Turn rejected vision and medical claims into a prioritized worklist
Every morning, WebRun opens Eyefinity, finds vision and medical claims rejected or denied since yesterday, groups them by rejection reason, builds a prioritized Google Sheet worklist for your billing team, and posts a Slack summary so the team can start working the list immediately.
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How do I automatically track and prioritize rejected insurance claims in an optometry practice?
WebRun opens Eyefinity every morning and pulls every vision and medical claim rejected or denied since the previous day. It builds a Google Sheet worklist grouped by rejection reason and sorted by filing deadline, then posts a Slack summary so your billing team starts the day with a clear, prioritized action list.
- Billing team starts each day with a sorted, reason-grouped rejection list, not a raw queue
- Claims near their filing deadline are flagged before they become write-offs
- No claim is resubmitted without a staff member taking the action
Built for optometry billing teams · eye care revenue cycle staff · practice managers · independent optometry offices
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.eyefinity.comin a real browser with your saved login - no setup, no API keys. -
1
Eyefinity - pull rejected and denied claims
eyefinity.com
WebRun opens Eyefinity to pull rejected and denied claims. - Open Eyefinity and navigate to the billing or claims section
- Filter for claims with a status of Rejected, Denied, or Returned to Provider since yesterday
- Capture claim ID, patient name, date of service, billed amount, insurance plan, and rejection reason code for each
- Note any claims approaching the filing deadline
Done when Every rejected or denied claim from the past day is listed with its rejection reason and billed amount.
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2
Google Sheets - build the prioritized rejection worklist
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the prioritized rejection worklist. - Open the billing rejection worklist Google Sheet (or add today's tab)
- Write each rejected claim row: patient, date of service, billed amount, payer, rejection reason, and filing deadline
- Group claims by rejection reason category so similar issues can be batch-corrected
- Sort by filing deadline ascending so the most urgent claims appear at the top
Done when The Google Sheet is complete with all rejected claims sorted by urgency and grouped by reason.
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3
Slack - alert the billing team
slack.com How to Automate Slack
WebRun opens Slack to alert the billing team. - Post a Slack message to the billing channel with the total rejection count and total billed amount at risk
- Call out how many claims are within 14 days of their filing deadline
- Include a direct link to the Google Sheet worklist
Done when Billing team has a Slack alert with the rejection summary and a link to the worklist.
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
Does it resubmit any claims automatically?
No. This workflow builds an internal worklist only. No claim is resubmitted or modified without a billing team member taking the action manually. The worklist is purely for visibility and prioritization.
How does it prioritize which claims to work first?
Claims are sorted by filing deadline, with the most time-sensitive at the top. Claims within 14 days of their deadline are also called out in the Slack alert.
Can it cover both vision-plan and medical claims?
Yes. It captures rejections across all payer types that appear in Eyefinity's claims section, including VSP, EyeMed, and medical carriers, and labels each row with the payer so the team can see the breakdown.
Related templates
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