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 Compression Stocking Follow-Ups
WebRun checks 1st Providers Choice each week for patients whose post-procedure compression stocking course is ending, and drafts a friendly follow-up email in Outlook asking about fit and whether a replacement pair is needed, left unsent for staff review.
Automated Cerbo Abnormal Biomarker Alerts
Throughout the day, WebRun scans new Cerbo lab results for any biomarker outside its reference range, ranks each by how far out of range and whether it's trending worse, and logs it to a running critical values tracker in Google Sheets.
Automated OptiMantra Consent Form Reminders
WebRun checks OptiMantra and DocuSign each morning for any upcoming patient who hasn't completed their informed consent form, and drafts a reminder email for staff to review and send.
Automated Intellicure HBOT Package Balance Reminders
Every Monday, WebRun opens Intellicure to check each patient's remaining session balance and drafts a friendly reminder email when only a few dives are left in their package.
Automated HelmBot Corporate Partner Check-Ins
Every Monday, WebRun opens HelmBot to review each corporate wellness partner's employee usage, checks QuickBooks Online for their invoice and payment status, and drafts a check-in email in Gmail for your account manager to personalize and send.
Automated Mangomint Package Expiry Reminders
Every morning, WebRun finds clients with a prepaid laser package expiring within 30 days in Mangomint, drafts a personalized Klaviyo reminder to book their remaining sessions, and logs the queue to Google Sheets.
Automated HRT Control Abnormal Lab Flags
WebRun checks HRT Control every few minutes for new lab results outside the normal range, flags the ordering provider in Slack right away, and holds a same-day callback slot on the calendar.
Automated PatientNow Before and After Photo Reports
WebRun scans PatientNow every Monday for patients who crossed a body weight loss milestone with before and after photos on file, logs each to a Google Sheet, and drafts a permission request in Mailchimp asking if they'd like to be featured.
Automated PracticeQ Corporate Event Booking Drafts
When a corporate or group event request comes into PracticeQ, WebRun drafts a booking confirmation email and a deposit invoice in Stripe, then leaves both for your events coordinator to review before anything goes out.
Automated AestheticsPro Photo Consent Checklist
Every night, WebRun checks AestheticsPro for treatment photos taken that day, cross checks each patient's signed photo release, logs any gap to Google Sheets, and flags it to your team in Slack before the photo is used anywhere.
Healthie Automated Food and Symptom Log Review
WebRun reviews each client's food and symptom logs in Healthie since the last check, flags repeated symptom spikes or missed logging streaks, records them to a tracking sheet, and alerts you in Slack so you can review before the next session.
Automatic Annual Hematology Checkup Reminders
WebRun finds patients due for their annual comprehensive haematology review in Cellma, drafts a reminder text in Twilio and a reminder email in Gmail for each one, and leaves both for staff to review before they go out.
Glooko Automated A1C Follow-up Tracking
Every morning, WebRun checks athenahealth for new A1C results, pulls each patient's recent glucose trends from Glooko for context, and drafts a follow-up text in Twilio for any elevated result, queued for the care team to review before it sends.
Automatic Bisphosphonate Refill Reminders
WebRun checks DrChrono for patients whose bisphosphonate prescription is due for refill, cross-checks their latest T-score in Hologic Horizon DXA, and drafts a text reminder in Twilio for staff to send before adherence lapses.
Automated EEG and MRI Result Follow-Up
WebRun checks Nexus Clinical every hour for new EEG, MRI, and CT results, drafts a plain-language follow-up message for the ordering clinician to review, and posts the care team a Slack alert so no result sits unread.
Automated Cascade Testing Outreach
Every morning, WebRun checks Progeny Clinical for newly confirmed pathogenic results, drafts a family letter in DocuSign the patient can share with at risk relatives, and drafts a Gmail follow up for the counselor, without contacting any relative directly.
Automated Bladder Botox Scheduling
WebRun confirms the urodynamics diagnosis on file with Laborie supports intradetrusor Botox, prepares the prior authorization in CoverMyMeds, and drafts the procedure consent in DocuSign for staff to review before it reaches the patient.
Automated Biologic Infusion Scheduling
Every Monday, WebRun checks ModuleMD for patients due for their next biologic infusion, holds a matching chair slot on Google Calendar, and posts the week's infusion schedule to Slack so nursing can prep premedication ahead of time.
Automatic Abnormal LFT Alert Routing
WebRun watches gGastro (ModMed) throughout the day for liver function tests outside normal range, posts an urgent Slack alert to the right hepatologist or on call provider, and holds an urgent follow up slot on Google Calendar.
Automated Antibiotic Prior Auth Tracking
Every Monday, WebRun checks CureMD for antibiotic orders needing prior authorization, updates a Google Sheets tracker with each payer and status, and alerts billing in Slack when one stalls or nears expiration.
Nextech Automated Prior Authorization Status Checks
Every morning, WebRun checks Nextech and Availity for the status of every pending Mohs preauthorization, flags any request stalled or at risk of expiring before the scheduled surgery date, and posts your billing team a prioritized Slack list.
Automated Bukku Aging Receivables Report
Every Monday, WebRun opens Bukku, buckets every unpaid invoice into current, 30, 60, and 90-plus days overdue, logs the full aging breakdown to a sheet, and sends you a WhatsApp summary of your biggest exposure.
Automated Sapaad Daily Z Report Summary
Every morning, WebRun opens Sapaad, pulls last night's Z report totals, and sends you a clean summary on WhatsApp so you know yesterday's numbers before you reach the restaurant.
Automated CONTPAQi Accounts Payable Alerts
Every morning, WebRun checks CONTPAQi for vendor bills due in the next week, drafts a payment approval list in Outlook for your finance lead, and messages a same day heads up on WhatsApp for anything due today.
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