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.

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All categories
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
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
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
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
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
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
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
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
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
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.
WellSkyGmail
Automated eClinicalWorks Scope Reprocessing Log Review
Every morning, WebRun reviews eClinicalWorks and your reprocessing log sheet for endoscopes that completed procedures yesterday, flags any missing or incomplete reprocessing entries, and alerts the GI tech team via Slack.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks GI Provider Utilization Report
Every Monday, WebRun pulls the prior week's appointment and procedure data from eClinicalWorks and delivers a provider utilization report to your practice leadership in Google Sheets and Slack.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks GI Prior Auth Tracking
Every morning, WebRun scans eClinicalWorks for pending prior authorizations on GI procedures and posts a status digest to Slack so your team can chase approvals before cases are scheduled.
eClinicalWorksAirtableSlack
Automated eClinicalWorks Pathology Result Follow-Up
Every morning, WebRun checks eClinicalWorks for newly returned pathology results from GI procedures and builds a follow-up worklist for your clinical team so no result is overlooked.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks Open Encounter Chaser
Every morning, WebRun scans eClinicalWorks for GI encounters that are unsigned or missing documentation more than 24 hours after the visit, and sends providers a Slack reminder to complete their notes.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks GI No-Show Report
Every afternoon, WebRun reviews eClinicalWorks for patients who missed their GI appointments that day, builds a no-show report, and posts it to Slack so your front desk can act before the day ends.
eClinicalWorksSlack
Automated eClinicalWorks GI Referral Intake Routing
Every morning, WebRun checks eClinicalWorks for new GI referrals received since the last run, reviews the referral details, and routes each to the appropriate provider in Slack so intake calls happen the same day.
eClinicalWorksAirtableSlack
Automated eClinicalWorks GI Denied Claim Tracking
Every morning, WebRun scans eClinicalWorks for denied insurance claims on GI procedures and builds a prioritized worklist for your billing team so appeals are filed before deadlines pass.
eClinicalWorksAirtableSlack
Automated eClinicalWorks Endoscopy Schedule Digest
Every morning, WebRun pulls tomorrow's endoscopy schedule from eClinicalWorks and posts a structured digest to Slack so providers, nurses, and front desk are aligned before the first patient arrives.
eClinicalWorksSlack
Automated eClinicalWorks Colonoscopy Prep Reminders
WebRun checks eClinicalWorks each morning for upcoming colonoscopy appointments, then drafts personalized prep instruction messages for staff review before any patient contact is made.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks GI Care Gap Report
Every week, WebRun reviews your eClinicalWorks patient panel for common GI care gaps such as overdue colorectal cancer screening, unresolved abnormal labs, and lapsed follow-up intervals, and delivers a prioritized report to your team.
eClinicalWorksGoogle SheetsSlack
Automated eClinicalWorks Bowel Prep Compliance Flags
Every morning, WebRun checks eClinicalWorks for upcoming colonoscopy patients who have not confirmed their bowel prep instructions, and flags them for a clinical staff call before their procedure date.
eClinicalWorksGoogle SheetsTelegram
Automated eClinicalWorks Patient Balance Reminders
Every week, WebRun reviews eClinicalWorks for GI patients with outstanding account balances, drafts balance reminder messages for staff approval, and logs each case to Google Sheets so your billing team can review and send with one click.
eClinicalWorksGoogle SheetsSlack
Automated ServiceTitan Spring Replacement Recalls
WebRun checks ServiceTitan for customers whose garage door spring replacement job is approaching the typical service life, drafts a proactive recall notice for each, and queues the drafts for your team to review and send.
ServiceTitanGmailAirtable

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