Draft patient balance reminders before they become collections problems
Every Monday, WebRun opens OPIE Software, finds patients with outstanding balances past their due date, drafts a polite, on-brand payment reminder for each one, and saves the drafts in Gmail for a staff member to review and approve before any message reaches a patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft patient balance reminders from OPIE Software?
WebRun opens OPIE Software every Monday, finds patients with balances past 30 days, and drafts a polite payment reminder for each one in Gmail. Every draft waits for staff review before reaching a patient, so your billing team reduces outstanding balances with consistent outreach while keeping full control over every message that goes out.
- Overdue balances get a consistent weekly reminder without manual drafting
- Staff review every message before it reaches a patient, protecting the practice-patient relationship
- Patients on payment plans are never accidentally contacted
Built for O&P billing coordinators · practice managers · prosthetics and orthotics front-office staff
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.opiesoftware.comin a real browser with your saved login - no setup, no API keys. -
1
OPIE Software - find overdue patient balances
opiesoftware.com How to Automate OPIE Software
WebRun opens OPIE Software to find overdue patient balances. - Open OPIE Software and navigate to the patient billing section
- Filter for patient balances that are overdue by 30 days or more
- Capture patient name, balance amount, days overdue, and contact email for each
- Skip any patient currently in an active payment plan or with an open dispute flag
Done when Every overdue patient balance is listed with amount, days overdue, and contact information.
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2
Gmail - queue payment reminder drafts for approval
gmail.com How to Automate Gmail
WebRun opens Gmail to queue payment reminder drafts for approval. - Draft a polite, professional payment reminder for each patient naming the balance and due date
- Include a note about contacting the office if they have questions or need a payment plan
- Save each message as a Gmail draft marked for billing staff review. Do not send without approval
- Flag drafts with large balances for priority review
Done when One Gmail draft exists per overdue patient, queued for staff review before any outreach is sent.
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 send payment reminder emails to patients on its own?
No. Every balance reminder is saved as a Gmail draft and requires a staff member to review and send it. Patient billing messages are never sent automatically without human approval.
Will it contact patients who are already on a payment plan?
No. WebRun checks OPIE for active payment plan flags before adding anyone to the list, so patients with arrangements in place are automatically skipped.
Can I change the overdue threshold from 30 days?
Yes. Tell WebRun to flag balances at 15, 30, 45, or 60 days and it will apply that threshold each Monday when reviewing OPIE.
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