Recap your program revenue every month
On the first business day of each month, WebRun opens PatientNow, pulls every program enrollment, package sold, and payment recorded in the prior month, builds a revenue breakdown by program tier and payment type in a Google Sheet, and emails you a recap comparing this month's numbers to the month before.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically recap my medical weight loss clinic's monthly revenue?
WebRun pulls every program enrollment and payment from PatientNow at the start of each month, grouping revenue by program tier and payment type in a Google Sheet. It calculates the change versus the prior month and emails you a recap that calls out the top performing tier and anything trending down, so you always know how the practice performed.
- Owners see revenue by program tier without pulling a manual report
- Downward trends surface the first week of the month, not at quarter end
- Enrollment, renewal, and cancellation counts are tracked automatically every month
Built for medical weight loss clinics · GLP-1 clinics · clinic owners · practice partners
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
app.patientnow.comin a real browser with your saved login - no setup, no API keys. -
1
PatientNow - pull the month's enrollments and payments
patientnow.com How to Automate PatientNow
WebRun opens PatientNow to pull the month's enrollments and payments. - Open PatientNow and pull every program enrollment and payment recorded in the prior calendar month
- Group revenue by program tier, such as a 3, 6, or 12 month GLP-1 protocol
- Separate cash pay, insurance, and membership revenue
- Count new enrollments, renewals, and cancellations for the month
Done when Every enrollment and payment from the prior month is captured and categorized by program tier and payment type.
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2
Google Sheets - build the revenue breakdown
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the revenue breakdown. - Open the monthly revenue tracker sheet
- Add this month's totals by program tier and payment type as a new column
- Calculate the change versus the prior month in dollars and percent
- Update the new enrollment, renewal, and cancellation counts
Done when The revenue tracker reflects this month's totals, trend versus last month, and enrollment counts.
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3
Gmail - email you the recap
gmail.com How to Automate Gmail
WebRun opens Gmail to email you the recap. - Draft a recap summarizing total revenue, the top performing program tier, and the change versus last month
- Call out any program tier or payment type trending down so it's easy to spot early
- Send the recap to you and any partners on your internal distribution list
Done when You have this month's revenue recap in your inbox with the trend clearly called out.
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 touch billing or charge any patient?
No. It only reads enrollment and payment records already in PatientNow to build a summary. It never charges a card, issues a refund, or changes a patient's billing.
How are program tiers grouped?
By the protocol length on file in PatientNow, typically 3, 6, and 12 month GLP-1 programs. Tell WebRun your practice's actual tier names and it will match them.
Who receives the recap?
Only the internal distribution list you set, typically the owner and any partners. It's an internal financial summary, not something shared with patients or the public.
Related templates
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