Templates

Workflow templates.
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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.

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Automated WellSky Hospice Bereavement Contact Tracking

WebRun checks WellSky each morning for families due for their 1-month, 3-month, and 13-month bereavement contacts, drafts a personalized outreach message for each, and queues every draft for your bereavement coordinator to review and send.

Automated Home Visit Reminders

WebRun drafts SMS visit reminders for families and caregivers from upcoming WellSky appointments and queues them for your approval before any message is sent.

Automated Medical Supply Reorder

WebRun monitors supply inventory levels in Google Sheets, drafts purchase order emails through Gmail when stock falls below your reorder threshold, and posts a low-stock alert to Slack for manager approval before any order is placed.

Google Sheets›

Automated Visit Staffing Alerts

WebRun scans WellSky for visits scheduled tomorrow that still have no clinician assigned and alerts your staffing coordinator in Slack and via a Twilio draft text so every visit is covered before the day begins.

Automated Patient Satisfaction Surveys

WebRun drafts a post-visit satisfaction survey text for each completed visit logged in Google Sheets, queues the drafts in Twilio for coordinator approval, and alerts the team in Slack when a low score response is received.

Google Sheets›

Automated Home Health Referral Intake

WebRun logs every inbound hospital referral into Google Sheets and alerts your intake team in Slack so no admission opportunity slips through.

Google Sheets›

Automated Recertification Tracking

WebRun tracks every patient's 60-day recertification window in Axxess, logs upcoming deadlines to Google Sheets, and drafts reminder alerts for the clinical team before time runs out.

Google Sheets›

Automated OASIS QA Worklist

WebRun compiles every OASIS document pending QA review in Axxess into a Google Sheet worklist and alerts the QA clinician in Slack so nothing sits unreviewed for days.

Google Sheets›

Automated Missed Visit Alerts

WebRun scans Axxess for visits that were not completed on time, flags each no-show or late check-in, and alerts your scheduler in Slack so action is taken the same day.

Automated Caregiver Hours Digest

WebRun pulls visit hours from WellSky each morning, logs a daily caregiver hours summary to Google Sheets, flags any anomalies, and posts the digest to Slack so payroll and scheduling always have an accurate picture.

Google Sheets›

Automated Family Update Digests

WebRun drafts a weekly care update email for each patient's family contact based on visit notes in WellSky and queues every draft in Gmail for a clinician to review before anything is sent.

Automated Caregiver Credential Tracking

WebRun tracks license, CPR, and TB test expiry dates for every caregiver in Google Sheets, drafts reminder emails through Gmail, and posts upcoming expirations to Slack so your agency stays compliant.

Google Sheets›

Automated Authorization Tracking

WebRun monitors payer authorization expiry dates and unit balances in Axxess, logs upcoming gaps to Google Sheets, and alerts your intake team in Slack before a patient visits without active authorization.

Google Sheets›

Automated Home Health AR Report

WebRun pulls outstanding claim data from Axxess, builds an AR aging worklist in Google Sheets sorted by payer and days outstanding, and alerts your biller in Slack each Monday morning.

Google Sheets›

Automated Senior Living Waitlist to Vacancy Matching

When a unit becomes available, WebRun checks the waitlist for prospects who match the room type and care level, scores the top fits, and alerts the admissions team with a draft outreach message ready to approve.

Automated Senior Living Tour Lead Follow-Up

After a tour, WebRun pulls the lead from your CRM, drafts a warm follow-up message, and queues it for a staff member to review and send.

PointClickCare›

Automated Senior Living Staff Credential Compliance Tracking

WebRun reviews staff credential records each week, flags any license or certification expiring in the next 60 days, and drafts a renewal reminder email for the HR team to review and send.

Google Sheets›

Automated Senior Living Resident Birthday List

Every Monday, WebRun pulls resident birthdays for the coming week from your care system, formats a celebration-ready list, and posts it to the life-enrichment team in Slack.

ALIS by Medtelligent›

Google Sheets›

Automated Senior Living Occupancy Census Report

Each Monday morning, WebRun pulls the current census from your property management system, calculates occupancy by care level, and posts a move-out forecast digest to operations leadership.

Google Sheets›

Automated Senior Living Move-In Onboarding Checklist

When a new resident is added in your system, WebRun builds a personalised move-in checklist, notifies the care team, and drafts the welcome letter for staff to review.

PointClickCare›

Google Sheets›

Automated Senior Living Monthly Billing Review

Before each billing run, WebRun checks for care-level changes, ancillary charges, and missing fees in your system, compiles a review list in Google Sheets, and alerts the billing team to items that need attention.

Google Sheets›

Automated Senior Living Medication Reorder Reminders

WebRun reviews the eMAR each morning, identifies medications running low, and drafts a reorder request for the charge nurse to review and submit to the pharmacy.

Automated Senior Living Daily Incident Report Digest

WebRun pulls all incidents logged in the previous 24 hours, summarises them by type and severity, and posts a digest to the clinical leadership Slack channel before morning rounds.

PointClickCare›

Google Sheets›

Automated Senior Living Family Update Drafts

WebRun reads recent care notes and flags any resident with a change in condition, upcoming care plan review, or notable milestone, then drafts a personalised family update email for staff to approve.

PointClickCare›

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