenue Monthly Report
On the first Monday of each month, WebRun opens AdvancedMD, tallies active urology membership and wellness plan enrollments, checks for lapsed or failed payments, reconciles expected monthly recurring revenue against actual collections, and posts a summary report to Google Sheets for practice leadership.
How do I automatically generate a monthly urology membership revenue report from AdvancedMD?
WebRun opens AdvancedMD at the start of each month, counts active urology membership enrollments, identifies payment failures, and reconciles expected monthly recurring revenue against actual collections. The results post to a Google Sheets report with trend rows and a variance flag so practice leadership always knows where membership revenue stands without manually pulling billing reports.
- Practice leadership sees enrollment count and revenue variance on the first Monday of every month
- Failed membership payments are identified before they compound across multiple months
- A growing trend table shows month-over-month membership growth without manual spreadsheet work
Built for urology practice owners · urology practice managers · urology finance staff · urology practices
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 - tally active memberships and flag lapsed or failed payments
advancedmd.com
WebRun opens AdvancedMD to tally active memberships and flag lapsed or failed payments. - Open AdvancedMD and navigate to the membership and wellness plan enrollment section
- Count total active enrollments by plan type
- Identify any memberships with a lapsed or failed payment in the current month
- Calculate expected monthly recurring revenue based on active enrollment counts and plan fees
- Compare expected revenue to actual collections for the month in the billing module
- Note the number of new enrollments and cancellations since the prior month
Done when Active enrollment count, expected revenue, actual collections, payment failures, and month-over-month changes are all captured.
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2
Google Sheets - post monthly recurring revenue reconciliation report
google.com
WebRun opens Google Sheets to post monthly recurring revenue reconciliation report. - Post the monthly recurring revenue report to the urology practice metrics sheet with enrollment count, expected revenue, actual collections, variance, and payment failure count
- Add a trend row comparing the current month to the prior three months
- Flag any month with a variance greater than 10% for leadership review
Done when The Google Sheet contains this month's membership revenue report with trend data and variance flag.
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 charge or contact members with failed payments automatically?
No. WebRun reports on failed payments in the Google Sheet but does not retry charges or contact members on its own. All payment recovery actions are handled by billing staff after reviewing the report.
What types of memberships does it track?
It tracks any recurring membership or wellness plan type set up in AdvancedMD, whether annual, monthly, or multi-tier. The report breaks down enrollment counts by plan type so leadership can see which plans are growing.
How far back does the trend data go?
Each monthly report appends to the same Google Sheet, so trend rows build over time. After three months of data the report automatically shows a three-month rolling comparison.
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