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.
Automated DrChrono PDMP Check Reminder Queue
WebRun scans DrChrono each morning for upcoming appointments where a controlled substance may be prescribed and flags those without a recent PDMP check documented, posting a reminder queue to the clinical team in Slack.
Automated DrChrono Pain Management No-Show Report
Every evening, WebRun reviews DrChrono appointments for the day, identifies no-shows and late cancellations, and sends your front desk a Slack digest so they can follow up and backfill slots.
Automated DrChrono New Patient Intake Routing
WebRun checks DrChrono each morning for new patient intake forms submitted overnight, reviews the chief complaint and referral source, and posts the scheduling team a Slack routing recommendation with the best-fit provider.
Automated DrChrono Medication Agreement Renewal Tracking
WebRun scans DrChrono each week, flags patients whose controlled-substance treatment agreements are due or overdue for renewal, and posts your care team a prioritized worklist in Slack.
Automated DrChrono Injection Series Recall Reminders
WebRun scans DrChrono each week for patients whose injection series protocol says they are due for the next dose but have no appointment booked, then drafts recall messages for staff to review and send.
Automated DrChrono Denied Claim Appeal Worklist
WebRun pulls denied claims from DrChrono every morning and posts your billing team a prioritized Slack worklist ranked by denial reason and filing deadline so every appeal gets filed on time.
Automated DrChrono Pain Clinic Schedule Digest
Each morning, WebRun pulls tomorrow's appointment schedule from DrChrono and posts the care team a Slack digest showing each provider's patient load, procedure types, and any prep flags.
Automated DrChrono Pain Management Care Gap Report
WebRun audits DrChrono weekly for patients who are overdue for a required touchpoint (lab review, medication check, or follow-up) and posts the clinical team a care gap report in Slack.
Automated DrChrono Patient Balance Reminder Drafts
WebRun finds outstanding patient balances in DrChrono each week and drafts a polite reminder for each account, queueing every message in Google Sheets for staff review before anything is sent.
Fusion Web Clinic OT Therapist Utilization Report
Every Monday, WebRun opens Fusion Web Clinic, calculates last week's productivity metrics for each OT therapist including scheduled versus completed visits and billable hours, and logs the report to Google Sheets for supervisor review.
Fusion Web Clinic OT Plan of Care Recert Tracking
WebRun reviews Fusion Web Clinic each morning, finds OT plans of care due for recertification within the next 14 days, and posts a reminder digest to Slack so therapists can complete reassessments on time.
Automated Fusion Web Clinic OT Outcomes Report
On the first of each month, WebRun opens Fusion Web Clinic, aggregates goal completion rates, discharge outcomes, and average episode length for OT patients, and logs the summary report to Google Sheets for leadership review.
Automated Fusion Web Clinic OT No-Show Report
Every evening, WebRun opens Fusion Web Clinic, tallies the day's no-shows and late cancellations, and sends your front desk a concise Google Sheets report so lost slots get tracked and rebooking is prioritized.
Fusion Web Clinic OT New Referral Intake Routing
WebRun checks Fusion Web Clinic for new OT referrals each morning, reads the referral details, matches each to the most appropriate available therapist based on specialty and caseload, and posts the routing recommendation to Slack for your intake coordinator to confirm.
Fusion Web Clinic OT Home Program Follow-Up Drafts
WebRun checks Fusion Web Clinic each week for OT patients assigned a home exercise program more than 7 days ago, drafts a brief check-in message for each, and queues the drafts for your therapist to review and send.
Fusion Web Clinic OT Re-Evaluation Deadline Tracker
WebRun checks Fusion Web Clinic each Monday, finds OT patients whose re-evaluation is due within the next 30 days, and posts a prioritized list to Slack so therapists can schedule assessments before payer deadlines.
Fusion Web Clinic OT Documentation Completion Chaser
Every evening, WebRun scans Fusion Web Clinic for unsigned or incomplete OT session notes from the day, and posts a per-therapist list to Slack so documentation is finalized before billing runs.
Fusion Web Clinic OT Discharge Follow-Up Drafts
WebRun checks Fusion Web Clinic each Monday, finds OT patients discharged 30 days ago, and drafts a brief follow-up message for each to queue for therapist review, keeping care continuity and recall opportunities on track.
Fusion Web Clinic OT Denied Claim Worklist Automation
Every morning, WebRun opens Fusion Web Clinic, pulls all newly denied OT claims, groups them by denial reason, and logs the worklist to Google Sheets so your billing team can begin appeals without hunting through the portal.
Automated Fusion Web Clinic OT Daily Schedule Digest
Every morning, WebRun pulls the day's OT schedule from Fusion Web Clinic and posts a concise digest to Slack so your therapists and front desk know exactly what the day holds before the first patient arrives.
Fusion Web Clinic OT Patient Balance Reminder Drafts
WebRun opens Fusion Web Clinic each Monday, finds patients with outstanding balances over 30 days old, drafts a polite balance reminder for each, and queues them for your front desk to review and send.
Fusion Web Clinic OT Authorization Burn Alerts
WebRun checks Fusion Web Clinic each morning, finds active authorizations burning close to their unit limit, and posts a prioritized alert to Slack so your team can request renewals before sessions are disrupted.
Automated ModMed Orthopedic Surgical Backlog Report
WebRun reviews ModMed each week for patients awaiting surgery scheduling, flags how long each has been waiting, and posts a backlog summary to the practice manager in Slack.
Automated ModMed Orthopedic Surgery Prep Reminders
WebRun reads upcoming surgical cases in ModMed, drafts personalized prep instructions for each patient, and queues them for staff review before sending.
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