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.
PACE Programs
Automated MedVision PACE Enrollment Checklist
Every morning, WebRun checks MedVision QuickCap for new PACE enrollment applications, verifies which required intake documents are on file, logs the checklist status to a Google Sheet, and drafts a follow up email in Outlook for any family still missing paperwork.
Memory Care
Automated StoriiCare Life Story Profile Tracking
WebRun checks each resident's life story profile in StoriiCare for missing photos, music, or milestones, updates your tracker in Google Drive, and pings staff in Slack with who still needs details added.
Assisted Living Communities
Automated ECP Satisfaction Survey Follow-Ups
As soon as a satisfaction survey comes in, WebRun reads the response in Google Sheets, looks up the resident and family contact in ECP, and drafts a personal follow-up in Gmail for low scores, left unsent for your team to review and send.
Adult Day Care
Automated ElderSuite Medication Record Gap Alerts
Every hour during operating hours, WebRun opens ElderSuite, checks the medication administration record for gaps or missing signatures, pings the charge nurse on Telegram right away, and emails your director of nursing an end-of-day summary.
Home-Based Primary Care
Automated CGM APRIMA Medication Reconciliation
Every night, WebRun reviews CGM APRIMA for medication lists updated during the day's home visits, flags discrepancies, duplicate therapies, and high risk interactions, and logs each flag to Airtable with a Slack alert for provider review.
Non-Emergency Senior Transportation
Automated Driver Schedule Rider Satisfaction Survey
Every Monday, WebRun finds last week's completed rides in Driver Schedule, drafts a short satisfaction survey invite for each family in SurveyMonkey, and posts a Slack summary of responses so low scores get a fast follow-up.
Respite Care Services
Automated Alora Respite Hours Authorization Tracking
Every week, WebRun checks Alora for each client's authorized versus used respite hours, logs the running balance to Google Sheets, and drafts a renewal request email in Gmail for any authorization closing out within 2 weeks.
PACE Programs
Automated MedVision Medication Reconciliation Flags
Every morning, WebRun compares each participant's active medication list in MedVision QuickCap against newly logged prescriber orders and pharmacy fills, flags discrepancies like duplicate therapies or missing doses, and posts a Slack alert so nursing can reconcile the list before the next dose.
Memory Care
Automated StoriiCare Family Video Visit Scheduling
Every Monday, WebRun checks StoriiCare for residents who haven't had a family video visit recently, drafts a scheduling email with open times in Gmail, and notifies your family liaison in Slack once it's ready to send.
Assisted Living Communities
Automated ECP Move-In Pipeline Digest
Every morning, WebRun opens ECP, checks every prospect's stage from inquiry to signed lease, confirms which residency agreements are still out for signature in DocuSign, and emails your admissions team a clear digest of who is moving in this week and who needs a nudge.
Adult Day Care
Automated ElderSuite Medicaid Denial Follow-Ups
Every morning, WebRun opens ElderSuite, finds denied and rejected Medicaid and MCO claims, logs the dollars at risk to QuickBooks, and drafts a follow-up email to each payer for your biller to review and send.
Home-Based Primary Care
Automated CGM APRIMA Hospital ED Admission Alerts
WebRun watches CGM APRIMA for hospital or ED admission notifications on your homebound patients, posts an alert to Slack right away, and drafts a heads up email to the assigned provider for review before it's sent.
Non-Emergency Senior Transportation
Automated Driver Schedule Recurring Ride Reminders
Each evening, WebRun checks Driver Schedule and Google Calendar for tomorrow's standing rides, like dialysis or therapy runs, and drafts a reminder text for each family contact, ready for your coordinator to review and send.
Respite Care Services
Automated Alora Family Satisfaction Follow-ups
After each respite stay ends, WebRun checks Alora for the completed booking, drafts a satisfaction follow-up email in Gmail to the family, and schedules a callback on Google Calendar for a coordinator when it's the family's first stay or a past rating was low.
PACE Programs
Automated MedVision Level of Care Recert Reminders
Every Monday, WebRun checks MedVision QuickCap for participants whose level of care recertification is due within 60 days, logs the schedule to a Google Sheet, and drafts a recertification packet request in Outlook for each participant's physician.
Memory Care
Automated StoriiCare Family Photo Update Drafts
Every Friday, WebRun finds new photos and moments logged in StoriiCare, drafts a warm family update email for each resident, and leaves it in Gmail for a staff member to review before sending.
Assisted Living Communities
Automated ECP Care Level Billing Reconciliation
Every Monday, WebRun opens ECP, compares each resident's current assessed care level against what they were actually billed, logs every mismatch in a Google Sheet, and emails your business office the discrepancies to correct, never changing a resident's bill itself.
Adult Day Care
Automated ElderSuite Pickup Notification Drafts
Every afternoon before closing, WebRun opens ElderSuite, checks which participants are wrapping up their day, and drafts a short pickup-ready text for each family, holding every message unsent for your front desk to review and send.
Home-Based Primary Care
Automated CGM APRIMA Home Visit Route Digest
Every morning, WebRun opens CGM APRIMA, pulls today's home visit list, orders the stops into a route with drive time buffers on Google Calendar, and posts the full route to Slack before the first visit.
Non-Emergency Senior Transportation
Automated Driver Schedule No-Show Follow-Up List
Every night, WebRun checks Driver Schedule for rides marked as no-show or missed pickup, logs each one to a Google Sheet, and posts a follow-up list to Telegram so your team knows exactly who to call the next morning.
Respite Care Services
Automated Alora EVV Clock-In Exception Alerts
Every 15 minutes, WebRun checks Alora for missed clock-ins, late arrivals, and geofence exceptions on respite shifts, posts the exception list to Slack, and drafts an urgent text in Twilio for shifts more than 15 minutes late with no check-in.
PACE Programs
Automated MedVision IDT Meeting Notes Digest
Every Monday, WebRun reads the interdisciplinary team meeting notes logged in MedVision QuickCap for each participant, compiles the action items and follow ups into a Google Sheet, and posts a Slack digest so nurses, social workers, and therapists know exactly what to do next.
Memory Care
Automated StoriiCare Engagement Reporting
Every Monday, WebRun pulls each resident's activity participation from StoriiCare, compiles a weekly engagement report in Google Drive, and emails the administrator a summary of who is engaging and who has pulled back.
Assisted Living Communities
Automated ECP Lease Renewal Reminders
Every Monday, WebRun opens ECP, finds every residency agreement expiring in the next 60 days, prepares the renewal in DocuSign with the fields filled in but left unsent, and logs the status in a Google Sheet for your business office to review and send.
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