How to Automate Waystar Data Export (No API Required)

Introduction

Waystar is a healthcare revenue cycle and payment platform used by providers, hospitals, and billing organizations for claims management, eligibility verification, prior authorization, patient billing, and remittance. While Waystar may offer integration options for some workflows, browser automation can serve as an effective alternative for exporting claims data, pulling eligibility and denial reports, downloading remittance advice, and automating revenue cycle data workflows when API access is limited or not available for your use case.

Why Use Browser Automation for Waystar Data Export?

• Limited or No API Access: Waystar portal features for reporting and exports may not be fully exposed via public or partner APIs
• Dashboard-Only Reports: Custom reports, denial analytics, and revenue dashboards are often only available in the web portal
• Historical Data: Access older claims and payment history beyond API or export limits
• Custom Exports: Generate exports by date range, payer, facility, or claim status when the portal doesn't offer an API
• Eligibility and Prior Auth: Batch or scheduled eligibility and prior authorization status when no API is offered
• Remittance and EOB: Download remittance advice and EOBs for reconciliation and accounting
• Multi-Entity or Multi-Site: Aggregate data across entities or sites that require portal login

Setting Up Waystar Data Export Automation

Here's how to automate data collection from the Waystar portal using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to Waystar portal (login URL for your organization)
await page.goto("https://login.waystar.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to the Waystar portal using the provided credentials. Wait for the dashboard to fully load.'
}));

Exporting Claims Data

Automate the export of claims data from Waystar:

const exportWaystarClaims = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Claims or Claims Management section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set the date filter to ${dateRange.start} to ${dateRange.end}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Click Export or Download, select CSV or Excel format, and wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  const path = await download.path();
  
  return path;
};

Pulling Eligibility and Denial Reports

Extract eligibility verification results and denial reports when no API is available:

const exportWaystarEligibilityReport = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Eligibility or Verification section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Filter by date range ${dateRange.start} to ${dateRange.end} and export the eligibility report`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

const exportDenialReport = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Denials or Denial Management / Analytics section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set date range ${dateRange.start} to ${dateRange.end}, then export the denial report`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Prior Authorization Status

Automate collection of prior authorization status and related documents:

const exportWaystarPriorAuth = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Prior Authorization section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Filter by date range ${dateRange.start} to ${dateRange.end}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export the prior authorization list and download any approval letters or PDFs'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Remittance Advice and EOB Downloads

Download remittance advice and explanation of benefits for reconciliation:

const exportWaystarRemittance = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Remittance or EOB / Payment section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Filter by date range ${dateRange.start} to ${dateRange.end}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Select all remittance or EOB documents in the date range and download them as PDFs or the available export format'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Revenue and Analytics Dashboards

Extract data from Waystar revenue or analytics dashboards when export options are limited:

const scrapeWaystarDashboard = async (page, ai, dashboardName) => {
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the ${dashboardName} dashboard or analytics section`
  }));
  
  const dashboardData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract the visible metrics, tables, and charts into a structured format (e.g., JSON). If there is an Export button, use it and return the download path; otherwise return the scraped data.'
  }));
  
  return dashboardData;
};

Best Practices for Waystar Portal Automation

• Security: Use secure credential storage and support 2FA if the portal requires it
• HIPAA Compliance: Ensure all data handling meets HIPAA and your organization's data use agreements
• Rate Limiting: Add delays between requests to avoid lockouts or triggering security controls
• Error Handling: Implement retries for transient failures and session timeouts
• Regular Updates: Waystar may update the portal; monitor UI changes and adjust automation accordingly
• Terms of Use: Comply with Waystar's terms of use and any contractual restrictions on automated access

Handling Waystar Portal Authentication

Waystar login may use SSO or standard credentials. Example flow:

const handleWaystarAuth = async (page, ai, credentials, portalUrl) => {
  await page.goto(portalUrl || 'https://login.waystar.com');
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter username: ${credentials.username} and password: ${credentials.password}, then click Login`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If 2FA or security questions appear, enter the code or answer using the provided method. Choose "Remember this device" if offered.'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to Waystar API access for revenue cycle data export. By using browser automation, you can automate claims exports, eligibility and denial reports, prior authorization tracking, and remittance retrieval when the Waystar portal does not expose a full API for your needs. With attention to HIPAA and terms of use, you can streamline Waystar-related data workflows and reporting.

Start automating your Waystar data collection and simplify your revenue cycle workflows.