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.
Automated ModMed Prior Authorization Tracking
WebRun checks ModMed daily for open prior authorization requests, flags those nearing deadline or lacking a payer response, and posts a prioritized worklist to Slack.
Automated ModMed Post-Op Follow-Up Reminders
WebRun reviews ModMed daily for patients due for post-operative follow-up visits, drafts outreach for each, and queues them for staff review before any patient contact.
Automated ModMed PT Referral Loop Closure
WebRun checks ModMed for outstanding PT referrals, identifies which patients have not yet scheduled or attended their first PT session, and posts a follow-up list so your team can close the loop.
Automated ModMed Orthopedic No-Show Reporting
WebRun scans ModMed after each day for no-shows and cancellations, logs them in Google Sheets, and posts a same-day report to front desk staff in Slack.
Automated ModMed New Patient Intake Routing
WebRun checks ModMed for newly registered patients, reviews their referral diagnosis and insurance, and routes each to the correct provider with a Slack intake alert so the right team member follows up first.
Automated ModMed Imaging Results Follow-Up
WebRun reviews ModMed for imaging orders without a returned result, flags overdue studies, and posts a daily follow-up worklist so no result sits unreported.
Automated ModMed DME Order Tracking
WebRun monitors ModMed for DME orders placed at your orthopedic practice, logs dispense status, and alerts staff when orders are pending pickup or missing documentation.
Automated ModMed Denied Claim Worklist
WebRun reviews ModMed daily for newly denied claims, categorizes them by denial reason, and posts a prioritized appeal worklist to the billing team in Slack.
Automated ModMed Orthopedic Daily Schedule Digest
WebRun pulls each provider's appointment list from ModMed each morning and posts a structured day-ahead digest to your team in Slack, covering visit counts, procedure mix, and any gaps or double-books.
Automated ModMed Orthopedic Care Gap Reporting
WebRun reviews ModMed weekly for patients overdue on bone density scans, follow-up imaging, or preventive milestones, and posts a care gap report to the clinical team so gaps are closed at the next encounter.
Automated ModMed Patient Balance Reminder Drafts
WebRun reviews ModMed for outstanding patient balances, drafts a polite reminder for each account, and queues them in Google Sheets for billing staff to approve before any message reaches a patient.
Nextech Automated Referral Loop Closure Tracking
WebRun tracks incoming referrals in Nextech, identifies patients who were seen but whose referring provider has not yet received a consult report, and flags the open loops so your care coordinators can close them.
Nextech Automated Provider Utilization Report
Every Monday, WebRun pulls the prior week's scheduling and appointment data from Nextech and posts a provider utilization report to Slack so practice leadership can make smarter scheduling decisions.
Nextech Automated Prior Authorization Tracking
Every morning, WebRun scans Nextech for pending and expiring prior authorizations, flags those needing action, and posts a prioritized worklist to Slack so your billing team never misses a deadline.
Nextech Automated Post-Op Follow-Up Reminders
WebRun checks Nextech for surgical patients whose post-op follow-up appointments are due, drafts reminder messages, and queues them for coordinator review so no patient misses a critical checkup.
Nextech Automated Optical Order Ready Notifications
When Nextech shows an optical order status change to ready, WebRun drafts a pickup notification for the patient and queues it for staff review before any message is sent.
Nextech Automated Ophthalmology No-Show Report
Every evening, WebRun pulls the day's no-show and cancellation data from Nextech and posts a clear summary to Slack so your team can act on open slots first thing tomorrow.
Nextech Automated New Patient Intake Routing
When a new patient appointment is booked in Nextech, WebRun checks the reason for visit, routes the case to the appropriate provider, and posts an intake checklist to Slack so the care team is prepared before the visit.
Nextech Automated Glasses Remake Order Tracking
WebRun monitors Nextech for glasses remake requests, logs each case with reason and lab details to a tracking sheet, and alerts the optical team in Slack so no remake falls through the cracks.
Nextech Automated Diabetic Eye Exam Care Gap Report
WebRun checks Nextech for diabetic patients who have not had a dilated fundus exam this year, logs the care gap list, and prepares a recall queue for staff to review and action.
Nextech Automated Denied Claim Worklist
Every morning, WebRun pulls denied claims from Nextech, groups them by denial reason and payer, and logs a prioritized worklist to Airtable so your billing team can appeal before timely-filing deadlines.
Nextech Automated Daily Clinic Schedule Digest
Every morning before the clinic opens, WebRun pulls the day's full appointment schedule from Nextech and posts a structured digest to Slack so every team member knows what to expect.
Nextech Automated Patient Balance Reminder Drafts
WebRun checks Nextech for outstanding patient balances, drafts a polite payment reminder for each account, and queues the drafts for staff review before any message is sent.
Nextech Automated Annual Exam Recall Reminders
WebRun checks Nextech for patients due for their annual eye exam, drafts personalized recall messages, and queues them for staff review before any outreach goes out.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.