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.

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Hormone therapy clinics

Automated HRT Control Symptom Check In Drafts

Every Monday, WebRun finds patients due for a routine symptom check-in in HRT Control, drafts an email with their check-in link and a telehealth option, and leaves it for staff to send.

Hormone therapy clinics

Automated HRT Control Patient Recall Alerts

Every Monday, WebRun finds patients overdue for their recall visit in HRT Control, logs them to a recall tracker, and pings staff in Telegram with who to call first.

Google Sheets›

Hormone therapy clinics

Automated HRT Control Provider Utilization Reports

On the first of each month, WebRun compares booked visits in HRT Control against open slots on Google Calendar for each provider, and logs a utilization report to a Google Sheet.

Google Calendar›

Hormone therapy clinics

Automated HRT Control Prescription Renewal Reminders

Every morning, WebRun finds prescriptions expiring soon in HRT Control, prepares a text reminder for staff to approve, and posts a Slack list of who's due for renewal.

Hormone therapy clinics

Automated HRT Control Refill Scheduling

Every Monday, WebRun finds patients in HRT Control due for their next pellet or injection refill, drafts a scheduling invite for staff to send, and holds the next open slot on the calendar.

Google Calendar

Hormone therapy clinics

Automated HRT Control New Patient Lab Summaries

Every morning, WebRun reads each new patient's baseline hormone panel in HRT Control, logs a clean summary to a Google Sheet, and lets the provider know it's ready for chart review.

Google Sheets›

Hormone therapy clinics

Automated HRT Control Monthly Revenue Reports

On the first of each month, WebRun pulls hormone therapy revenue and collections from QuickBooks, checks it against HRT Control visit and refill counts, and emails the owner a clean monthly summary.

Hormone therapy clinics

Automated HRT Control Patient Reengagement Drafts

Every Monday, WebRun finds patients who've had no visit in 6 months in HRT Control, drafts a warm reengagement email for each, and logs the outreach in a tracker for staff to send and follow.

Hormone therapy clinics

Automated HRT Control Lab Draw Reminders

Every morning, WebRun finds patients in HRT Control whose next lab draw is due, drafts a reminder email for staff to review, and posts the clinic a list of who still needs to book.

Hormone therapy clinics

Automated HRT Control Dose Change Follow Ups

When a provider logs a dose adjustment in HRT Control, WebRun drafts a check-in email for two weeks out and lets the care team know it's ready to send.

Hormone therapy clinics

Automated HRT Control Compounding Order Recaps

Every night, WebRun reviews the day's compounding pharmacy orders in HRT Control, matches each one against QuickBooks, and posts the clinic a recap of what shipped and what's still pending.

Hormone therapy clinics

Automated HRT Control Abnormal Lab Flags

WebRun checks HRT Control every few minutes for new lab results outside the normal range, flags the ordering provider in Slack right away, and holds a same-day callback slot on the calendar.

Google Calendar

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