Chase overdue patient balances before they become write-offs
Every Monday, WebRun opens ChiroTouch, finds patients with outstanding balances, ranks them by amount and age, drafts a polite payment reminder in Gmail for each, and posts the front desk a Slack chase list so the highest balances are worked first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue patient balances at a chiropractic clinic?
Every Monday, WebRun opens ChiroTouch and finds all patients with balances overdue by 30 or more days. It ranks them by amount and age, drafts a tone-matched payment reminder in Gmail for each, and posts a ranked chase list to Slack so billing staff work the highest balances first with one-click-ready drafts.
- Overdue balances are chased weekly so receivables age less and write-offs decrease
- Payment reminder tone scales with balance age so messages are appropriate and effective
- Staff start Monday with a ranked list instead of manually searching patient accounts
Built for chiropractic billing staff · chiropractic office managers · solo and multi-provider chiro practices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
chirotouch.comin a real browser with your saved login - no setup, no API keys. -
1
ChiroTouch - find patients with outstanding balances
chirotouch.com
WebRun opens ChiroTouch to find patients with outstanding balances. - Open ChiroTouch and navigate to patient account balances
- Filter for patients with a balance outstanding for 30 days or more
- Capture each patient's name, balance amount, oldest charge date, and contact details
- Segment balances into bands: 30 to 60 days, 61 to 90 days, and over 90 days
Done when All patients with overdue balances are listed with amounts, ages, and contact details.
-
2
Gmail - draft payment reminder per patient
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder per patient. - Draft a polite, personalised payment reminder for each patient referencing their balance amount
- Adjust the tone by age band: friendly nudge at 30 to 60 days, firmer at 61 to 90 days, formal at over 90 days
- Leave every draft unsent in Gmail for staff review and approval
- Never send a payment message to a patient without staff sign-off
Done when A Gmail payment reminder draft is ready for each overdue patient, waiting for staff approval.
-
3
Slack - post ranked balance chase list to staff
slack.com How to Automate Slack
WebRun opens Slack to post ranked balance chase list to staff. - Post the weekly balance chase list to the billing Slack channel
- Sort by balance amount, largest first, within each age band
- Note the Gmail draft status next to each patient and the total receivables at risk
Done when Billing staff have a ranked chase list in Slack with Gmail drafts ready for approval.
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 payment reminders to patients automatically?
No. Every payment reminder is saved as an unsent Gmail draft. Staff review and approve each one before it is sent. No patient receives a balance message without human approval.
How does it handle patients who have already paid this week?
WebRun reads live account balances from ChiroTouch each run, so patients who have cleared their balance since the last run are automatically excluded from the current chase list.
Can it skip patients on a payment plan arrangement?
Yes. Staff can flag accounts on formal payment plans in ChiroTouch and WebRun will skip those patients from the automated chase list each week.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.