All templates
For utilization review nurses, physician advisors & hospital case management

Flag medical necessity gaps before they turn into denials

Every morning, WebRun opens XSOLIS, reviews the medical necessity findings for every active chart, flags any missing a clinical indicator the payer's criteria require, logs each gap to a Google Sheet with the missing item, and drafts an Outlook note asking the ordering physician to add the documentation.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 6:30 AM WebRun
1 XSOLIS find medical necessity gaps
2 Outlook draft a physician request
3 Google Sheets log every gap for tracking
Run a sample
In short

How do I catch medical necessity documentation gaps before a payer denies the claim?

WebRun reviews XSOLIS's medical necessity findings each morning, flags any chart missing a required clinical indicator, and logs the gap to a Google Sheet with the patient and payer. It drafts an Outlook request to the ordering physician for the missing documentation, left unsent for a nurse to send, closing gaps before a payer can deny the stay.

  • Documentation gaps get flagged and requested before a payer can deny the claim
  • Every gap is tracked in one sheet from first flag to resolution
  • Ordering physicians get a specific, drafted ask instead of a vague chart note

Built for utilization review nurses · physician advisors · hospital case management · denial prevention teams

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 dragonfly.xsolis.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    XSOLIS - find medical necessity gaps
    xsolis.com How to Automate XSOLIS
    WebRun in XSOLIS: find medical necessity gaps
    WebRun opens XSOLIS to find medical necessity gaps.
    • Open XSOLIS and review medical necessity findings for every active chart
    • Identify which payer required clinical indicator is missing or unsupported for each flagged chart
    • Capture the patient, payer, level of care, and the specific missing indicator

    Done when Every chart with a medical necessity gap is listed with the specific missing indicator.

  3. 2
    Outlook - draft a physician request
    microsoft.com How to Automate Outlook
    WebRun in Outlook: draft a physician request
    WebRun opens Outlook to draft a physician request.
    • Draft a short Outlook note to the ordering physician naming the missing clinical indicator and the patient
    • Ask for the specific documentation needed to support the current level of care
    • Leave every note unsent in Outlook Drafts. A UM nurse reviews and sends each request

    Done when A drafted, unsent physician request is waiting for every flagged gap.

  4. 3
    Google Sheets - log every gap for tracking
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log every gap for tracking
    WebRun opens Google Sheets to log every gap for tracking.
    • Open the Medical Necessity Gap Tracker sheet
    • Append a row for each gap with the patient, payer, missing indicator, and today's date
    • Mark a gap as resolved once XSOLIS shows the indicator has been added

    Done when The tracker sheet reflects every open and resolved medical necessity gap.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
dragonfly.xsolis.com
ScheduleRuns automatically on this cadence
Every day at 6:30 AM
DeliveryHow each run's result reaches you
Gap tracker · Google Sheets
OutputWhat each run produces - A tracked row per documentation gap plus a drafted Outlook request per flagged chart, ready for a nurse to send.
Spreadsheet + draft
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

Will it email the physician without me?

No. WebRun drafts the documentation request in Outlook and leaves it unsent. A UM nurse reviews and sends each request to the ordering physician.

What counts as a medical necessity gap?

Any active chart where XSOLIS shows a clinical indicator the payer's criteria require is missing or unsupported, such as vitals, orders, or a supporting diagnosis for the current level of care.

How do resolved gaps get removed from the tracker?

It checks XSOLIS each morning, so once a flagged indicator is documented, that row is marked resolved on the next run instead of staying open indefinitely.

Put this on autopilot.

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