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 PT Plan of Care Dropout Alerts
WebRun finds patients with remaining authorized visits who have not scheduled their next appointment and drafts a personal outreach message for staff to send.
Automated PT Patient Balance Reminders
WebRun finds patients with overdue balances in your PT billing system, drafts a polite balance reminder for each one, and queues the messages for front-desk review before sending.
Automated PT No-Show Recovery Outreach
When a patient no-shows or late-cancels, WebRun drafts a personalized recovery message and flags the case for the front desk to review and resend, keeping patients on their plan of care.
Automated PT New Patient Intake Form Outreach
When a new patient evaluation is scheduled, WebRun drafts a personalized intake form package for the patient and queues it for front-desk review before sending, so the first visit starts on time.
Automated PT Home Exercise Program Check-In
Between visits, WebRun drafts a personalized check-in message for patients on a home exercise program, asking about adherence and any pain or difficulty, and queues each message for staff review before sending.
Automated PT Discharge Outcome Surveys
When a patient is discharged, WebRun drafts a personalized outcome survey and review request, queues it for staff review, and logs responses in a Google Sheet for clinical and marketing use.
Automated PT Daily Schedule Digest
Each morning before the clinic opens, WebRun pulls the day's full schedule from your PT system and posts a structured caseload digest to the clinical Slack channel so every therapist and the front desk know exactly what the day holds.
Automated PT Claim Denial Worklist
WebRun pulls every denied claim from your PT billing system each morning, categorizes denials by reason code, and posts a prioritized worklist to the billing team in Slack so the highest-value cases are worked first.
Automated PT Insurance Authorization Expiry Tracker
WebRun checks every active authorization in your PT system daily, flags those expiring within 7 days, and drafts renewal request letters for your biller while alerting the front desk in Slack.
Automated PT Appointment Reminders
WebRun checks tomorrow's PT schedule each afternoon, drafts a personalized appointment reminder for each patient, and queues them for front-desk review before they are sent.
Automated Weekly Process Serving Throughput Report
Every Monday, WebRun pulls the prior week's job data from ServeManager, calculates completion rate, attempt rate, and server utilization, and posts a clean summary to Slack for your weekly ops review.
Automated Unservable Process Serving Escalation Worklist
WebRun scans ServeManager daily for jobs marked unservable or skip trace needed, builds a prioritized escalation worklist, and posts it to Slack so your team resolves blocked cases before clients notice.
Automated Process Server Daily Route Digest
Each morning, WebRun pulls assigned jobs from ServeManager for each server, groups them by geographic zone, and sends each server a Slack message with their ordered job list for the day.
Automated Process Serving Deadline Tracking
WebRun checks ServeManager each morning for jobs nearing their serve-by date, flags anything due within 48 hours, and posts a prioritized deadline list to Slack so nothing slips.
Automated Rush Process Serving Job Alerts
WebRun monitors ServeManager throughout the day for new jobs flagged as rush, then immediately posts an alert to Slack and texts the on-call server via Twilio so rush cases are picked up within minutes.
Automated Process Serving Lead Follow-Up
WebRun checks your lead inbox and quote log each morning for unanswered quote requests, drafts a timely follow-up email for each, and posts a lead list to Slack so your team knows where things stand.
Automated Process Serving Invoice Chaser
WebRun finds overdue invoices in QuickBooks each week, drafts polite payment reminders for each client, and posts a chase list to Slack so nothing stays unpaid by accident.
Automated Process Serving Job Intake Routing
When a new job lands in ServeManager, WebRun reads the location and job type, identifies the best available server, assigns the job, and posts a Slack alert to the team so the case gets moving without manual triage.
Automated Process Serving Completed Serve Billing
WebRun checks ServeManager each day for newly completed jobs, drafts an invoice in QuickBooks for each, and leaves the draft for your review before it is sent to the client.
Automated Client Weekly Status Report for Process Servers
Every Monday, WebRun pulls each client's open jobs from ServeManager, summarizes attempt counts, completion rates, and pending items, and drafts a weekly status email for your review.
Automated Process Serving Client Status Updates
After each service attempt is logged in ServeManager, WebRun drafts a concise status email to the client with the attempt detail, leaving it in Gmail for your review before sending.
Automated Affidavit Completion Chaser for Process Servers
WebRun scans ServeManager each morning for completed serves missing a filed affidavit, then drafts a reminder email to the server asking them to upload the proof of service.
Automated PR Weekly Client Status Digest
Each Friday, WebRun pulls the week's activity from your coverage log and campaign tracker, drafts a clear weekly status email per client in Gmail, and leaves every message unsent for the account lead to review before it goes to the client.
Automated PR Reporter Query Routing
When a reporter query lands, WebRun reads the topic, matches it to the right client account and subject-matter expert, logs the opportunity in Google Sheets, and pings the correct team member in Slack so nobody misses a journalist on deadline.
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