Get patient estimates ready to send before the visit
Every morning, WebRun opens Experian Health, generates a patient responsibility estimate for each upcoming self-pay or high-deductible patient, drafts the estimate email in Outlook with the amount and payment options, and prepares a DocuSign envelope for the financial responsibility acknowledgment, leaving every draft and envelope unsent for your financial counselor to review before it reaches the patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get patient estimates ready to send before a scheduled visit?
WebRun opens Experian Health every morning and generates a patient responsibility estimate for each upcoming self-pay or high-deductible patient. It drafts the estimate email in Outlook and prepares a DocuSign acknowledgment envelope for each one, leaving both unsent so your financial counselor reviews and sends the exact amount before the patient's visit.
- Patient estimates are drafted before the visit instead of built on the spot
- Financial counselors review one email and one envelope per patient, not raw data
- Larger balances are flagged so the biggest estimates get checked first
Built for hospital financial counselors · patient access teams · revenue cycle managers · ambulatory surgery centers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.experian.com/healthcarein a real browser with your saved login - no setup, no API keys. -
1
Experian Health - generate the patient responsibility estimate
experian.com How to Automate Experian Health
WebRun opens Experian Health to generate the patient responsibility estimate. - Open Experian Health and pull tomorrow's schedule for self-pay and high-deductible patients
- Generate a patient responsibility estimate for each, based on the scheduled procedure and their benefits
- Note the estimate amount, the procedure, and the appointment time
Done when Every eligible upcoming patient has a generated estimate with an amount and procedure attached.
-
2
Outlook - draft the estimate email
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft the estimate email. - Draft a plain-language email for each patient showing the estimated amount and available payment options
- Leave every draft in the outbox unsent for the financial counselor to review
- Flag any estimate above your review threshold so it gets checked first
Done when A reviewable draft email is waiting for every patient with a new estimate.
-
3
DocuSign - prepare the acknowledgment envelope
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare the acknowledgment envelope. - Prepare a DocuSign envelope with the financial responsibility acknowledgment pre-filled with the estimate amount
- Leave the envelope unsent in draft status
- Never send an envelope to the patient without the counselor's review
Done when A ready-to-send DocuSign envelope exists for every patient whose estimate was drafted.
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 WebRun send the estimate to the patient automatically?
No. It only drafts the email in Outlook and prepares the DocuSign envelope. Your financial counselor reviews and sends both, since this is a direct financial communication to the patient.
How is the estimate amount calculated?
It comes from Experian Health's own estimate engine, which uses the scheduled procedure and the patient's benefits on file. WebRun reads that result rather than calculating it independently.
What happens to estimates above a certain amount?
They are flagged in the draft so your counselor reviews the largest balances first, though every draft still waits for review regardless of amount.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.