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 Therap Health Recall Reminders for IDD
WebRun checks Therap weekly for individuals with overdue or upcoming health recalls such as annual physicals, dental visits, and lab work, logs each to a tracker, and drafts appointment request messages for the care team to review and send.
Automated Alumni Review Request Drafts for Treatment Centers
WebRun checks Kipu Health weekly for patients who completed treatment 30 to 60 days ago, drafts a personalized review request for each alumni for staff review, and queues approved messages for dispatch via Mailchimp so your reputation grows without compromising patient privacy.
Automated Therap Service Authorization Expiry Tracking
WebRun checks Therap weekly for service authorizations expiring soon, logs each to a Google Sheets tracker, and alerts billing staff in Slack so renewals are submitted before services are interrupted.
Kipu Health Automated Lab Results Routing
When Kipu Health receives a new lab result for an active patient, WebRun identifies the ordering provider, posts an internal alert to Slack, and flags any critical value so no result sits unreviewed in a chart while a patient is in active treatment.
Automated Therap No-Show Recovery Tracking
When a supported individual misses a scheduled session, WebRun flags the no-show in Therap, drafts a reschedule message for staff review, and logs the event to Google Sheets for billing follow-up.
Kipu Health Automated Referral Pipeline Tracking
WebRun monitors your referral pipeline in Kipu Health CRM, logs each new referral and its current stage in Google Sheets, and posts a daily status digest to Slack so your admissions team never loses a warm referral.
Automated Therap New Individual Intake Document Chaser
When a new individual is added in Therap, WebRun checks which intake documents are still missing, logs the gaps to Google Sheets, and drafts a follow-up to the coordinator for review.
Kipu Health Automated Alumni Follow-Up Recall Reminders
WebRun checks Kipu Health weekly for alumni whose next recommended follow-up date is approaching, drafts a scheduling reminder for staff review, and queues approved reminders for dispatch via Gmail so no alumni misses a recommended care milestone.
Automated Therap ISP Review Due Date Tracking
WebRun checks Therap each week for Individual Service Plans due for annual or semi-annual review, posts a ranked list to Slack, and drafts calendar holds for the care coordinator to confirm.
Kipu Health Automated Provider Utilization Digest
Every Monday, WebRun reads session data from Kipu Health, calculates each clinician's caseload, group facilitation hours, and note completion rate, and posts a utilization digest to Slack so clinical supervisors can spot capacity gaps and burnout risk early.
Automated Therap GER Incident Report Follow-Up Tracking
After a General Event Report is filed in Therap, WebRun checks for overdue follow-up steps, logs each open item to a tracker, and alerts the program director in Slack to keep investigations on schedule.
Kipu Health Automated Prior Auth Expiry Tracker
WebRun checks Kipu Health daily for authorizations expiring in the next 7 days, builds a renewal worklist by payer and level of care, and posts it to Slack so your UR team can act before coverage lapses.
Automated Therap EVV Exception Flagging and Worklist
Every morning, WebRun checks Therap for Electronic Visit Verification exceptions from the prior day, logs each to a worklist, and alerts the billing supervisor in Slack so corrections are made before claims are submitted.
Kipu Health Automated No-Show Recovery
When a patient misses an admission or clinical appointment in Kipu Health, WebRun flags the gap, drafts a re-engagement message for staff review, and logs the outreach attempt in Google Sheets.
Automated Therap Medicaid Eligibility Verification Worklist
At the start of each month, WebRun checks Therap for active individuals and flags any whose Medicaid eligibility needs to be re-verified, logging each to a Google Sheets worklist and alerting billing staff in Slack.
Kipu Health Automated Intake Paperwork Chaser
WebRun checks Kipu Health each morning for new patients with outstanding intake documents, drafts a completion reminder for admissions staff review, and logs the status in Google Sheets so nothing falls through the cracks.
Automated Therap Claim Denial Worklist
WebRun checks Therap daily for returned or denied claims, logs each denial with its reason code to a worklist, and alerts the billing team in Slack so appeals are filed on time.
Kipu Health Automated Eligibility Verification Worklist
Every morning, WebRun checks Kipu Health for patients admitted or scheduled for admission in the next 48 hours, builds an eligibility verification worklist for your billing team, and posts a status digest to Slack so no patient starts treatment on unverified coverage.
Automated Therap Care Gap Detection and Outreach Drafts
Each week, WebRun checks Therap for individuals who have missed required services or have goals without recent progress notes, logs the gaps, and drafts coordinator outreach for staff to review before sending.
Kipu Health Automated Claim Denial Worklist
WebRun checks Kipu Health and QuickBooks daily for denied claims, categorizes each denial by reason code, and posts a prioritized appeal worklist to Slack so your billing team tackles the highest-value denials first.
Automated Therap Billable Unit Utilization Digest
Every week, WebRun checks Therap for each individual's authorized versus delivered billable units, flags anyone trending over or under their authorization, and sends a utilization digest to the billing team.
Kipu Health Automated Alumni Care Gap Outreach Drafts
WebRun checks Kipu Health weekly for alumni who have missed check-in milestones or stepped down without scheduling continuing care, drafts a re-engagement outreach for staff review, and posts the care gap list to Slack so your alumni team can act before someone slips through the cracks.
Automated Therap Appointment Confirmation Drafts
Before each week begins, WebRun checks Therap for upcoming medical and specialty appointments, drafts confirmation messages for the care coordinator to review, and logs confirmed appointments to Google Calendar.
Kipu Health Automated Appointment Confirmation Drafts
WebRun checks Kipu Health each afternoon for tomorrow's appointments, drafts a confirmation message for each patient for staff review, and posts a send-ready queue to Google Sheets so your front desk can approve and dispatch in one pass.
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