Manage credit-hold accounts before new cases cause friction
Every morning before production begins, WebRun opens Evident to identify all doctor accounts flagged on credit hold, checks the outstanding balance for each in QuickBooks, and posts a clear worklist to Slack showing the account name, balance owed, hold reason, and any new cases received overnight so your billing team can decide whether to proceed, pause, or call the account.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track dental lab credit-hold accounts and new cases each morning?
Every morning, WebRun checks Evident for doctor accounts on credit hold, confirms their outstanding balance in QuickBooks, and posts a Slack worklist sorted by urgency, with accounts that have new overnight cases listed first. Your billing team sees every hold situation before production begins and decides how to handle each one.
- Billing team sees all credit-hold accounts and new overnight cases before the day starts
- Accounts where the balance is cleared are flagged for fast hold release
- No new case is worked for a held account without a conscious human decision
Built for dental lab billing teams · dental lab owners · dental lab office managers
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
www.evidentdigital.comin a real browser with your saved login - no setup, no API keys. -
1
Evident - find doctor accounts on credit hold
- Open Evident and filter the customer list for accounts flagged on credit hold
- For each account, note the doctor name, practice, hold reason, and any cases received since yesterday
- Flag accounts with new cases received while on hold, as these need an immediate decision
Done when All credit-hold accounts are listed with their hold reason and any new overnight cases.
-
2
QuickBooks - check outstanding balance for each account
- Look up each credit-hold account's current outstanding balance in QuickBooks
- Note if any payments have been received since the hold was placed
- Flag accounts whose balance has dropped below the hold threshold
Done when Current outstanding balance is confirmed in QuickBooks for each credit-hold account.
-
3
Slack - post the credit-hold worklist
slack.com How to Automate Slack
WebRun opens Slack to post the credit-hold worklist. - Post the credit-hold worklist to the billing Slack channel
- Sort by accounts with new overnight cases first, then by balance owed
- Include account name, balance, hold reason, and new case count for each
Done when Billing team has today's credit-hold worklist in Slack before production begins.
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 pause cases or contact the doctor automatically?
No. WebRun surfaces the worklist to your billing team in Slack. The decision to hold a case, release a hold, or call the doctor is made by a person, not by WebRun.
What if an account has paid and should be taken off hold?
If QuickBooks shows the balance is cleared, the account is flagged in the worklist as a candidate to release. Your billing team makes the final call and updates the status in Evident.
Can it handle accounts with partial payments toward a credit hold balance?
Yes. QuickBooks shows the current outstanding balance after any partial payment, so the worklist reflects the real remaining balance rather than the original hold amount.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.