Catch completed treatment that never got billed
Every evening, WebRun opens Dentrix, runs the Procedures Not Attached to Insurance report for insured patients with completed treatment and no claim, writes each one into a Google Sheet, and posts the billing team a Slack worklist so nothing goes unbilled overnight.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I catch completed dental procedures that were never billed?
Every evening, WebRun opens Dentrix and runs the Procedures Not Attached to Insurance report to find insured patients with completed treatment and no claim. It writes each procedure, provider, and fee into a Google Sheet, totals the unbilled value, and posts the billing team a Slack worklist so nothing goes unbilled overnight.
- Completed treatment with no claim is caught the same evening, not weeks later
- The total unbilled value is clear, so nothing slips through quietly
- Claims go out promptly instead of revenue sitting unclaimed in the Ledger
Built for dental practices · dental billing teams · office managers · insurance coordinators
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
www.dentrix.comin a real browser with your saved login - no setup, no API keys. -
1
Dentrix - find unbilled completed procedures
dentrix.com
WebRun runs the Dentrix Procedures Not Attached to Insurance report. - Open Dentrix and from the Office Manager run the Procedures Not Attached to Insurance report for today
- Pull insured patients with completed procedures that have no claim created from the Ledger
- Capture the patient, the procedure, the provider, and the fee for each
Done when Every insured patient with completed but unbilled treatment today has been listed.
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2
Google Sheets - build the unbilled worklist
google.com How to Automate Google Sheets
WebRun writes each unbilled completed procedure into the Google Sheets worklist. - Open the unbilled worklist in Google Sheets and add a dated row for each procedure
- Record the patient, procedure, provider, fee, and the date completed
- Total the unbilled value for the day so the size of the gap is clear
Done when Today's completed-but-unbilled procedures are all logged in Google Sheets.
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3
Slack - alert the billing team
slack.com How to Automate Slack
WebRun posts the day's unbilled-procedure worklist to Slack. - Post the billing team a short worklist of completed procedures with no claim today
- Note the total unbilled value so the priority is obvious
- Link the Google Sheets worklist so each one can be reviewed in the Ledger
Done when The billing team has today's unbilled-procedure worklist in Slack.
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 create or send claims on its own?
No. WebRun only reads the Procedures Not Attached to Insurance report and builds a worklist. It never creates a claim, edits the Ledger, or bills a carrier. The billing team reviews each one and decides what to submit.
How does it know what is unbilled?
It runs the Procedures Not Attached to Insurance report in Dentrix, which shows insured patients with completed procedures that have no claim created from the Ledger, and captures the patient, procedure, provider, and fee.
Why run it at the end of the day?
Catching unbilled procedures the same evening means treatment completed today is queued for billing tomorrow morning, so claims go out promptly and revenue is not left sitting unclaimed in the Ledger.
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