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.
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.
Automated Therap ISP Goal Progress Reports
Every month, WebRun reads each individual's goal data in Therap, drafts a clear progress summary for the case manager, and lets your team review every draft in Gmail before it goes out.
Automated Sigmund Level of Care Review Reminders
WebRun checks every patient's next level of care review date in Sigmund Software each week, logs the schedule to a tracker sheet, and posts a Slack reminder to the clinical team before each review call with the payer.
Automated Zoobook Missed Dose Callback List
WebRun checks Zoobook Systems each morning for patients who missed their scheduled dosing window, drafts a callback text through Twilio for staff to review, and emails the nursing station a ranked callback worklist in Outlook.
Automated Sobriety Hub Infraction Logging
Whenever staff log a house rule violation in Sobriety Hub, WebRun records it in Google Sheets with the resident, rule, and consequence, and posts a nightly summary to Slack.
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.
Automated Sigmund Insurance Authorization Tracking
WebRun checks every active authorization in Sigmund Software each morning, logs the days and sessions remaining to a tracker sheet, and drafts a renewal request for the utilization review team to review before it goes to the payer.
Automated Zoobook Guest Dosing Request Tracking
WebRun checks Zoobook Systems for new guest dosing requests, drafts the request email to the host clinic in Outlook for staff to send, and tracks each reply so nothing sits unanswered.
Automated Sobriety Hub Shift Handoff Notes
At the end of each shift, WebRun pulls the day's key events from Sobriety Hub, drafts a handoff summary for the outgoing manager to confirm, and posts it for the next shift.
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.
Automated Therap Incident Report Follow-Ups
Every morning, WebRun finds incident reports in Therap still waiting on a required follow-up, alerts your QA lead in Slack, drafts the guardian notification in Gmail, and holds a follow-up review meeting on the calendar.
Automated Sigmund Group Therapy Attendance Digest
WebRun checks group therapy attendance in Sigmund Software after each group, logs who attended and who missed to a tracker sheet, and posts a nightly Slack digest flagging anyone with a pattern of missed groups.
Automated Zoobook Drug Screen Result Flags
WebRun checks new drug screen results in Zoobook Systems throughout the day and texts the on call counselor through Twilio the moment an unexpected positive or a missing expected medication needs review.
Automated Sobriety Hub Failed Drug Test Alerts
The moment a drug test is logged as failed in Sobriety Hub, WebRun alerts the house manager and on-call staff, drafts the incident report for review, and logs it for compliance.
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.
Automated Therap Host Home Vacancy Tracking
Every Monday, WebRun checks Therap for host homes with an open bed or a placement ending soon, posts the current vacancy list to your placement team in Slack, and drafts an availability update for the intake coordinator.
Automated Sigmund Family Session Scheduling
WebRun checks which patients are due for a family therapy session in Sigmund Software each morning, and drafts a scheduling email to each family with open times, left unsent in Gmail for the therapist to review and send.
Automated Zoobook Dose Change Order Log
WebRun checks Zoobook Systems for new methadone and buprenorphine dose change orders throughout the day and emails the dosing nurses an updated order log in Outlook before each shift starts.
Automated Sobriety Hub Curfew Violation Alerts
The moment a resident misses house curfew in Sobriety Hub, WebRun alerts the house manager on duty in Slack and texts a backup page through Twilio.
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.
Automated Therap Guardian Update Drafts
Every quarter, WebRun pulls each individual's progress, incidents, and upcoming reviews from Therap, drafts a plain language update for the guardian in Gmail, and lets your coordinator send it after a quick review.
Automated Sigmund Discharge Planning Checklist
WebRun checks each discharging patient's checklist in Sigmund Software every morning, logs what's outstanding to a tracker sheet, drafts the aftercare referral and discharge summary emails for review, and alerts the team in Slack about anyone discharging without a completed checklist.
Automated Zoobook Diversion Risk Alerts
WebRun checks Zoobook Systems each day for the diversion risk signals that matter, missed callbacks, refused screens, and dose selling reports, logs each one to Google Sheets, and texts the diversion control officer through Twilio when risk crosses your threshold.
Automated Sobriety Hub Bed Vacancy Digest
Every morning, WebRun checks Sobriety Hub for vacant and soon-to-vacate beds, logs them in Google Sheets, and posts a ranked fill list to Slack so no bed sits empty overnight.
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