Chase patient balances with sliding-fee-aware reminder drafts
Every Monday, WebRun pulls patient balances from Azara DRVS, checks each patient's sliding-fee tier, cross-references the balance in QuickBooks, and drafts a polite balance-due reminder in Gmail with the correct sliding-fee amount, held for billing staff to review and approve before any message reaches a patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can an FQHC automatically draft patient balance reminders that account for sliding-fee tiers?
WebRun pulls outstanding patient balances from Azara DRVS every Monday, verifies each amount in QuickBooks, and drafts a courteous balance reminder in Gmail using each patient's sliding-fee-adjusted amount. Billing staff review and approve every draft before it reaches a patient, ensuring accuracy and keeping all communications under human control.
- Sliding-fee-accurate balance drafts ready each Monday without manual data pulls
- No patient receives a balance email until billing staff have reviewed and approved it
- Patients on payment plans are automatically skipped every run
Built for FQHCs · community health centers · billing departments · revenue cycle teams
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
app.azarahealthcare.comin a real browser with your saved login - no setup, no API keys. -
1
Azara Healthcare - pull patient balances and fee tiers
azarahealthcare.com How to Automate Azara Healthcare
WebRun opens Azara Healthcare to pull patient balances and fee tiers. - Open Azara DRVS and run the patient balance report filtered for balances over $5 and older than 30 days
- Capture each patient's account balance, sliding-fee discount tier, and most recent visit date
- Skip patients with an active payment plan already in place
Done when Every patient with an actionable outstanding balance and their sliding-fee tier is listed.
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2
QuickBooks - verify outstanding balance and account status
- Look up each patient account in QuickBooks to verify the outstanding balance matches
- Note any unapplied payments or credits that would reduce the balance owed
- Flag accounts with a balance over $500 for senior billing staff review before drafting
Done when Each balance is verified in QuickBooks and high-balance accounts are flagged.
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3
Gmail - draft sliding-fee-aware balance reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft sliding-fee-aware balance reminders. - Draft a courteous balance-due email for each patient using the verified, sliding-fee-adjusted amount
- Include the original charge, the sliding-fee discount applied, and the amount owed
- Save each email as a Gmail draft; do not send until billing staff review and approve
Done when A reviewed Gmail draft exists for every actionable patient balance.
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 email patients directly about their balance?
No. Every balance reminder is saved as a Gmail draft and held for billing staff review. Nothing is sent to a patient until a team member approves the message.
How does it handle sliding-fee discount tiers?
It reads each patient's sliding-fee tier from Azara DRVS and uses the discounted amount in the draft, so patients are never asked to pay more than their approved tier requires.
What happens to patients already on a payment plan?
They are skipped automatically each run, so only patients without an active arrangement receive a reminder draft.
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