Flag sliding-scale fees due for annual review
On the first of each month, WebRun opens SimplePractice, finds clients on a reduced sliding-scale fee set roughly a year ago, drafts a gentle review request to each in Gmail inviting them to confirm or update their circumstances, leaves every draft unsent for the front desk, and posts your team a Slack list of fees due for annual review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I review sliding-scale fees on a regular schedule?
On the first of each month, WebRun opens SimplePractice and finds clients whose reduced sliding-scale fee was set about a year ago. It drafts a gentle annual review request to each in Gmail, leaves the drafts unsent for the front desk, and posts your team a Slack list of fees due, so rates stay fair and current.
- Year-old fees surface every month, not by chance
- Each review request is drafted and waiting, so the front desk just reviews and sends
- Sliding-scale rates stay fair to clients and sustainable for the practice
Built for private practice therapists · practice managers · front desk teams · group practice admins
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
account.simplepractice.comin a real browser with your saved login - no setup, no API keys. -
1
SimplePractice - find fees due for review
simplepractice.com
WebRun finds sliding-scale fees set about a year ago in SimplePractice. - Open SimplePractice and find clients on a reduced or sliding-scale fee
- Identify those whose current fee was set about twelve months ago or longer
- Capture the client, their current fee, and the date it was last set
Done when Every client whose sliding-scale fee is due for annual review has been listed.
-
2
Gmail - draft review requests
gmail.com How to Automate Gmail
WebRun drafts a gentle sliding-scale review request and leaves it unsent. - Draft a warm, non-judgmental note to each client inviting a quick fee check-in
- Explain it is a routine annual review and that the fee can stay, rise, or drop
- Save every message as a draft and leave it unsent for the front desk to review
Done when A review-request draft sits ready in Gmail for every client due.
-
3
Slack - report fees due
slack.com How to Automate Slack
WebRun posts the month's sliding-scale review list to Slack. - Post your front desk a list of clients whose sliding-scale fee is due for review
- Note each client's current fee and when it was last set
- Note that the review-request drafts are waiting in Gmail for review
Done when Your front desk has this month's fee-review 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 clients about their fee on its own?
No. WebRun only drafts each review request in Gmail and leaves it unsent. Your front desk reads every message and clicks send, so no fee conversation reaches a client without a person approving the wording first.
Does it change anyone's fee?
No. WebRun never edits a client's fee in SimplePractice. It only flags fees that are a year old and drafts a gentle check-in. Any change to a sliding-scale rate is made by a person after talking with the client.
How does it decide which fees are due?
It looks for clients on a reduced or sliding-scale fee whose current rate was last set about twelve months ago or more, so each client is reviewed roughly once a year rather than slipping out of sight.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.