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For infusion center directors, infusion revenue cycle leaders & hospital outpatient infusion finance

See your infusion center's payer mix at the start of every month

On the first Monday of each month, WebRun opens WeInfuse's reporting module, pulls the prior month's claims by payer, calculates each payer's share of total appointment volume and billed revenue, and writes a payer mix summary to Google Sheets for leadership and revenue cycle review.

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14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 WeInfuse pull prior month claims and appointment data by payer
2 Google Sheets write monthly payer mix report by volume and revenue
Run a sample
In short

How can I automatically generate a monthly payer mix report for my infusion center?

On the first Monday of each month, WebRun opens WeInfuse's reporting module, pulls the prior month's claims grouped by payer, and calculates each payer's share of appointment volume and billed revenue. The breakdown is written to Google Sheets with month-over-month shift highlights so leadership can track payer mix trends without a manual data pull.

  • Leadership sees a clean payer mix report each month with no manual data pull
  • Payer shifts greater than five percentage points are highlighted automatically
  • Trend data accumulates month over month for strategic planning

Built for infusion center directors · infusion revenue cycle leaders · hospital outpatient infusion finance · oncology practice administrators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.weinfuse.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    WeInfuse - pull prior month claims and appointment data by payer
    weinfuse.com How to Automate WeInfuse
    WebRun in WeInfuse: pull prior month claims and appointment data by payer
    WebRun opens WeInfuse to pull prior month claims and appointment data by payer.
    • Open WeInfuse and navigate to Reporting and Analytics
    • Set the date range to the prior calendar month
    • Pull claim totals and appointment counts grouped by payer
    • Capture total billed revenue and appointment volume for each payer
    • Calculate each payer's percentage share of total volume and revenue

    Done when The prior month's payer breakdown by appointment volume and billed revenue is collected and calculated.

  3. 2
    Google Sheets - write monthly payer mix report by volume and revenue
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: write monthly payer mix report by volume and revenue
    WebRun opens Google Sheets to write monthly payer mix report by volume and revenue.
    • Append a new monthly row to the payer mix summary tab with the report month and overall totals
    • Fill the payer-by-payer breakdown table with volume share and revenue share percentages
    • Highlight any payer whose revenue share shifted more than five percentage points from the prior month

    Done when This month's payer mix report is written to Google Sheets and ready for leadership review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.weinfuse.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Payer mix report · Google Sheets
OutputWhat each run produces - A monthly Google Sheets payer mix report showing each payer's share of appointment volume and billed revenue, with month-over-month shift highlights.
Spreadsheet
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does the report include patient-level billing details or PHI?

No. The report contains only aggregated payer totals: appointment counts, revenue amounts, and percentage shares. No patient names, diagnoses, or individual claim details are included.

Why does it run on Monday rather than exactly the first of the month?

It runs on the first Monday of the month to ensure the prior month's claims have had a few days to post and settle in WeInfuse. You can adjust the schedule in your run settings if your billing close cycle differs.

Can it track payer mix trends over multiple months?

Yes. Each month's data is appended as a new row in the same Google Sheet, so you can build trend charts directly in Sheets to see how your payer mix evolves over time.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.