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.
PACE Programs
Automated MedVision Transportation Digest
Every night, WebRun checks MedVision QuickCap for participants scheduled for day center or a medical appointment tomorrow, builds a ride by ride manifest in Google Sheets with pickup times and mobility needs, and posts a Slack digest to the transportation team.
PACE Programs
Automated MedVision Care Plan Review Reminders
Every Monday, WebRun checks MedVision QuickCap for participants whose semi-annual care plan review is due within 30 days, posts a prioritized worklist to Slack for the IDT, and drafts a review scheduling email in Outlook for each participant's family.
PACE Programs
Automated MedVision Satisfaction Follow-Ups
Every Monday, WebRun checks MedVision QuickCap for the past week's participant satisfaction survey responses, flags any low score or concerning comment, posts a Slack alert to the IDT team, and drafts a personal follow-up note in Outlook, left unsent for a social worker to review before it reaches the family.
PACE Programs
Automated MedVision PACE Enrollment Checklist
Every morning, WebRun checks MedVision QuickCap for new PACE enrollment applications, verifies which required intake documents are on file, logs the checklist status to a Google Sheet, and drafts a follow up email in Outlook for any family still missing paperwork.
PACE Programs
Automated MedVision Medication Reconciliation Flags
Every morning, WebRun compares each participant's active medication list in MedVision QuickCap against newly logged prescriber orders and pharmacy fills, flags discrepancies like duplicate therapies or missing doses, and posts a Slack alert so nursing can reconcile the list before the next dose.
PACE Programs
Automated MedVision Level of Care Recert Reminders
Every Monday, WebRun checks MedVision QuickCap for participants whose level of care recertification is due within 60 days, logs the schedule to a Google Sheet, and drafts a recertification packet request in Outlook for each participant's physician.
PACE Programs
Automated MedVision IDT Meeting Notes Digest
Every Monday, WebRun reads the interdisciplinary team meeting notes logged in MedVision QuickCap for each participant, compiles the action items and follow ups into a Google Sheet, and posts a Slack digest so nurses, social workers, and therapists know exactly what to do next.
PACE Programs
Automated MedVision Hospital Admission Alerts
Every hour, WebRun checks MedVision QuickCap for new hospital admission or discharge entries, posts an immediate Slack alert to the IDT, and logs each event to a Google Sheet so care coordination and follow up visits never fall behind.
PACE Programs
Automated MedVision Home Visit Reminders
Every Monday, WebRun checks MedVision QuickCap for home visits due in the week ahead, flags any that are overdue, emails each assigned clinician their route for the week in Outlook, and posts a Slack summary for the whole team.
PACE Programs
Automated MedVision Grievance and Appeal Tracking
Every morning, WebRun checks MedVision QuickCap for new or open grievances and appeals, flags any approaching its regulatory resolution deadline, posts a Slack alert to the compliance team, and drafts an acknowledgment letter in Outlook for each new filing.
PACE Programs
Automated MedVision Day Center Attendance Digest
Every morning, WebRun checks MedVision QuickCap for the prior day's PACE day center attendance, flags no shows and early pickups, logs the pattern to a Google Sheet, and posts a Slack digest so center staff can follow up on missed days.
PACE Programs
Automated MedVision Capitation Reconciliation
Every Monday, WebRun compares the capitation payments logged in MedVision QuickCap against your active enrollment roster, flags participants missing a payment or paid at the wrong rate, logs the reconciliation to Google Sheets, and posts a Slack summary for the billing team.
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