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.

Patient Safety & Incident Reporting
All categories
Automated RLDatix Serious Event Escalation
WebRun watches RLDatix for events tagged serious or high harm, texts your on-call safety leader through Twilio right away, and posts the full details to the safety leadership Slack channel.
RLDatixTwilioSlack
Automated RLDatix Sentinel Event 72-Hour Follow-Up
WebRun tracks the mandatory 72-hour follow-up steps in RLDatix after a sentinel event, nudges owners through Outlook and Twilio, and posts a Slack status update until every step is done.
RLDatixOutlookTwilio+1
Automated RLDatix Risk Register Review Reminders
WebRun tracks risk register items in RLDatix nearing their scheduled review date, emails your risk committee through Outlook two weeks ahead, and posts a Slack digest of what's due.
RLDatixOutlookSlack
Automated RLDatix RCA Action Item Reminders
WebRun scans RLDatix for open RCA action items nearing their due date, emails each owner a reminder through Outlook, and keeps a running list of what's still open.
RLDatixOutlook
Automated RLDatix Patient Complaint Acknowledgements
WebRun reads every new patient complaint logged in RLDatix, drafts a warm, on-brand acknowledgement reply in Outlook, and leaves it unsent for your patient relations team to review and send.
RLDatixOutlookSlack
Automated RLDatix Overdue Investigation Tracking
WebRun finds incident investigations past their target completion date in RLDatix, emails the assigned investigator a nudge through Outlook, and posts a chase list to Slack for the safety director.
RLDatixOutlookSlack
Automated RLDatix Incident Report Triage
WebRun reads every new incident logged in RLDatix, classifies its severity and type, assigns it to the right department queue, and pings the on-call manager in Slack so nothing sits untouched.
RLDatixSlack
Automated RLDatix Near-Miss Trend Reporting
WebRun reviews RLDatix near-miss reports each month, groups them by unit and type to spot recurring patterns, and emails the trend summary to your safety committee through Outlook.
RLDatixOutlook
Automated RLDatix Medication Error Cluster Alerts
WebRun scans medication error reports in RLDatix for repeating patterns, texts your pharmacy director through Twilio the moment a cluster appears, and posts the full detail to Slack.
RLDatixTwilioSlack
Automated RLDatix Daily Safety Huddle Brief
WebRun pulls yesterday's incidents, open high-risk items, and overdue actions from RLDatix each morning and posts a ready-to-read brief to Slack before your safety huddle.
RLDatixSlack
Automated RLDatix Corrective Action Sign-Offs
WebRun tracks corrective actions in RLDatix nearing their target date, emails the assigned owner through Outlook to request sign-off, and posts a Slack digest of anything still open for the safety manager.
RLDatixOutlookSlack
Automated RLDatix Claims Intake Notifications
WebRun watches RLDatix for newly opened claims, posts the details to your risk and legal team in Slack, and texts your claims lead through Twilio when the reserve estimate is high.
RLDatixSlackTwilio

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