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.
Vision therapy
Automated CI Outcome Reports
When a convergence insufficiency patient completes their program, WebRun pulls their before and after measures from Sanet Vision Integrator, builds the outcome comparison in a Google Sheet, and drafts a discharge outcome report for your doctor to review.
Vision therapy
Automated Vision Therapy Rebooking
WebRun spots yesterday's no shows and cancellations in Sanet Vision Integrator, finds the next open slot in Calendly, and drafts a warm rebooking text for each family, leaving every message for your front desk to review.
Vision therapy
Automated Optometry Referral Thank-Yous
Each week, WebRun finds patients referred in by another optometrist from Sanet Vision Integrator, files a copy of the update letter in Google Drive, and drafts a thank you and progress note to the referring doctor for your team to review.
Vision therapy
Automated Vision Therapy Superbills
Each night, WebRun reads the completed vision therapy visits from Sanet Vision Integrator, builds a coded superbill in QuickBooks for each, and drafts the patient email, leaving both for your biller to review before anything is sent.
Vision therapy
Automated Vision Therapy Benefit Checks
Ahead of each new evaluation, WebRun reads the patient's insurance details from Sanet Vision Integrator, checks vision therapy coverage on the payer portal, logs the result in a Google Sheet, and posts a heads up to your billing team on Telegram.
Vision therapy
Automated Vision Therapy Recall Outreach
WebRun scans Sanet Vision Integrator for patients due or overdue for a re-evaluation, and drafts a warm recall email and text for each, leaving every message for your team to review before it goes out.
Vision therapy
Automated Vision Therapy Progress Summaries
Ahead of each scheduled progress visit, WebRun pulls the patient's tracked results from Sanet Vision Integrator, builds a plain summary of the gains in a Google Sheet, and drafts a briefing note for the treating optometrist to review.
Vision therapy
Automated Home Vision Therapy Follow-Up
Every week, WebRun checks who was assigned home vision therapy activities in Sanet Vision Integrator, logs their reported practice in a Google Sheet, and drafts a gentle check in text for families who have fallen behind.
Vision therapy
Automated Vision Therapy Session Reminders
Each morning, WebRun reads the day's vision therapy appointments from Sanet Vision Integrator and drafts a friendly reminder text and email for each patient, then leaves them for your front desk to review and send.
Vision therapy
Automated Vision Therapy Package Scheduling
When a patient commits to a vision therapy package, WebRun reads the plan from Sanet Vision Integrator, lays out the weekly session block in Calendly, and drafts the Zoom links and welcome details for your team to review before sending.
Vision therapy
Automated Vision Therapy Intake
WebRun reads each new vision therapy evaluation request, gathers the intake details and referral notes, opens a patient record in Sanet Vision Integrator, and drafts an intake confirmation for your team to review before it reaches the family.
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