Templates

Workflow templates.
Deploy with one click.

Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.

Case management & discharge planning
All categories
Case management & discharge planning
Automated Stalled Referral Escalation Alerts
WebRun watches Ensocare for referrals that have not moved in too long and posts an escalation to your supervisor's Teams channel so a stalled case gets unstuck fast.
EnsocareMicrosoft Teams
Case management & discharge planning
Automated Ensocare SNF Placement Paperwork Prep
WebRun watches Ensocare for skilled nursing placements the facility has accepted, fills in the admission agreement in DocuSign, and emails your liaison in Outlook that it's ready, leaving the envelope unsent for review.
EnsocareDocuSignOutlook
Case management & discharge planning
Automated Ensocare Referral Decline Reconciliation
WebRun logs every referral a facility declines, files the decline reason in Box, and drafts a follow up in Outlook asking for more detail when the reason is missing, left unsent for your review.
EnsocareBoxOutlook
Case management & discharge planning
Automated Readmission Risk Care Conferences
WebRun screens Ensocare for patients flagged high risk for readmission, and schedules a rapid care conference through Outlook with a Zoom link so the care team can adjust the discharge plan before discharge.
EnsocareOutlookZoom
Case management & discharge planning
Automated Ensocare Referral Response Tracking
WebRun checks Ensocare for referrals sent to SNFs and home health agencies, reads Outlook for facility replies, and drafts a follow up for any referral that has gone quiet, left unsent for your review.
EnsocareOutlook
Case management & discharge planning
Automated Ensocare Pending Referral Alerts
WebRun checks Ensocare for discharge referrals awaiting action, flags the ones sitting longest, and posts a Slack alert so your case managers can jump on them before they stall the discharge.
EnsocareSlack
Case management & discharge planning
Automated Home Health Handoff Text Reminders
WebRun checks Ensocare for home health handoffs due today, and texts your on-call liaison a reminder through Twilio before the discharge window closes.
EnsocareTwilio
Case management & discharge planning
Automated Estimated Discharge Date Updates
WebRun checks Ensocare for estimated discharge date changes, updates your shared Google Sheet census, and posts a Teams alert whenever a date moves so the whole care team plans around the same number.
EnsocareMicrosoft TeamsGoogle Sheets
Case management & discharge planning
Automated Daily Discharge Planning Briefs
WebRun reads Ensocare for tomorrow's discharge-ready patients, checks Outlook for any overnight physician notes that change the plan, and posts a morning brief to Slack before rounds start.
EnsocareOutlookSlack
Case management & discharge planning
Automated Discharge Barrier Tracking in Smartsheet
WebRun scans Ensocare for open barriers to discharge such as guardianship, transport, or pending authorization, and keeps your Smartsheet barrier tracker updated for social work and case management.
EnsocareSmartsheet
Case management & discharge planning
Automated Avoidable Days Tracking for Ensocare
WebRun reviews each active Ensocare case for days that are not medically necessary, tags the reason for the delay, and logs it to a Google Sheet your utilization review team already tracks.
EnsocareGoogle Sheets
Case management & discharge planning
Automated Ensocare Authorization Pending Nudges
WebRun checks Ensocare for placements or services waiting on insurance authorization, and creates or nudges an Asana task so your utilization review team chases the ones at risk of holding up a discharge.
EnsocareAsana

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.