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 CGM APRIMA Wellness Visit Reminders
Every Monday, WebRun checks CGM APRIMA for patients due for their Annual Wellness Visit in the next 60 days, drafts a friendly reminder text in Twilio for staff to review, and posts a Slack summary of who to schedule first.
Automated Driver Schedule Ride Assignment Alerts
The moment a ride is assigned or changed in Driver Schedule, WebRun texts the driver the pickup time, address, and resident name, and confirms the alert in Slack for dispatch.
Automated Alora Care Handoff Note Drafts
Before each respite shift, WebRun checks Alora for the client's current care plan and recent notes, drafts a handoff summary in Gmail for the incoming relief caregiver, and flags it in Slack for a supervisor to review before it goes out.
Automated MedVision Day Center Attendance Digest
Every morning, WebRun checks MedVision QuickCap for the prior day's PACE day center attendance, flags no shows and early pickups, logs the pattern to a Google Sheet, and posts a Slack digest so center staff can follow up on missed days.
Automated StoriiCare Behavior Incident Follow Ups
Every morning, WebRun checks StoriiCare for logged behavior incidents that still need a follow up, logs the open items in Google Drive, and alerts your care team in Slack about what's outstanding.
Automated ECP Discharge Notice Checklist
When a discharge or transfer is initiated in ECP, WebRun assembles the required notice checklist, prepares the notice in DocuSign left unsent for your administrator's review, and logs each checklist item in a Google Sheet so nothing is missed before the resident leaves.
Automated ElderSuite Annual Assessment Reminders
Every weekday morning, WebRun opens ElderSuite, finds participants whose annual comprehensive assessment is coming due, blocks time on the assessing nurse's calendar, and pings them on Telegram so no required reassessment is late.
Automated Therap EVV Exception Flags
Every night, WebRun checks Therap for electronic visit verification exceptions like missed clock-ins or mismatched visit details, posts the list to your compliance channel, and drafts a correction note for anything past the deadline.
Automated Sigmund Dietitian Consult Follow Ups
WebRun checks each patient's dietitian consult notes in Sigmund Software every morning, drafts a follow up email confirming next steps for the dietitian to review and send, and posts a Slack summary of any consult with no follow up scheduled.
Automated Zoobook Dispensing Log Reconciliation
WebRun compares each day's dosing log in Zoobook Systems against the recorded medication counts, logs any variance to Google Sheets, and texts the diversion control officer through Twilio the moment a discrepancy needs same day review.
Automated Sobriety Hub Bed Hold Reminders
Every morning, WebRun checks Sobriety Hub for bed holds ending in the next 2 days, texts a reminder to the house manager, and logs each hold's status in Google Sheets.
Automated LongevityEHR Biomarker Trend Report
Every Monday, WebRun opens LongevityEHR, compares each member's newest biomarker panel to their last one, flags any marker moving the wrong direction, and posts a ranked digest to Slack so your clinical team knows who needs outreach first.
Automated Vein Clinic Ultrasound Recheck Reminders
WebRun checks 1st Providers Choice each morning for patients due a follow-up or post-procedure surveillance ultrasound, confirms there's no appointment already on Google Calendar, and drafts a friendly reminder email in Outlook for the front desk to review and send.
Automated Cerbo Membership Renewal Reminders
Every Monday, WebRun finds patients whose annual membership or care plan renews within 30 days, checks QuickBooks to confirm they haven't already paid, and drafts a personal renewal reminder in Gmail for staff to review and send.
Automated Ketamine Inventory Reconciliation Alerts
WebRun checks OptiMantra's controlled substance log every night, reconciles vial counts against dispensing and waste records, flags any discrepancy, and drafts a reorder request when supply is running low.
Automated Intellicure HBOT Dive Progress Digest
Every Monday, WebRun opens Intellicure, checks each active patient's dive count against their prescribed protocol total, flags anyone falling behind pace, and drafts a progress digest for your clinical team to review.
Automated HelmBot Cryo Chamber Service Alerts
Every night, WebRun opens HelmBot to total each cryo chamber's session cycles for the day, logs running totals against the manufacturer's service schedule in a Google Sheet, and pings the ops team on Telegram when a chamber is due for service.
Automated Mangomint Client Winback Drafts
Every Monday, WebRun finds clients in Mangomint who have not booked a session in four months, drafts a personalized WhatsApp winback message with an incentive, and pings your manager on Telegram with the queue.
Automated HRT Control Compounding Order Recaps
Every night, WebRun reviews the day's compounding pharmacy orders in HRT Control, matches each one against QuickBooks, and posts the clinic a recap of what shipped and what's still pending.
Automated PatientNow GLP-1 Refill Reminders
WebRun checks PatientNow each morning for patients due for their next semaglutide or tirzepatide refill, drafts a personalized reminder for each in Gmail, and leaves every draft unsent for your staff to review and send.
Automated PracticeQ IV Drip Appointment Digest
Every morning, WebRun pulls today's booked IV drip appointments from PracticeQ, logs them to a Google Sheet, and posts the day's schedule to your team in Slack.
Automated AestheticsPro Botox Touchup Reminders
Every morning, WebRun finds patients in AestheticsPro whose Botox is due for a touchup, drafts a friendly reminder for each, and leaves every draft in Gmail for your front desk to review before sending.
Healthie Automatic Group Class Scheduling
WebRun checks Healthie every Monday for open seats in this week's group nutrition classes, confirms each registered client's class package payment in Stripe, and books their seat on your class calendar.
Automatic Bleeding Disorder Referral Intake
WebRun finds new bleeding disorder referrals logged in Cellma, checks the earliest new-patient slot in Google Calendar, and logs each referral to a Google Sheets intake worklist for your coordinator to action.
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