Flag patients who may qualify for financial assistance
Every Monday, WebRun opens NextGen, identifies oncology patients whose balance or coverage pattern suggests potential financial hardship, and adds each flagged patient to an Airtable base for your financial counselor to assess for copay assistance programs, manufacturer grants, or charity care.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically identify oncology patients who may qualify for financial assistance?
WebRun reviews your NextGen accounts receivable and insurance data every Monday, flags oncology patients whose balance or coverage suggests financial hardship, and adds each to an Airtable table for your financial counselor to assess. Counselors open the week with a clear list of patients to contact for copay assistance or charity care.
- Patients facing financial hardship are identified before bills become a barrier to care
- Financial counselor starts each week with a prioritized candidate list
- No balance outreach sent to patients without human approval
Built for oncology financial counselors · cancer center billing teams · oncology practice administrators
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
www.nextgen.comin a real browser with your saved login - no setup, no API keys. -
1
NextGen - identify patients with high balances or coverage gaps
nextgen.com How to Automate NextGen
WebRun opens NextGen to identify patients with high balances or coverage gaps. - Open NextGen and pull the accounts receivable and insurance summary for active oncology patients
- Flag patients with patient-responsibility balances above the configured threshold
- Flag patients whose insurance shows a high deductible or out-of-pocket maximum not yet met
- Note the balance amount, insurance type, and current treatment status for each flagged patient
Done when Every patient with indicators of potential financial toxicity is identified with balance and coverage details.
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2
Airtable - log flagged patients for financial counselor review
airtable.com How to Automate Airtable
WebRun opens Airtable to log flagged patients for financial counselor review. - Open the Financial Assistance Candidates table in Airtable
- Add a new record for each flagged patient with MRN, balance, coverage type, and flag reason
- Set the Status field to 'Needs Counselor Review' for each new entry
- Existing records already in review are left unchanged to avoid duplicating the counselor's workload
Done when All newly identified at-risk patients appear in Airtable with a Needs Counselor Review status.
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 contact patients about their balances?
No. Patient balance outreach involves PHI and must go through your financial counselor. WebRun only flags and logs; all patient communication is drafted and approved by a human before anything is sent.
What threshold triggers a flag?
You set the patient-responsibility threshold at setup. You can also configure it to flag specific insurance types or deductible levels, so the list reflects your practice's financial counseling criteria.
Does it apply for assistance programs automatically?
No. Submitting applications to copay assistance programs or charity care requires human judgment and patient consent. WebRun flags and organizes candidates; the counselor handles each application personally.
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