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.
Ketamine therapy clinics
Automated Ketamine Vitals Anomaly Alerts
WebRun watches each active infusion's CareTaker vitals feed alongside the OptiMantra chart, and the instant blood pressure, heart rate, or oxygen saturation crosses a safe threshold, it alerts the clinician in the room on Slack.
Ketamine therapy clinics
Automated OptiMantra Referring Therapist Updates
WebRun checks OptiMantra weekly for patients due a progress update to their referring therapist, confirms a release of information is on file, and drafts the update in Gmail for the prescriber to review and send.
Ketamine therapy clinics
Automated OptiMantra PHQ-9 Score Trend Alerts
WebRun checks each patient's PHQ-9 and GAD-7 scores in OptiMantra every morning, flags anyone whose depression or anxiety score is rising instead of improving, and alerts your clinical team the same day so a provider can follow up.
Ketamine therapy clinics
Automated OptiMantra Patient Screening Summaries
WebRun reads each new patient's intake and screening forms in OptiMantra as soon as they're submitted, summarizes their history, baseline scores, and any contraindication flags, and posts it for the prescriber to review before the first appointment is confirmed.
Ketamine therapy clinics
Automated OptiMantra Monthly Outcomes Report
WebRun compiles the past month's PHQ-9 and GAD-7 improvement, session volume, and no-show rate from OptiMantra, logs it to a sheet, posts a summary to Slack, and schedules the clinical quality review meeting in Google Calendar.
Ketamine therapy clinics
Automated Ketamine Integration Session Follow Ups
WebRun checks OptiMantra and Google Calendar each morning for patients who missed a scheduled post infusion integration session, and drafts a reschedule text for your staff to review before it goes out.
Ketamine therapy clinics
Automated OptiMantra Lapsed Patient Check Ins
WebRun scans OptiMantra every Monday for patients who completed their induction series but haven't returned for a maintenance session in 60 days, logs them to a tracker, and drafts a gentle check-in text for staff to review.
Ketamine therapy clinics
Automated OptiMantra Infusion Series Digest
WebRun checks OptiMantra for every patient's infusion series, flags anyone who has fallen behind schedule or is due for their next session, and posts a clinical team digest so no series stalls.
Ketamine therapy clinics
Automated OptiMantra Package Balance Reminders
WebRun checks each patient's remaining prepaid infusion sessions in OptiMantra and their payment status in Stripe every Monday, and drafts a renewal reminder for anyone down to their last one or two sessions.
Ketamine therapy clinics
Automated OptiMantra EPCS Renewal Alerts
WebRun checks OptiMantra and DoseSpot every morning for patients whose take home sublingual ketamine prescription is nearing its renewal or expiration date, and alerts the prescriber to act before a patient runs out.
Ketamine therapy clinics
Automated Ketamine Inventory Reconciliation Alerts
WebRun checks OptiMantra's controlled substance log every night, reconciles vial counts against dispensing and waste records, flags any discrepancy, and drafts a reorder request when supply is running low.
Ketamine therapy clinics
Automated OptiMantra Consent Form Reminders
WebRun checks OptiMantra and DocuSign each morning for any upcoming patient who hasn't completed their informed consent form, and drafts a reminder email for staff to review and send.
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