Automated Monthly Practice Billing Report
On the first business day of each month, WebRun opens CollaborateMD, pulls the prior month's charges, collections, claim acceptance rate, denial rate, and days in AR for each client practice, compiles the data into a formatted Google Sheets report, and drafts a personalized summary email to each practice contact for your team to review and send.
How do I automatically generate and send monthly billing reports to client practices?
On the first business day of each month, WebRun opens CollaborateMD, pulls charges, collections, acceptance rates, denial rates, and days in AR for every client practice, and compiles a formatted Google Sheets report. It drafts a personalized summary email for each practice contact, which your team reviews and approves before sending.
- Every client practice receives a consistent, data-backed monthly report without manual report-pulling
- Month-over-month and year-over-year trends are calculated automatically so no comparison is missed
- Every client email is personalized and reviewed before sending
Built for medical billing companies · RCM account managers · billing company client success teams · outsourced billing practices
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.collaboratemd.comin a real browser with your saved login - no setup, no API keys. -
1
CollaborateMD - pull prior month metrics per practice
collaboratemd.com
WebRun opens CollaborateMD to pull prior month metrics per practice. - Open CollaborateMD and run the monthly summary report for each active client practice for the prior month
- Capture total charges, total collections, collection rate, claim first-pass acceptance rate, denial rate by reason code, days in AR, and net new AR for each practice
- Note any month-over-month change flag for metrics that moved more than 5 percentage points
Done when All key billing metrics for the prior month are captured for every active client practice.
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2
Google Sheets - compile and format monthly report
google.com
WebRun opens Google Sheets to compile and format monthly report. - Add a new monthly tab to the master reporting sheet for each practice with the captured metrics
- Calculate month-over-month and year-over-year comparisons for charges and collections
- Generate a top-denial-reasons table for each practice showing the three most frequent denial codes
- Color-code any metric outside the target range to make issues visible at a glance
Done when Each client practice has a fully populated monthly report tab in Google Sheets with comparisons and flags.
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3
Gmail - draft report email to each practice contact
gmail.com
WebRun opens Gmail to draft report email to each practice contact. - For each client practice, draft a personalized monthly summary email addressed to the practice contact or administrator
- Include the key metrics, a brief narrative of notable changes, and a link to the full Google Sheets report
- Save each draft without sending so your team can review, add personal context, and approve before sending
- Do not send any client communication without team review and approval
Done when A Gmail draft monthly report email exists for every client practice, ready for team review.
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 practice clients without my team reviewing first?
No. Every monthly report email is saved as a Gmail draft. Your team reviews the data, adds personal context, and approves each email before it is sent to a practice contact.
Which metrics does the monthly report include?
Total charges, total collections, collection rate, first-pass claim acceptance rate, denial rate with top denial codes, days in AR, and month-over-month changes. You can configure which metrics to include.
What if a practice's data in CollaborateMD is not yet final at month end?
It runs on the first business day of the month to allow for late postings. If you have a specific close date, you can shift the schedule to run on that day instead.
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