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 Cerbo New Patient Intake Summary
When a new patient completes their intake form, WebRun pulls their history, current supplements, and prior labs from Cerbo, builds a one page summary in Google Sheets, and emails the assigned provider so they walk into the first visit prepared.
Automated Ketamine Integration Session Follow Ups
WebRun checks OptiMantra and Google Calendar each morning for patients who missed a scheduled post infusion integration session, and drafts a reschedule text for your staff to review before it goes out.
Automated Intellicure HBOT New Patient Plan Summary
When a new patient's dive plan is entered in Intellicure, WebRun prepares the treatment plan for signature in DocuSign and drafts a welcome summary in Gmail for your team to review before it reaches the patient.
Automated HelmBot Off Peak Session Promotions
Every Monday, WebRun opens HelmBot to find last week's quietest booking windows, drafts a promo email in Mailchimp offering a discount for those hours, and logs the results to a Google Sheet so you can see what actually fills the room.
Automated Mangomint Off Peak Promo Drafts
Every Monday, WebRun checks Mangomint for under booked off peak slots in the week ahead, drafts a Klaviyo promo offering a discount for those times, and pings your manager on Telegram with the queue.
Automated HRT Control New Patient Lab Summaries
Every morning, WebRun reads each new patient's baseline hormone panel in HRT Control, logs a clean summary to a Google Sheet, and lets the provider know it's ready for chart review.
Automated PatientNow New Patient Intake Summaries
WebRun reviews PatientNow each morning for patients who completed their intake consultation, logs each new enrollee's starting weight, goal, and chosen program to a Google Sheet, and emails your team a summary so onboarding never slips.
Automated PracticeQ Nurse Staffing Recap
Every Friday, WebRun compares nurse shift hours in PracticeQ against drips administered, pulls labor cost from QuickBooks Online, and posts your staffing recap to Slack.
Automated AestheticsPro New Patient Consult Briefs
The moment a new patient intake form is submitted, WebRun reads it in AestheticsPro, logs a clean summary to Google Sheets, and pings the assigned provider in Slack so they walk into the consult prepared.
Healthie Automatic Renal Diet Follow Ups
WebRun checks each renal client's latest potassium and phosphorus labs logged in Healthie, flags any value outside their target range, books a follow up visit on your calendar, and drafts a diet adjustment email for your review.
Automated Infusion Reschedule Outreach
WebRun finds infusion appointments cancelled or missed that day in Cellma, drafts a reschedule text in Twilio for each patient, and posts your infusion suite a Slack worklist of who still needs rebooking.
Glooko Automated Hypoglycemia Event Alerts
Every hour, WebRun checks Glooko for new severe or repeated low glucose events, pages the on-call nurse in Twilio right away, and drafts a check-in email in Gmail to the patient, held for clinician review before it sends.
Automatic Fall Risk Assessment Scheduling
WebRun reviews Hologic Horizon DXA scan results for patients whose T-score or history signals high fall risk, checks Google Calendar for open assessment slots, and posts your care team a scheduling worklist in Slack.
Automated Movement Disorder Medication Reminders
WebRun finds upcoming Parkinson's, dystonia, and tremor visits in Nexus Clinical, drafts a text asking each patient to confirm their current medications and any side effects, and logs every response to a Google Sheet so staff walk into the visit already knowing where things stand.
Automated Genetic Testing Insurance Appeals
Every Monday, WebRun checks Progeny Clinical for genetic test claims denied by the payer, drafts an appeal letter in Gmail citing the clinical guidelines and family history, and logs every appeal's status in a Google Sheet for your billing team.
Automated Prolapse Symptom Questionnaires
WebRun reads completed prolapse symptom questionnaires from Phreesia, scores them, checks Laborie to see if the patient already has urodynamics testing on file, and logs every score in Google Sheets so the provider walks into the visit with a clear picture.
Automatic Lung Nodule Follow-Up CT Scan Reminders
Every morning, WebRun checks ModuleMD for patients with a tracked lung nodule due for a follow-up CT, drafts a reminder email in Gmail for the care coordinator to review and send, and posts a Slack summary of who is due this week.
Automated Hepatitis Antiviral Refill Reminders
WebRun checks gGastro (ModMed) each week for patients on hepatitis B or C antiviral therapy who are within 7 days of running out, drafts a refill reminder in Gmail for staff review, and logs each patient's adherence status to Google Sheets.
Automated Lab Culture Follow-Up Alerts
When a new lab culture result posts in CureMD, WebRun flags any positive or resistant organism, alerts the on-call clinician in Slack, and drafts a patient follow-up email for review before it sends.
Nextech Automated Referral Outcome Reports
Every night, WebRun reviews the day's completed Mohs cases in Nextech, drafts an outcome letter for each referring dermatologist, and leaves every letter unsent in Gmail for your surgeon to review before it goes out.
Automated Bukku Xero P&L Digest
On the first business day of the month, WebRun opens Bukku, pulls last month's profit and loss, combines it with your related entity's numbers in Xero, and sends you a Telegram digest of revenue, costs, and margin across both books.
Automated Sapaad Online Order No-Show Alerts
During delivery hours, WebRun watches Sapaad for online orders marked ready but not picked up within your time limit, and texts the branch manager so a stuck order gets actioned while it is still fresh.
Automated CONTPAQi Inventory Reorder Alerts
Every night, WebRun checks CONTPAQi Comercial stock levels against each item's reorder point, logs every low stock item to a sheet, and messages your purchasing lead on WhatsApp with what to reorder first.
Automated Alegra Monthly Tax Report
On the 1st of every month, WebRun opens Alegra, totals last month's sales tax collected and paid, builds the summary in Google Sheets, and files the supporting invoices in Google Drive for your accountant to review and file.
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