Draft month-end superbills for self-pay clients
At the end of each month, WebRun opens SimplePractice, finds self-pay clients who had sessions, prepares each client's superbill for the period, drafts an email to every client in Gmail with the superbill ready to attach, leaves each draft unsent for billing, and posts your team a Slack list of superbills ready to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I create monthly superbills for self-pay clients automatically?
At month end, WebRun opens SimplePractice, finds self-pay clients with sessions, and prepares each one's superbill for the period. It drafts an email to every client in Gmail with the statement ready to attach, leaves the drafts unsent for billing, and posts your team a Slack list of superbills ready to review and send, with session counts and totals.
- Every self-pay client gets a superbill on time, without manual list-pulling
- Each statement is drafted and waiting, so billing just reviews and sends
- Clients can claim reimbursement sooner, with fewer month-end gaps
Built for private practice therapists · self-pay practices · billing teams · practice managers
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
account.simplepractice.comin a real browser with your saved login - no setup, no API keys. -
1
SimplePractice - prepare each superbill
simplepractice.com
WebRun prepares each self-pay client's monthly superbill in SimplePractice. - Open SimplePractice and filter clients to self-pay with sessions in the past month
- Generate or open each client's superbill for the billing period under Billing Documents
- Capture the client, the number of sessions, and the statement total for each
Done when Every self-pay client with sessions this month has a superbill prepared.
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2
Gmail - draft superbill emails
gmail.com How to Automate Gmail
WebRun drafts a superbill email for each self-pay client and leaves it unsent. - Draft a clear, on-brand email to each client noting their superbill for the month is ready
- Attach or link the superbill and add a short note on submitting it to their insurer
- Save every message as a draft and leave it unsent for billing to review
Done when A superbill draft sits ready in Gmail for every self-pay client.
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3
Slack - report superbills ready
slack.com How to Automate Slack
WebRun posts the month's superbill list to Slack for billing. - Post your billing team a list of clients with a superbill drafted and the session count
- Flag any client whose statement looks incomplete so it can be checked first
- Note that all superbill drafts are waiting in Gmail for review
Done when Your billing team has this month's superbill list in Slack.
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 email superbills to clients on its own?
No. WebRun only drafts each superbill email in Gmail and leaves it unsent. Your billing team reads every statement and clicks send, so no document goes to a client without a person checking the figures first.
Does it submit insurance claims?
No. A superbill is a receipt the client submits to their own insurer for reimbursement. WebRun never files a claim or contacts a payer. It only prepares the statement and drafts the email for your team to send.
How does it know the sessions and totals?
It reads each self-pay client's sessions and billing documents in SimplePractice for the month. The figures come straight from your records, and any statement that looks incomplete is flagged for a person to review before it goes out.
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