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For billing teams, private practice owners & group practice admins

Turn stuck insurance claims into a worklist

Every morning, WebRun opens TherapyNotes, reviews the status of submitted insurance claims, pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist with its payer and age, and posts your billing team a Slack digest of denials and aged claims that need working today.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 8:00 AM WebRun
1 TherapyNotes read claim statuses
2 Google Sheets build the worklist
3 Slack report what needs working
Run a sample
In short

How do I track outstanding and denied insurance claims automatically?

Every morning, WebRun opens TherapyNotes, reviews submitted claim statuses, and pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist with its payer, amount, and age. It then posts your billing team a Slack digest of what needs working today, denials and the oldest claims first, so revenue stops slipping through the cracks.

  • Denials and aged claims surface every morning, not at month end
  • Every open claim sits in one prioritized worklist, oldest first
  • Fewer claims age out unworked, so more revenue gets collected

Built for billing teams · private practice owners · group practice admins · mental health billers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.therapynotes.com/app/login in a real browser with your saved login - no setup, no API keys.

  2. 1
    TherapyNotes - read claim statuses
    therapynotes.com
    WebRun in TherapyNotes: read claim statuses
    WebRun reviews submitted claim statuses in TherapyNotes.
    • Open TherapyNotes and review the status of submitted insurance claims
    • Find claims still outstanding past your follow-up window, plus any denied or rejected
    • Capture the client, payer, claim amount, status, and days since submission for each

    Done when Every outstanding, denied, or rejected claim has been listed with its payer and age.

  3. 2
    Google Sheets - build the worklist
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: build the worklist
    WebRun builds a claims worklist in a sheet, denials and oldest first.
    • Open the claims worklist sheet and add a row per outstanding or denied claim
    • Record the payer, amount, status, denial reason, and days outstanding
    • Sort so denials and the oldest aged claims sit at the top of the worklist

    Done when The worklist sheet holds every open claim, denials and oldest first.

  4. 3
    Slack - report what needs working
    slack.com How to Automate Slack
    WebRun in Slack: report what needs working
    WebRun posts the day's claims worklist digest to Slack.
    • Post your billing team a digest of claims to work today, grouped by status
    • Lead with denials and the most aged claims so they get attention first
    • Link the worklist sheet so the team can pick up each claim from there

    Done when Your billing team has today's claims digest in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.therapynotes.com/app/login
ScheduleRuns automatically on this cadence
Every morning at 8:00 AM
DeliveryHow each run's result reaches you
Claims worklist · Slack
OutputWhat each run produces - A Google Sheet worklist of outstanding, denied, and rejected claims plus a Slack digest, with payer, amount, and days outstanding, denials first.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it resubmit or appeal claims on its own?

No. WebRun never resubmits, appeals, or edits a claim. It only reads claim statuses in TherapyNotes and builds a worklist. Your billing team decides what to rework, so nothing is sent to a payer without a person handling it.

How does it decide which claims to surface?

It reads the live status of each submitted claim in TherapyNotes and pulls anything denied, rejected, or still outstanding past your follow-up window. Claims that have paid drop off the worklist automatically each morning.

Does it read clinical information?

No. WebRun works only with billing fields: payer, claim status, amount, and age. It never opens session notes or clinical content, and the Slack digest carries client names or initials and claim status only.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.