Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Medical billing
Automated Claim Rejection Resubmission Queue
WebRun pulls every claim rejected by the clearinghouse each day, groups rejections by error code, and builds a sorted resubmission queue in Google Sheets so your team corrects and resubmits before the day ends.
Medical billing
Automated Prior Authorization Tracker for Medical Billing
WebRun scans your active prior authorizations, flags any that are expiring or nearing their approved unit limit, and posts a daily tracker to Google Sheets and Slack so your team renews or escalates before a payer denies the claim.
Medical billing
Automated Payer Underpayment Flags for Medical Billing
WebRun compares each remittance payment against your contracted fee schedule, spots any payer that paid less than the contracted rate, and builds a flagged underpayment list so your team can dispute the variance.
Medical billing
Automated Patient Statement Drafts from AdvancedMD
WebRun pulls patient balances from your billing system, generates a clear statement for each patient, and queues every draft for your team to review before any statement is sent or mailed.
Medical billing
Automated Medical Billing Client Onboarding
When you sign a new client practice, WebRun sets up their profile in your billing system, creates the onboarding checklist, and drafts a welcome email with next steps for your account manager to review and send.
Medical billing
Automated Missing Charge Chaser for Medical Billing
WebRun compares your appointment log against submitted charges each day, spots encounters with no charge posted, and drafts a chaser message to the provider so nothing slips through unbilled.
Medical billing
Automated Patient Eligibility Verification Prep
WebRun pulls the next day's schedule, checks each patient's insurance details, flags any missing or expired coverage, and builds a verification prep list so your front-desk team can resolve issues before the patient arrives.
Medical billing
Automated Daily Medical Billing Collections Digest
WebRun pulls the previous day's payment activity from your billing system, calculates collections against charges by provider and payer, and posts a structured daily digest to Slack and Google Sheets so your team sees exactly where revenue stands.
Medical billing
Automated Provider Credentialing Expiry Tracker
WebRun monitors DEA certificates, malpractice policies, medical licenses, and payer enrollments for every provider, flags anything expiring in the next 90 days, and drafts renewal reminder messages for your credentialing team to review and send.
Medical billing
Automated Monthly Practice Billing Report
WebRun pulls the previous month's key metrics from your billing system for each client practice, assembles them into a structured report, and drafts a personalized email to each practice contact for your team to review and send.
Medical billing
Automated Medical Claim Denial Worklist
WebRun pulls every denied claim from your billing system, groups denials by reason code, and builds a prioritized worklist so your team clears the queue without missing a deadline.
Medical billing
Automated Medical Billing AR Follow-Up Drafts
WebRun reviews your accounts receivable aging report, identifies balances past 60 and 90 days by practice, and drafts follow-up messages to each practice contact for your team to review and send.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.