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.
Sports vision
Automated Reaction Time Outcome Reports
WebRun compares an athlete's first and latest Sports Vision EyeQ scores in RightEye, drafts a proud before-and-after outcome email in Gmail, and pencils their next reassessment onto Google Calendar, all held for your team to review before anything is sent.
Vision therapy
Automated CI Outcome Reports
When a convergence insufficiency patient completes their program, WebRun pulls their before and after measures from Sanet Vision Integrator, builds the outcome comparison in a Google Sheet, and drafts a discharge outcome report for your doctor to review.
Hearing aid retail
Auditdata Automated AR Aging Digest
Every week, WebRun reconciles unpaid patient balances between Auditdata Manage and QuickBooks, ages them by how overdue they are, and posts your billing team an internal Slack digest of the money outstanding.
Optical labs
Automated Account Order Backlog Summary
WebRun compiles each eyecare account's open and in-progress jobs from Ocuco Innovations, drafts a personalized backlog summary in Outlook per account, and posts your account managers a Slack rollup of which accounts have aging jobs.
Dental service organizations
Automated Dental Recall Reactivation Queue
Each week, WebRun opens Denticon, finds patients across every office overdue for hygiene recall, logs the reactivation queue to a Google Sheet, and drafts recall texts in Twilio for each office to approve.
Pediatric dentistry
Automated Denied Claim Resubmission Queue
WebRun finds denied and rejected pediatric Medicaid claims in Oryx Dental, builds a prioritized resubmission worklist in Google Sheets, and posts your billing team a triage summary in Slack.
Prosthodontics
Automated Shade Photo Attachment Checks
WebRun checks cases about to go to the lab in XLDent, confirms the shade photos are attached in your image folder, and reminds the team in Slack about any case still missing them so the lab is never guessing.
Periodontics
Panda Perio Automated AR Digest
WebRun reconciles outstanding patient balances between Panda Perio and QuickBooks, ranks who owes what and for how long, and posts your billing team an aged receivables digest so nothing quietly slips past collection.
Dental sleep medicine
Automated Medical A/R Aging Digest
WebRun reconciles unpaid oral appliance claims in DentalWriter against QuickBooks, builds an aging A/R worklist, and posts a Slack digest so your team works the oldest medical balances first.
Sports vision
Automated Pre-Season Screening Scheduling
WebRun takes a team roster, sets up each athlete for a Sports Vision EyeQ screening in RightEye, prepares a Calendly slot for each, and posts the day's schedule to Slack for staff to confirm before invites send.
Vision therapy
Automated Vision Therapy Rebooking
WebRun spots yesterday's no shows and cancellations in Sanet Vision Integrator, finds the next open slot in Calendly, and drafts a warm rebooking text for each family, leaving every message for your front desk to review.
Hearing aid retail
Auditdata Automated Repair Status Updates
Every morning, WebRun reviews open hearing aid repairs in Auditdata Manage, drafts a status update text for patients whose devices are back or overdue, and tracks the whole repair pipeline in a sheet.
Optical labs
Automated Lens Remake Warranty Check
WebRun reviews remake requests in Ocuco Innovations against the original job date and coating warranty, builds a Google Sheet worklist marking each as warranty or chargeable, and drafts an Outlook reply to the account.
Dental service organizations
Automated Dental Fee Schedule Change Log
When a payer fee schedule changes in Denticon, WebRun captures exactly what moved, drafts a plain-language broadcast to office managers for approval, and posts the change log to Slack.
Pediatric dentistry
Automated School Absence Note Generation
WebRun reviews each day's pediatric visits in Oryx Dental, generates a school absence note per child in Google Docs, and drafts a Gmail message to the guardian for your front desk to send.
Prosthodontics
Automated Remake Lab Case Reorders
WebRun spots restorations marked for remake in XLDent, drafts a clear reorder to the lab for each, and posts the team a Telegram flag so remakes are reordered fast and never quietly stall.
Periodontics
Panda Perio Automated Eligibility Checks
WebRun pulls next week's surgical schedule from Panda Perio, verifies each patient's benefits and remaining maximum, records the eligibility detail in Google Sheets, and posts your billing team a worklist so no case is a coverage surprise.
Dental sleep medicine
Automated OAT Denial Appeal Queue
WebRun pulls denied oral appliance therapy claims from DentalWriter, groups them by denial reason and payer in a sheet, drafts an appeal for each, and posts a Slack digest so nothing expires unappealed.
Sports vision
Automated Missed-Session Rebooking Texts
WebRun spots athletes who missed a training session in RightEye, finds open slots on Google Calendar, and drafts a friendly rebooking text in Twilio for your front desk to approve before it sends.
Vision therapy
Automated Optometry Referral Thank-Yous
Each week, WebRun finds patients referred in by another optometrist from Sanet Vision Integrator, files a copy of the update letter in Google Drive, and drafts a thank you and progress note to the referring doctor for your team to review.
Hearing aid retail
Auditdata Automated Demo Stock Aging
Every week, WebRun reviews demo and stock hearing aids in Auditdata Manage, works out how long each unit has sat unsold, and sends your team an internal aging report so slow moving devices get moved before they date.
Optical labs
Automated Optical Lab Throughput Report
WebRun pulls the day's production numbers from Ocuco Innovations each night, logs jobs started, finished, shipped, and remade to a Google Sheet, and posts your managers a Slack throughput report.
Dental service organizations
Automated Regional Dental KPI Scorecards
Every Monday, WebRun opens Denticon, builds a KPI scorecard for each region, logs it to a Google Sheet, and drafts a per region email to each manager that waits for a human to review and send.
Pediatric dentistry
Automated Orthodontic Referral Handoffs
WebRun gathers each child flagged for an orthodontic referral in Oryx Dental, drafts a complete handoff email to the specialist in Gmail, and holds a suggested consult time on Google Calendar.
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