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.

Senior, Home & Hospice Care
All categories
Skilled nursing
PointClickCare Automated Post-Discharge Review Drafts
WebRun checks PointClickCare each week for residents discharged to home in the last seven days, and drafts a warm review-request message for your social worker to review and send, helping your facility build its online reputation over time.
PointClickCareGoogle SheetsGmail
Skilled nursing
PointClickCare Automated Resident Balance Follow-Up
WebRun reviews PointClickCare each week for resident and responsible-party balances past 30 days, logs them in a Google Sheet, and drafts a courteous balance-reminder letter in Gmail for your business office to review and send.
PointClickCareGoogle SheetsGmail
Skilled nursing
PointClickCare Automated Prior Auth Expiry Tracking
WebRun checks PointClickCare each weekday for Medicare Advantage and Medicaid prior authorizations expiring in the next ten days, logs them in a Google Sheet, and alerts your billing team in Slack so renewals never slip through.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated No-Show Recovery
WebRun checks your PointClickCare schedule each morning for missed therapy sessions, flags the resident and responsible party, and drafts a reschedule outreach for your staff to review and send.
PointClickCareGoogle SheetsGmail
Skilled nursing
PointClickCare Automated MDS Due-Date Tracking
WebRun scans PointClickCare each day for MDS assessments coming due in the next seven days, logs them in a Google Sheet, and posts a prioritized reminder to Slack so your MDS coordinator never misses a submission window.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated Eligibility Verification Worklist
WebRun checks PointClickCare each weekday for residents admitted in the last 48 hours or scheduled for admission in the next three days whose insurance eligibility has not been verified, logs each in a Google Sheet, and posts a verification worklist to the billing team in Slack.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated Hospital Referral Follow-Up
WebRun checks PointClickCare each weekday for open hospital discharge referrals that have not had a status update in 24 hours, logs them in a Google Sheet, and posts a follow-up prompt to your admissions team in Slack.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated Claim Denial Worklist
WebRun checks PointClickCare each weekday for new claim denials, categorizes them by denial reason and payer, logs everything in a Google Sheet, and posts a prioritized worklist to your billing team in Slack so no denial sits unworked.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated Daily Census Digest
WebRun pulls your daily census and bed-occupancy figures from PointClickCare each morning and posts a concise digest to Slack and a running log to Google Sheets so leadership always has the current picture.
PointClickCareGoogle SheetsSlack
Skilled nursing
PointClickCare Automated Care Gap and Family Outreach Drafts
WebRun checks PointClickCare each week for residents with upcoming care conferences who have open care-plan goals past their target date, and drafts a family update letter for your clinical team to review before any communication goes out.
PointClickCareGoogle SheetsGmail
Skilled nursing
PointClickCare Automated Appointment Confirmation Drafts
WebRun checks PointClickCare each weekday for specialist or off-site appointments scheduled for the next two days, and drafts a confirmation message for each resident's responsible party for your care team to review before sending.
PointClickCareGoogle CalendarGmail
Skilled nursing
PointClickCare Automated Admissions Paperwork Follow-Up
WebRun checks PointClickCare each weekday for recent admissions with outstanding consent forms or financial agreements, logs the gaps in a Google Sheet, and drafts a follow-up message for your admissions coordinator to review before sending.
PointClickCareGoogle SheetsGmail
Hospice care
Automated WellSky Hospice Visit Frequency Compliance
WebRun reviews WellSky each morning, compares each patient's completed visits against their plan-of-care frequency, and posts a Slack worklist of any patient who is falling behind so the scheduling team can close the gap.
WellSkyGoogle Sheets
Hospice care
Automated WellSky Hospice Supply Delivery Coordination
WebRun reviews WellSky each morning for patients whose supplies are due for reorder or whose delivery is overdue, logs each to a Google Sheet, and posts a coordination list to Slack so the supply team can dispatch before patients run out.
WellSkyGoogle Sheets
Hospice care
Automated WellSky Hospice Recertification Tracking
WebRun scans WellSky each morning for patients whose hospice benefit period recertification is coming due, flags any whose face-to-face or physician signature is not yet complete, and posts a prioritized worklist to Slack.
WellSkySlack
Hospice care
Automated WellSky Hospice Plan of Care Review Tracking
WebRun scans WellSky each morning for patients whose interdisciplinary plan of care review is coming due, checks whether the required disciplines have signed, and posts a worklist to Slack so the care team can complete reviews before the deadline.
WellSkySlack
Hospice care
Automated WellSky Hospice Admission Onboarding Kickoff
When WellSky records a new hospice admission, WebRun builds an onboarding checklist in Airtable, assigns tasks to the clinical and administrative team, and posts a kickoff summary to Slack so the intake team can move fast on day one.
WellSkyAirtableSlack
Hospice care
Automated WellSky Hospice Missed Visit Followup
WebRun checks WellSky each morning for visits that were scheduled but not completed, logs them to a Google Sheet, and posts a same-day Slack alert to the scheduling team so missed visits are rescheduled quickly.
WellSkySlackGoogle Sheets
Hospice care
Automated WellSky Hospice Medication Reconciliation Queue
WebRun opens WellSky each morning, finds patients whose medication profiles have not been reconciled within the required window or have a recent order change, and posts a prioritized reconciliation queue to Slack for the clinical team.
WellSkySlack
Hospice care
Automated WellSky Hospice IDG Meeting Prep
Before each interdisciplinary group meeting, WebRun pulls the patient list from WellSky, checks visit frequency compliance, open medication reconciliations, plan-of-care review status, and outstanding documentation, and delivers a ready-to-use IDG prep digest to the team.
WellSkyGoogle Sheets
Hospice care
Automated WellSky Hospice Family Update Drafts
WebRun checks WellSky each morning for patients with a significant status change, drafts a compassionate family update message for each, and queues every draft in Gmail for your care coordinator to review, personalize, and send.
WellSkyGmail
Hospice care
Automated WellSky Hospice Documentation Completion Chaser
WebRun scans WellSky each morning for visit notes, assessments, and care summaries that are overdue or incomplete, logs each gap to a Google Sheet, and posts a Slack alert to the clinical team so documentation is completed before billing cycles close.
WellSkyGoogle SheetsSlack
Hospice care
Automated WellSky Hospice Denied Claim Tracking
WebRun checks WellSky each morning for newly denied hospice claims, logs each denial with its reason code and age to Google Sheets, and posts a Slack alert to the billing team so appeals are filed before timely-filing limits expire.
WellSkyGoogle SheetsSlack
Hospice care
Automated WellSky Hospice Daily Census Digest
WebRun pulls the current patient census from WellSky each morning, tallies admissions, discharges, and deaths since yesterday, and posts a clean digest to Slack so every department starts the day with the same picture.
WellSkySlack

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