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 Tebra OBGYN Patient Balance Reminders
WebRun scans Tebra weekly for patients with outstanding balances past 30 days, drafts a polite reminder for each account, and queues all drafts in Google Sheets for staff review before any message is sent.
Automated Tebra Abnormal Pap Followup Worklist
WebRun scans Tebra for abnormal Pap smear results that have no follow-up appointment scheduled, then builds a prioritized colposcopy and retest worklist for provider review.
Automated OPIE Software Supply Reorder Alerts
Every morning, WebRun checks inventory levels in OPIE Software for components and supplies approaching reorder thresholds, and posts a reorder alert to Slack so purchasing can act before stock runs out.
Automated OPIE Software Proof of Delivery Collection
Every morning, WebRun checks OPIE Software for delivered devices without a signed proof-of-delivery on file and posts a collection worklist to Slack so billing staff can chase signatures before claims go out.
Automated OPIE Software Prior Authorization Tracking
Every morning, WebRun checks OPIE Software for prior authorizations expiring soon or still pending, and posts a prioritized tracker to Slack so nothing lapses.
Automated OPIE Software AOB Form Tracker
Every morning, WebRun checks OPIE Software for patients missing a signed assignment-of-benefits form and posts a collection worklist to Slack so billing staff can close the gap before claims are submitted.
Automated OPIE Software No-Show Report
Each evening, WebRun pulls no-show and cancelled appointments from OPIE Software and posts a rescheduling worklist to Slack so no patient falls through the cracks.
Automated OPIE Software New Referral Intake Routing
Every morning, WebRun reviews new referrals received in OPIE Software, matches each to the appropriate clinician based on specialty and availability, and posts routing assignments to Slack so intake never stalls.
Automated OPIE Software Fitting Appointment Reminders
Every evening, WebRun pulls tomorrow's fitting appointments from OPIE Software and prepares reminder drafts for each patient, ready for staff to review and send.
Automated OPIE Software Fabrication Status Digest
Every morning, WebRun opens OPIE Software, reviews every device in the fabrication queue, flags jobs that are behind schedule or missing documentation, and posts a prioritized status digest to Slack.
Automated OPIE Software Documentation Completion Chaser
Every morning, WebRun scans OPIE Software for patient encounters with incomplete clinical documentation and posts a completion worklist to Slack so nothing gets billed before the chart is done.
Automated OPIE Software Denied Claim Worklist
Every morning, WebRun scans OPIE Software for denied claims, organizes them by denial reason and filing deadline, and posts a prioritized worklist to Slack so your billing team tackles the highest-risk ones first.
Automated OPIE Software Delivery Follow-Up Drafts
Every evening, WebRun reviews OPIE Software for devices delivered that day, drafts a follow-up message for each patient checking on comfort and fit, and queues them for staff review before any outreach goes out.
Automated OPIE Software Central Fab Order Tracking
Every morning, WebRun reviews outstanding central fabrication orders in OPIE Software, checks for orders approaching expected delivery dates or with no status update, and posts a tracker digest to Slack so your team follows up before patient appointments are affected.
Automated OPIE Software Patient Balance Reminder Drafts
Every Monday, WebRun reviews outstanding patient balances in OPIE Software and drafts a polite payment reminder for each patient, ready for staff to approve before any message is sent.
Automated Cerbo Supplement Refill Reminders
WebRun checks Cerbo each morning for patients whose supplement protocols are due for a refill, drafts a reminder for each, and queues them for your review before anything is sent.
Automated Cerbo Patient Review Request Drafts
Every evening, WebRun finds patients who completed a visit today, and for those flagged as satisfied by your provider, queues a personalized review request draft in Gmail for your team to send the next morning.
Automated Cerbo Patient Recall Reminders
Every Monday, WebRun scans Cerbo for patients who have not had a visit in 90 days or more, drafts a personalized recall message for each, and queues those drafts for staff review before anything is sent to the patient.
Automated Cerbo Provider Utilization Report
Every Monday, WebRun pulls the prior week's appointment data from Cerbo and posts a provider utilization report to Slack, showing booked hours versus available hours for each clinician so your practice manager can spot capacity gaps and take action.
Automated Cerbo Care Package Visit Tracking
Every Monday, WebRun opens Cerbo, counts the remaining visits on every active patient care package, and posts a usage summary to a Google Sheet so your front desk always knows who is running low before they book.
Automated Cerbo No-Show Report
Every evening, WebRun pulls Cerbo's appointment records, identifies patients who missed their visit today, and posts a tidy report to Slack so your team can follow up first thing tomorrow.
Automated Cerbo New Patient Intake Routing
When a new patient intake form arrives in Cerbo, WebRun reads their chief concerns, assigns them to the best-fit provider based on specialty and availability, and posts a routing summary to Slack so your coordinator can confirm the match in seconds.
Automated Cerbo Membership Renewal Reminders
Every Monday, WebRun checks Cerbo for patients on a membership or wellness plan whose renewal date falls within the next 30 days, drafts a warm renewal reminder for each, and queues those drafts for staff to review before sending.
Automated Cerbo Abnormal Lab Result Worklist
Every morning, WebRun scans Cerbo for newly arrived lab results that have abnormal values, builds a prioritized follow-up worklist, and posts it to your Slack channel so providers can act the same day.
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