How to Automate 1st Providers Choice

IMS from 1st Providers Choice covers the practice itself. Authorization Tracking, Eligibility Tracking and Referral Tracking hold the state of each case, Image management files the duplex study, and the CPT Code Advisor works the coding. The payer site that decides whether a vein gets treated sits outside all of it.

IMS arrives already shaped for one specialty

1st Providers Choice has been building practice management and EHR software since 1983, and the product it sells is IMS. What is unusual is the way it is sold. Instead of one chart for all of medicine there are more than forty specialty editions, each arriving with the templates, codes and reports of a single field in place, and the Vascular Surgery edition is the one a vein practice runs.

That specialty is a strange hybrid. A vein clinic is surgical, but very little about it resembles an operating theatre. Duplex ultrasound is the diagnostic, done in the building, on the same machine, by the same sonographer, often more than once for the same leg. Treatment is a course rather than an event: one vein, then another, then the other leg, weeks apart.

Some of that work is medically necessary and insured. Some of it is cosmetic and paid for by the patient directly. The chart has to hold both, and so does the schedule.

Preauthorization decides which legs get treated this month

The clinical judgement is rarely the slow part. Waiting for permission is.

A practice treating insured venous disease does very little without prior authorization, and the request is a small dossier: the duplex findings, the vein diameter and reflux time, a symptom score, and evidence that the patient has already been through a period of conservative therapy with compression. It goes out. Then it sits on a payer's website, and the only way to learn what became of it is for somebody at the front desk to sign in and look.

So somebody does, every morning, payer by payer, because next month's schedule is built out of those answers. The same person is also confirming that a plan is still active, working out which balances are owed on the cosmetic side, noticing that the surgeon who used to refer two patients a month has sent nobody since spring, and pulling the list of people due for an annual recheck.

The 1stproviderschoice.com homepage, the app these three jobs run in. 1st Providers Choice
Approvals found the morning they land Every outstanding request checked at the payer's own site overnight, sorted into ready to book, denied, and still waiting.
Second legs that never got booked Patients who finished one leg and stopped coming, listed with the date, so a course of treatment is completed rather than abandoned.
Rechecks that keep their own calendar Annual duplex studies due this quarter, ranked by how overdue, so surveillance does not depend on anyone remembering.

IMS tracks the authorization once the practice has it

The platform is not thin here, and the parts a vein practice reaches for most are worth setting up properly first.

Authorization Tracking, Eligibility Tracking and Referral Tracking are all built in, and between them they hold the state of every case: which authorization covers what, how many visits remain against it, where a referral came from. Image management brings images into the chart by scanning, faxing or saving from an external device, and Device integration imports recordings from health monitoring equipment, which is how an ultrasound ends up beside the note instead of in a folder on a shared drive.

The word carrying the weight in all of that is tracking. Authorization Tracking is a record of authorizations. It knows the number, the dates and the visits used, because a person typed them in. It does not open the payer's site on Tuesday morning and find out whether Monday's request was approved, denied or still sitting in review. Nothing inside IMS can, because that answer is not inside IMS.

The schedule can be built on what the payers decided overnight

A payer decides on Monday afternoon. The practice finds out on Thursday, when somebody has a spare twenty minutes.

Every outstanding request checked at each payer's own portal before the practice opens, sorted by what happened to it: approved and ready to book, denied with an appeal window counting down, or pending long enough that somebody should telephone. A patient's documented compression history set against what their plan asks for before the request is filed, so it goes out when it stands a chance rather than returning weeks later for a missing trial.

The people who had one leg treated and never came back for the second, listed with how long it has been. Annual duplex rechecks due this quarter, ranked by how overdue each is. Balances still owed on cosmetic packages, gathered with the treatment and the date attached rather than discovered at month end. Referring physicians ordered by how far their volume has fallen, so a relationship gets repaired while there is still one.

The boundary in a clinic does not move. Reading a payer's site, comparing what is documented against what is required, and building a list can all run unattended.

The clinic already knows what it is waiting for

None of that asks for a new system. It is the same logins the front desk already holds, worked in the same order, at an hour when the building is empty.

WebRun is an AI agent that drives a real Chrome browser, signed in as your own staff are, in a private environment of your own. Sessions are not shared between tools, and a workflow can be locked to an explicit list of domains, so it reaches the payer sites you named and nothing else. You can watch a run and stop it partway.

It reads and it prepares. No chart is edited, no claim is submitted, and nothing reaches a patient or a referring practice until a qualified person has approved it.

Each workflow below names the site it opens and what it leaves for you.

Questions people ask

Where does it get each payer's conservative therapy requirement from?

From whichever source your practice already trusts: the payer's own published medical policy page, or the notes your billing staff have built up over the years. It reads the source you point it at rather than carrying a rule set of its own, so nothing is assumed about a plan you have not shown it.

Can it book the patients whose approvals came through?

No. It brings you the approvals with the detail attached to each, ranked so the shortest windows come first. Putting a patient on the schedule commits a room, a sonographer and a physician, so that decision stays with your staff.

Duplex images and reports are the most sensitive thing we hold. Where do they go?

Nowhere new. Runs happen in a private environment of your own, signed in as your own staff, and a workflow is locked to the sites you named. Nothing out of a chart is uploaded, emailed or displayed anywhere it was not already.

12 ready-made 1st Providers Choice workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Treatment Package Balance Reminders
Each night, WebRun checks 1st Providers Choice for patients on a multi-session treatment package with a remaining balance, logs each one to Google Sheets, and drafts a friendly balance reminder email in Outlook ahead of their next scheduled session.
1st Providers ChoiceGoogle SheetsOutlook
Automated Vein Clinic Seasonal Promo Drafts
Each spring, WebRun finds past consult patients in 1st Providers Choice who never booked treatment, logs the candidate list to Google Sheets, and drafts a seasonal promo email in Outlook offering a free recheck before shorts season, left unsent for marketing review.
1st Providers ChoiceGoogle SheetsOutlook
Automated Referring Physician Update Drafts
Weekly, WebRun checks 1st Providers Choice for patients seen this week who came from a referring physician, and drafts a short case status update letter in Outlook for the treating physician to review, approve, and send back to the referrer.
1st Providers ChoiceOutlook
Automated Vein Procedure Completion Reports
Each night, WebRun pulls the day's completed procedures from 1st Providers Choice, checks that before and after photos and physician notes are attached, and logs a completion report to Google Sheets flagging any chart missing a photo or sign-off.
1st Providers ChoiceGoogle Sheets
Automated Patient Testimonial Request Drafts
WebRun checks 1st Providers Choice each morning for patients whose procedure completed 6 weeks ago with a clean follow-up, and drafts a friendly testimonial request email in Outlook, left unsent for staff to personalize and send.
1st Providers ChoiceOutlook
Automated Vein Ultrasound Intake Summaries
Each morning, WebRun reviews new patients' Doppler ultrasound findings in 1st Providers Choice, summarizes the reflux and diameter results per leg, logs the summary to Google Sheets, and emails the treating physician a ready-to-read intake briefing before the consult.
1st Providers ChoiceGoogle SheetsOutlook
Automated Vein Clinic Monthly Revenue Recap
On the first business day of each month, WebRun pulls every completed procedure from 1st Providers Choice, totals revenue by procedure type such as sclerotherapy, EVLT, and ambulatory phlebectomy, and logs a clean monthly recap to Google Sheets for the practice owner.
1st Providers ChoiceGoogle Sheets
Automated Vein Procedure Rebooking Drafts
WebRun checks 1st Providers Choice each morning for yesterday's no shows and cancelled procedures, finds open slots on Google Calendar, and drafts a rebooking email in Outlook with two or three open times, left unsent for the front desk to review and send.
1st Providers ChoiceGoogle CalendarOutlook
Automated Lapsed Vein Patient Recheck Outreach
Weekly, WebRun finds patients in 1st Providers Choice who haven't visited in over a year, logs the list to Google Sheets, checks Google Calendar for open recheck slots, and drafts a personal outreach email in Outlook for staff to review and send.
1st Providers ChoiceGoogle SheetsGoogle Calendar
Automated Vein Clinic Preauthorization Alerts
WebRun checks 1st Providers Choice each morning for scheduled procedures whose insurance preauthorization is still pending, denied, or expiring, logs each one to Google Sheets, and emails your billing coordinator an Outlook alert so follow-up starts before the visit.
1st Providers ChoiceGoogle SheetsOutlook
Automated Vein Clinic Ultrasound Recheck Reminders
WebRun checks 1st Providers Choice each morning for patients due a follow-up or post-procedure surveillance ultrasound, confirms there's no appointment already on Google Calendar, and drafts a friendly reminder email in Outlook for the front desk to review and send.
1st Providers ChoiceGoogle CalendarOutlook
Automated Compression Stocking Follow-Ups
WebRun checks 1st Providers Choice each week for patients whose post-procedure compression stocking course is ending, and drafts a friendly follow-up email in Outlook asking about fit and whether a replacement pair is needed, left unsent for staff review.
1st Providers ChoiceOutlook

Want one of these running on your own 1st Providers Choice?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.