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.

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Functional and integrative medicine

Automated Cerbo Supplement Reorder Alerts

Every Monday, WebRun checks your Cerbo dispensary inventory against par levels, lists what's running low, and drafts a reorder email to your supplement distributor for staff to review and send.

Functional and integrative medicine

Automated Cerbo Dispensary Order Recap

Every night, WebRun pulls the day's dispensed supplement orders from Cerbo, matches them against recorded payments in QuickBooks, and logs a recap in Google Sheets flagging anything dispensed but not yet invoiced.

Functional and integrative medicine

Automated Cerbo Referral Partner Report

On the first of every month, WebRun tallies each new patient's referral source from Cerbo, and compiles a ranked report in Google Sheets showing which referring providers and partners send the most patients, and how many of them stay.

Functional and integrative medicine

Automated Cerbo Protocol Check-In Drafts

Every morning, WebRun finds patients due for a scheduled check-in on their treatment protocol, and drafts a personal check-in email referencing their specific plan for the provider to review and send.

Functional and integrative medicine

Automated Cerbo Patient Portal Message Triage

Throughout the day, WebRun scans incoming Cerbo patient portal messages, drafts a suggested reply for routine questions inside the portal for provider review, and emails the on call provider immediately for anything flagged urgent or clinical.

Functional and integrative medicine

Automated Cerbo New Patient Intake Summary

When a new patient completes their intake form, WebRun pulls their history, current supplements, and prior labs from Cerbo, builds a one page summary in Google Sheets, and emails the assigned provider so they walk into the first visit prepared.

Google Sheets›

Functional and integrative medicine

Automated Cerbo Functional Medicine Lab Digest

Every morning, WebRun scans Cerbo for lab results that arrived since the last run across every functional and standard panel, logs each one to a running tracker, and emails your care team a clear summary so nothing slips past a busy schedule.

Google Sheets›

Functional and integrative medicine

Automated Cerbo Monthly Revenue Report

On the first of every month, WebRun pulls visit volume and dispensary sales from Cerbo, matches revenue and outstanding balances in QuickBooks, and compiles a monthly report in Google Sheets comparing this month to last.

Functional and integrative medicine

Automated Cerbo Lapsed Patient Recall Drafts

Every Monday, WebRun finds patients with no visit or contact in Cerbo for 12 or more months, and drafts a personal recall email for each one for staff to review and send.

Functional and integrative medicine

Automated Cerbo Annual Panel Due Reminders

Every Monday, WebRun finds patients due for their annual or recurring functional lab panel per their care plan, and drafts a scheduling reminder in Gmail for staff to review and send.

Google Sheets›

Functional and integrative medicine

Automated Cerbo Membership Renewal Reminders

Every Monday, WebRun finds patients whose annual membership or care plan renews within 30 days, checks QuickBooks to confirm they haven't already paid, and drafts a personal renewal reminder in Gmail for staff to review and send.

Functional and integrative medicine

Automated Cerbo Abnormal Biomarker Alerts

Throughout the day, WebRun scans new Cerbo lab results for any biomarker outside its reference range, ranks each by how far out of range and whether it's trending worse, and logs it to a running critical values tracker in Google Sheets.

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