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.
ABA therapy
Automated ABA Unbilled Sessions Worklist
WebRun scans CentralReach every morning for sessions delivered but not yet billed, builds a worklist by therapist and payer, and posts it to Slack so your billing team can close out revenue before the billing window closes.
ABA therapy
Automated ABA Treatment Plan Review Reminders
WebRun checks treatment plan review dates in CentralReach each week, flags clients whose plans are due for review within 30 days, posts an internal worklist to Slack, and drafts family notification messages for BCBA review.
ABA therapy
Automated RBT Supervision Hours Tracking
WebRun checks CentralReach each week for RBTs whose monthly supervision hours are falling behind the BACB requirement, logs the shortfalls to a Google Sheet, and posts a digest to Slack so supervising BCBAs can close the gap before month-end.
ABA therapy
Automated ABA Staff Billable Utilization Report
WebRun pulls session and scheduling data from CentralReach each Monday, calculates billable utilization by therapist, and posts a weekly digest to Slack so clinical leadership can spot underutilization and rebalance caseloads before it affects revenue.
ABA therapy
Automated ABA Session Note Completion Reminders
WebRun checks CentralReach each evening for sessions delivered but not yet documented, compiles a list of missing notes by therapist, and drafts reminder messages for your clinical director to review and send.
ABA therapy
Automated RBT BCBA Credential Expiry Tracking
WebRun checks your staff credential records in CentralReach each week, flags any RBT or BCBA certifications expiring within 60 days, posts an internal digest to Slack, and drafts renewal reminder messages for your HR lead to review.
ABA therapy
Automated ABA Parent Progress Update Drafts
WebRun pulls session data and goal progress from CentralReach each week, drafts a parent-friendly progress summary for each active client, and queues the messages in Gmail for your BCBAs to review before sending.
ABA therapy
Automated ABA No-Show and Cancellation Report
WebRun pulls no-show and cancellation data from CentralReach each Monday, calculates rates by therapist and client, and posts a weekly report to Slack so your clinical team can spot attendance patterns and take action before they affect authorizations.
ABA therapy
Automated ABA Intake Waitlist Routing
WebRun reviews new intake submissions and your waitlist in CentralReach each morning, matches open slots to eligible clients, and posts a routing digest to Slack so your intake coordinator always knows who to contact next.
ABA therapy
Automated ABA Claim Denial Worklist
WebRun pulls denied and rejected claims from CentralReach each morning, groups them by denial reason and payer, and posts a prioritized worklist to Slack so your billing team can begin appeals before the deadline passes.
ABA therapy
Automated ABA Canceled Session Makeup Scheduling
WebRun reviews canceled sessions in CentralReach each morning, identifies clients who need makeup appointments, and drafts family outreach messages for your scheduling team to review and send.
ABA therapy
Automated ABA Authorization Units Burn-Rate Alerts
WebRun reviews authorized and used units in CentralReach each morning, calculates burn rates for each active client, and posts a Slack alert when a client is on track to exhaust units early or to drastically underutilize their authorization.
ABA therapy
Automated ABA Authorization Expiry Tracking
WebRun checks your active authorizations in CentralReach every morning, flags any expiring within 30 days, and posts a worklist to Slack while drafting renewal request letters for your billing team to review.
Mental health
Automated Unsigned Notes Reminders
WebRun reads each clinician's To-Do list in TherapyNotes each morning, logs every unsigned or overdue progress note to a Google Sheet, and posts a private Slack nudge so therapists clear their own documentation before it piles up.
Mental health
Automated Treatment Plan Review Alerts
WebRun checks TheraNest each week for clients whose treatment plan is due for review soon, logs them to a Google Sheet per clinician, and posts each therapist a private Slack heads-up so no plan lapses out of date.
Mental health
Automated Jane Telehealth Session Prep
Each evening WebRun reads tomorrow's Jane schedule, drafts a reminder with the secure video link for every telehealth client in Gmail, and sends you a Telegram run-down so the day is set and no one is missing a link.
Mental health
Automated Supervision Hours Tracking
WebRun tallies each associate clinician's logged client and supervision hours in TherapyNotes each week, updates a Google Sheet running toward their licensure target, and posts a private Slack summary so no one falls behind on hours.
Mental health
Automated Sliding-Scale Fee Reviews
WebRun checks SimplePractice each month for clients whose reduced sliding-scale fee is a year old, drafts a gentle review request to each in Gmail, and posts your front desk a Slack list of fees due for their annual check-in.
Mental health
Automated ROI Expiry Reminders
WebRun checks TheraNest each week for release-of-information authorizations nearing their expiry, drafts a renewal request to each client in Gmail, and pings you on Telegram with which ROIs lapse soon so coordinated care never stalls.
Mental health
Automated Therapy Balance Reminders
WebRun finds clients with an overdue balance in SimplePractice each week, checks Stripe for any payment that already cleared, drafts a polite reminder with a pay link in Gmail, and leaves each one for the front desk to review and send.
Mental health
Automated Therapy No-Show Follow-Up
WebRun reviews yesterday's TherapyNotes schedule each morning for no-shows and late cancellations, drafts a caring re-book message to each client in Gmail, and pings you on Telegram with who missed and who to rebook.
Mental health
Automated Headway Referral Routing
WebRun checks Headway for new client referrals each morning, matches each to the best-fit clinician by specialty and open availability, drafts a warm welcome reply in Gmail, and pings your intake team in Slack with the suggested match.
Mental health
Automated SimplePractice Superbill Drafts
At month end WebRun pulls each self-pay client's sessions from SimplePractice, drafts a superbill email to every client in Gmail with the statement attached, and posts your billing team a Slack list of superbills ready to review and send.
Mental health
Automated SimplePractice Intake Chasing
WebRun checks SimplePractice each morning for new clients whose intake forms are still pending, drafts a warm reminder to each one in Gmail, and posts your front desk a Slack list of paperwork still outstanding before the first session.
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