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.
Automated OptiMantra EPCS Renewal Alerts
WebRun checks OptiMantra and DoseSpot every morning for patients whose take home sublingual ketamine prescription is nearing its renewal or expiration date, and alerts the prescriber to act before a patient runs out.
Automated Therap EVV Exception Flags
Every night, WebRun checks Therap for electronic visit verification exceptions like missed clock-ins or mismatched visit details, posts the list to your compliance channel, and drafts a correction note for anything past the deadline.
Automated Sigmund Dietitian Consult Follow Ups
WebRun checks each patient's dietitian consult notes in Sigmund Software every morning, drafts a follow up email confirming next steps for the dietitian to review and send, and posts a Slack summary of any consult with no follow up scheduled.
Automated Zoobook Dispensing Log Reconciliation
WebRun compares each day's dosing log in Zoobook Systems against the recorded medication counts, logs any variance to Google Sheets, and texts the diversion control officer through Twilio the moment a discrepancy needs same day review.
Automated Sobriety Hub Bed Hold Reminders
Every morning, WebRun checks Sobriety Hub for bed holds ending in the next 2 days, texts a reminder to the house manager, and logs each hold's status in Google Sheets.
Automated Ketamine Inventory Reconciliation Alerts
WebRun checks OptiMantra's controlled substance log every night, reconciles vial counts against dispensing and waste records, flags any discrepancy, and drafts a reorder request when supply is running low.
Automated Therap Behavior Support Plan Reviews
Every Monday, WebRun checks Therap for behavior support plans due for review, posts the list to your behavior specialist in Slack, and drafts a review meeting hold with the host home provider on the calendar.
Automated Sigmund Aftercare Referral Tracking
WebRun checks every discharged patient's aftercare referral status in Sigmund Software each morning, logs where each referral stands to a tracker sheet, drafts a check in email to any outside provider who hasn't confirmed intake, and alerts the team in Slack about stalled referrals.
Automated Zoobook Counseling Session Reminders
WebRun checks each patient's counseling frequency requirement in Zoobook Systems every week, drafts a session reminder text through Twilio for patients approaching their window, and emails counselors their overdue caseload in Outlook.
Automated Sobriety Hub Alumni Check-In Drafts
Every month, WebRun checks Sobriety Hub for alumni who haven't been contacted recently, drafts a personal check-in text for staff review, and posts the outreach list to Slack.
Automated OptiMantra Consent Form Reminders
WebRun checks OptiMantra and DocuSign each morning for any upcoming patient who hasn't completed their informed consent form, and drafts a reminder email for staff to review and send.
Automated Missed Session Re-Engagement
Each morning, WebRun opens Osmind, finds patients who no-showed or canceled a ketamine, Spravato, or TMS session and have no rebooking, checks Google Calendar for open slots, and drafts a warm re-engagement text in Twilio for the front desk to review and send.
Automated Post-Infusion Check-In Drafts
Each morning, WebRun opens Osmind, finds patients who had a ketamine infusion or Spravato dose yesterday, and drafts a gentle next-day check-in message in Twilio and Gmail for a clinician to review and send, so nobody goes unheard after treatment.
Automated Psychiatry Referral Triage
Whenever a new referral arrives, WebRun reads it, records the patient and referring provider in Osmind, sorts it by likely treatment such as Spravato, ketamine, or TMS, posts the intake team a Slack summary, and drafts an acknowledgement reply to the referrer for review.
Automated Esketamine Claim Denial Worklist
Every morning, WebRun opens Osmind, pulls denied and rejected esketamine and TMS claims, groups them by denial reason and payer, logs a prioritized worklist to Google Sheets, and posts your billing team a Slack digest so appeals go out before each deadline passes.
Automated Self-Pay Package Balance Tracking
Every week, WebRun opens Osmind, matches each self-pay patient's prepaid infusion or TMS package against sessions used and payments in Stripe, flags packages nearly used up or underpaid, posts an internal Slack digest, and drafts a top-up invoice for the front desk to review.
Automated Spravato Prior Auth Tracking
Every morning, WebRun opens Osmind, reviews every open Spravato and TMS prior authorization, flags any that are approaching a decision deadline, still pending too long, or newly approved, logs the status to Google Sheets, and sends your billing team a Telegram digest.
Automated TMS Course Session Tracking
Every week, WebRun opens Osmind, counts completed sessions for each patient in a TMS course, flags anyone behind the expected pace or nearing the end of their authorized sessions, logs the status to Google Sheets, and drafts a progress note for the treating clinician to review.
Automated Rating Scale Threshold Alerts
Every few hours, WebRun opens Osmind, checks new patient rating-scale results against your alert thresholds, and when a score crosses a safety line, such as PHQ-9 item nine or a C-SSRS flag, it immediately pages the on-call clinician in Slack and drafts a check-in note for review.
Automated PHQ-9 and GAD-7 Trend Digest
Every week, WebRun opens Osmind, reads each active patient's latest PHQ-9 and GAD-7 scores, compares them to their baseline and prior visit, logs the trend to Google Sheets, and posts your clinicians a Slack digest of who is improving and who is stalling.
Automated Ketamine Series Booking Worklist
Each morning, WebRun opens Osmind, finds patients mid-way through a ketamine infusion series whose next dose is due soon, checks Google Calendar for a booked next visit, and logs a worklist of who still needs an appointment to Google Sheets so the front desk can fill the gaps.
Automated Spravato Monitoring Window Log
Every morning, WebRun opens Osmind, finds today's Spravato patients, checks each one is booked for the required two-hour post-dose monitoring, logs any gaps to Google Sheets, and posts the clinic team a Slack list of who needs a monitoring slot.
Automated Therap IDD Referral Pipeline Tracking
WebRun checks Therap daily for new and in-progress referrals, logs status updates to a Google Sheets tracker, and posts a weekly pipeline summary to the intake team in Slack so no referral goes cold.
Kipu Health Automated Staff Credential Expiry Tracker
WebRun checks your staff credential records weekly, identifies certifications and licenses expiring in the next 60 days, logs a renewal tracker in Google Sheets, and alerts HR in Slack so no clinician works on a lapsed credential.
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