Templates
Workflow templates.
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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.
Cosmetic vein clinics
Automated Treatment Package Balance Reminders
Each night, WebRun checks 1st Providers Choice for patients on a multi-session treatment package with a remaining balance, logs each one to Google Sheets, and drafts a friendly balance reminder email in Outlook ahead of their next scheduled session.
Cosmetic vein clinics
Automated Vein Clinic Seasonal Promo Drafts
Each spring, WebRun finds past consult patients in 1st Providers Choice who never booked treatment, logs the candidate list to Google Sheets, and drafts a seasonal promo email in Outlook offering a free recheck before shorts season, left unsent for marketing review.
Cosmetic vein clinics
Automated Referring Physician Update Drafts
Weekly, WebRun checks 1st Providers Choice for patients seen this week who came from a referring physician, and drafts a short case status update letter in Outlook for the treating physician to review, approve, and send back to the referrer.
Cosmetic vein clinics
Automated Vein Procedure Completion Reports
Each night, WebRun pulls the day's completed procedures from 1st Providers Choice, checks that before and after photos and physician notes are attached, and logs a completion report to Google Sheets flagging any chart missing a photo or sign-off.
Cosmetic vein clinics
Automated Patient Testimonial Request Drafts
WebRun checks 1st Providers Choice each morning for patients whose procedure completed 6 weeks ago with a clean follow-up, and drafts a friendly testimonial request email in Outlook, left unsent for staff to personalize and send.
Cosmetic vein clinics
Automated Vein Ultrasound Intake Summaries
Each morning, WebRun reviews new patients' Doppler ultrasound findings in 1st Providers Choice, summarizes the reflux and diameter results per leg, logs the summary to Google Sheets, and emails the treating physician a ready-to-read intake briefing before the consult.
Cosmetic vein clinics
Automated Vein Clinic Monthly Revenue Recap
On the first business day of each month, WebRun pulls every completed procedure from 1st Providers Choice, totals revenue by procedure type such as sclerotherapy, EVLT, and ambulatory phlebectomy, and logs a clean monthly recap to Google Sheets for the practice owner.
Cosmetic vein clinics
Automated Vein Procedure Rebooking Drafts
WebRun checks 1st Providers Choice each morning for yesterday's no shows and cancelled procedures, finds open slots on Google Calendar, and drafts a rebooking email in Outlook with two or three open times, left unsent for the front desk to review and send.
Cosmetic vein clinics
Automated Lapsed Vein Patient Recheck Outreach
Weekly, WebRun finds patients in 1st Providers Choice who haven't visited in over a year, logs the list to Google Sheets, checks Google Calendar for open recheck slots, and drafts a personal outreach email in Outlook for staff to review and send.
Cosmetic vein clinics
Automated Vein Clinic Preauthorization Alerts
WebRun checks 1st Providers Choice each morning for scheduled procedures whose insurance preauthorization is still pending, denied, or expiring, logs each one to Google Sheets, and emails your billing coordinator an Outlook alert so follow-up starts before the visit.
Cosmetic vein clinics
Automated Vein Clinic Ultrasound Recheck Reminders
WebRun checks 1st Providers Choice each morning for patients due a follow-up or post-procedure surveillance ultrasound, confirms there's no appointment already on Google Calendar, and drafts a friendly reminder email in Outlook for the front desk to review and send.
Cosmetic vein clinics
Automated Compression Stocking Follow-Ups
WebRun checks 1st Providers Choice each week for patients whose post-procedure compression stocking course is ending, and drafts a friendly follow-up email in Outlook asking about fit and whether a replacement pair is needed, left unsent for staff review.
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