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.
Host Home & Shared Living Providers
Automated Therap State Audit Readiness Checklist
Every night, WebRun checks Therap for missing or expiring documents across every individual and host home provider, posts the compliance gap list to Slack, and drafts a chase note to whoever owns each missing item.
Eating Disorder Treatment
Automated Sigmund Vitals Trend Alerts
WebRun scans each patient's vitals in Sigmund Software after every check, watches for concerning trends like orthostatic drops or slowing heart rate, and posts an immediate Slack alert to the medical team so nothing waits until rounds.
Opioid Treatment Programs
Automated Zoobook Take-Home Compliance Tracking
WebRun checks Zoobook Systems each week for patients due a random take-home callback or bottle count, logs who is due to Google Sheets, and emails the counseling team a prioritized recall list in Outlook.
Sober Living Homes
Automated Sobriety Hub Rent Payment Reminders
Every week, WebRun checks Sobriety Hub for residents behind on rent, drafts a friendly text reminder for house manager review, and posts a collections list to Slack.
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.
Host Home & Shared Living Providers
Automated Therap Respite Request Tracking
Every morning, WebRun checks Therap for new or pending respite requests from host home providers, posts the coverage gap list to your scheduling team in Slack, and drafts a calendar hold once a backup provider is lined up.
Eating Disorder Treatment
Automated Sigmund Treatment Team Huddle Notes
WebRun pulls each patient's overnight updates from Sigmund Software before the morning huddle, posts a per patient briefing to Slack for the team, and drafts follow up emails to outside providers for anything that needs to leave the building.
Opioid Treatment Programs
Automated Zoobook State Reporting Digest
WebRun compiles the monthly census, admissions, and discharge counts your state opioid treatment authority requires from Zoobook Systems, logs the figures to Google Sheets, and emails the program director a draft report in Outlook to review before submission.
Sober Living Homes
Automated Sobriety Hub Referral Follow-Ups
Every week, WebRun checks Sobriety Hub for referral sources with no recent placement, drafts a check-in email for staff review, and posts the follow-up list to 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.
Host Home & Shared Living Providers
Automated Therap Stipend Reconciliation
Every month, WebRun compares each host home provider's documented days of service in Therap against the stipend about to be paid, flags mismatches to your finance team in Slack, and drafts a correction note for the provider.
Eating Disorder Treatment
Automated Sigmund Relapse Risk Flags
WebRun scans new progress notes and behavioral logs in Sigmund Software throughout the day, watches for documented relapse risk signals like meal refusal, purging behavior, or compulsive exercise, and posts an immediate Slack alert to the clinical team.
Opioid Treatment Programs
Automated Zoobook Program Fee Reminders
WebRun checks Zoobook Systems each week for patients behind on their program fee, logs the balance to Google Sheets, and drafts a payment reminder text through Twilio for staff to review before it goes out.
Sober Living Homes
Automated Sobriety Hub Pass Request Tracking
Whenever a resident submits an overnight pass request in Sobriety Hub, WebRun flags it for the house manager, and drafts a confirmation text once a decision is logged.
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.
Host Home & Shared Living Providers
Automated Therap Certification Renewal Alerts
Every morning, WebRun checks Therap for host home providers with a certification, training, or home inspection expiring soon, posts the renewal list to your licensing team in Slack, and drafts a renewal visit hold on the calendar.
Eating Disorder Treatment
Automated Sigmund Outcome Measure Trend Reports
WebRun pulls each patient's latest outcome measure scores from Sigmund Software every week, logs the trend to a tracker sheet, and drafts a summary email to the clinical director highlighting anyone trending in the wrong direction.
Opioid Treatment Programs
Automated Zoobook Phase Advancement Eligibility
WebRun reviews each patient's time in treatment, screen results, and attendance in Zoobook Systems every week, and logs who meets the criteria for take-home phase advancement to a Google Sheet for the medical director to approve.
Sober Living Homes
Automated Sobriety Hub Move Checklist Tracking
Whenever Sobriety Hub shows a resident moving in or out, WebRun builds the checklist for that move and tracks which steps are done in Google Sheets.
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.
Host Home & Shared Living Providers
Automated Therap Medication Exception Alerts
Every morning, WebRun scans each individual's medication administration record in Therap for missed, late, or refused doses, alerts the on-call nurse in Slack, and drafts a follow-up visit hold for anything serious.
Eating Disorder Treatment
Automated Sigmund Meal Plan Compliance Flags
WebRun checks each patient's meal completion in Sigmund Software every morning, logs the compliance percentage to a tracking sheet, and flags anyone falling below the target in Slack so the dietitian can step in early.
Opioid Treatment Programs
Automated Zoobook New Admission Checklist
WebRun checks each new admission in Zoobook Systems for the required consents, initial screen, and first dose order, logs checklist status to Google Sheets, and texts the assigned counselor through Twilio the moment intake is complete.
Sober Living Homes
Automated Sobriety Hub Meeting Attendance Digest
Every night, WebRun pulls each resident's logged meeting check-ins from Sobriety Hub, updates the attendance record, and posts a Slack digest flagging anyone falling behind.
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