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.
Prosthodontics
Automated Treatment Plan Follow-Ups
WebRun finds restorative treatment plans that were presented but not accepted, drafts a warm follow-up for each patient, and leaves every message unsent so your coordinator can nudge them toward booking with one review.
Periodontics
Panda Perio Automated Consent Tracking
WebRun finds upcoming soft-tissue and bone graft cases in Panda Perio, checks DocuSign for a signed consent, drafts the consent packet to send for any that are missing, and posts your team the outstanding list so no case reaches the chair unsigned.
Dental sleep medicine
Automated Efficacy Retest Reminders
WebRun finds patients who finished titration but have no efficacy sleep retest, puts a reminder on the calendar, and drafts outreach to the patient and referring physician for your team to review and send.
Sports vision
Automated Weekly Athlete Progress Digest
WebRun reads each athlete's latest sessions and Sports Vision EyeQ trends in RightEye, logs the week's progress in Google Sheets, and sends the coach a clear Telegram digest of who improved and who stalled.
Vision therapy
Automated Vision Therapy Superbills
Each night, WebRun reads the completed vision therapy visits from Sanet Vision Integrator, builds a coded superbill in QuickBooks for each, and drafts the patient email, leaving both for your biller to review before anything is sent.
Hearing aid retail
Auditdata Automated Consumable Reordering
Every morning, WebRun checks receiver, dome, and wax guard stock across locations in Auditdata Manage, drafts a purchase order in QuickBooks for anything below par, and pings your team on Telegram.
Optical labs
Automated Rush Lab Order Escalation
WebRun watches rush and same-day jobs in Ocuco Innovations, and when one is falling behind its deadline it drafts an SMS to the assigned lead via Twilio and escalates it in Slack so the job gets pushed to the front.
Dental service organizations
Automated Denticon New-Hire Access Prep
When a new hire appears in Okta, WebRun matches their role to the correct Denticon permission set and office, then queues the access request in Slack for an admin to approve before anything is granted.
Pediatric dentistry
Automated Sedation Consent Collection
WebRun finds children booked for sedation in Oryx Dental, prepares the right consent forms in DocuSign, and drafts a guardian request text in Twilio so every consent is signed before the visit.
Prosthodontics
Automated Predetermination Packet Prep
WebRun gathers the codes, narrative, and supporting images for each restorative predetermination in XLDent, builds a packet in Google Drive, and queues it for your billing lead to approve before it goes to the insurer.
Periodontics
Panda Perio Automated Clearance Requests
WebRun finds upcoming surgical patients who need a physician sign-off in Panda Perio, drafts a clearance request letter to each patient's physician, logs the request in a Google Sheets tracker, and leaves it for your team to approve before it goes out.
Dental sleep medicine
Automated Titration Follow-Up Recall
WebRun finds patients due for a titration follow-up after appliance delivery, logs the recall list in a sheet, and drafts a follow-up text for your team to review and send so nobody stalls mid-titration.
Sports vision
Automated Training Package Invoicing
WebRun tracks how many training sessions each athlete has left in RightEye, prepares a Stripe invoice for anyone whose package is spent, and posts the billing list to Slack for you to approve before charging.
Vision therapy
Automated Vision Therapy Benefit Checks
Ahead of each new evaluation, WebRun reads the patient's insurance details from Sanet Vision Integrator, checks vision therapy coverage on the payer portal, logs the result in a Google Sheet, and posts a heads up to your billing team on Telegram.
Hearing aid retail
Auditdata Automated Waitlist Backfill
Whenever an appointment cancels in Auditdata Manage, WebRun finds the best waitlisted patient for the open slot and drafts an offer text for staff to approve, so gaps in the schedule get filled fast.
Optical labs
Automated Lab Blank Reorder Alerts
WebRun checks frame and lens blank stock in Ocuco Innovations each morning, flags anything below its reorder point, drafts a purchase order email per supplier, and posts a Slack summary of what to reorder.
Dental service organizations
Automated DSO AR Aging Rollup
Each week, WebRun opens Denticon, pulls insurance and patient AR aging for every office, consolidates it in a Google Sheet, and posts a group aging summary to Telegram that flags the worst buckets.
Pediatric dentistry
Automated Post-Op Home-Care Reports
WebRun reviews today's completed pediatric treatments in Oryx Dental, drafts a patient-specific home-care report for each parent in Gmail, and queues a short check-in text in Twilio for approval.
Prosthodontics
Automated Digital Impression Alerts
WebRun watches for incoming digital impression and intraoral scan files, matches each to the right patient chart in XLDent, and pings the team in Slack so the case moves to design without sitting in an inbox.
Periodontics
Panda Perio Automated Implant Reordering
WebRun tallies implant and surgical supply usage from Panda Perio against your Google Sheets par levels, spots which sizes are running low, and drafts a purchase order email to each supplier for the office manager to approve.
Dental sleep medicine
Automated Appliance Delivery Booking
WebRun finds oral appliances that are fabricated and authorized, books a delivery visit on your calendar, and drafts a patient confirmation text for your front desk to review and send.
Sports vision
Automated Training Drill Follow-Up Drafts
WebRun reads each athlete's assigned drills from the RightEye Sports Vision Trainer, drafts a personal follow-up email in Gmail nudging them to complete their homework, and pings your coach in Telegram.
Vision therapy
Automated Vision Therapy Recall Outreach
WebRun scans Sanet Vision Integrator for patients due or overdue for a re-evaluation, and drafts a warm recall email and text for each, leaving every message for your team to review before it goes out.
Hearing aid retail
Auditdata Automated Benefit Verification
Each morning, WebRun reads upcoming fitting appointments in Auditdata Manage, builds a benefit verification worklist for each patient, and posts your billing team an internal Slack digest so coverage is confirmed before the visit.
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