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.
Auditdata Automated Appointment Intake
Whenever a patient books a hearing test, WebRun reads the request in Auditdata Manage, creates the clinic calendar event, and drafts a confirmation text for staff to approve before it goes out.
Automated Rx Lab Order Validation
WebRun checks each incoming Rx lab order in Ocuco Innovations for missing measurements, invalid lens combinations, and account details, then flags anything incomplete in Slack before the job reaches the lab floor.
Automated Denticon Multi-Office Production Rollup
Each morning, WebRun opens Denticon, pulls yesterday's production, collections, and adjustments for every office, logs them to a Google Sheet, and posts a ranked group rollup to Slack.
Automated Pediatric Patient Intake Setup
WebRun turns each new pediatric booking into a ready patient record in Oryx Dental, sends the guardian a portal intake link, and drafts a warm welcome text for your front desk to approve.
Automated XLDent Rehab Consult Intake
WebRun watches your inbox for new full-mouth rehabilitation consult requests, starts a patient chart in XLDent with the referral details, and posts the team a triage note so no complex case sits unassigned.
Panda Perio Automated Referral Triage
WebRun reads inbound referrals from your inbox, opens a matching record in Panda Perio, captures the referring dentist, reason, and urgency, and posts your front desk a triaged worklist so no perio referral sits unread.
nAbleIVF Automated Cryotank Position Audit
Every morning, WebRun opens nAbleIVF, walks the cryostorage module tank by tank, checks that every recorded sperm, egg, and embryo specimen sits in the cane and canister position it should, and sends a discrepancy report to Telegram so your lab finds a misplaced specimen before a patient does.
Verify MC Automated Eligibility Intake Triage
WebRun reads each new patient enquiry in Verify MC, checks whether their state and stated condition make them eligible for a medical cannabis certification, and posts a triaged intake queue to Slack so your front desk starts the day knowing exactly who to book.
Automated Sleep Referral Intake
WebRun reads new physician referrals for oral appliance therapy from your inbox, logs each one in DentalWriter and a tracking sheet, and drafts a referral acknowledgement to the physician office for your team to review and send.
Sonio Automated Anatomy View Check
For each anatomy scan of the day, WebRun opens Sonio, compares the captured views against the required anatomy checklist, and posts the sonographer a Slack list of any views or image-quality gaps to reshoot while the patient is still in the room.
Automated CIED Red Alert Escalation
Every few minutes, WebRun checks Octagos for red-alert CIED transmissions, texts the on-call allied professional through Twilio, and posts an escalation card to Slack so a critical arrhythmia or lead failure never waits in the queue.
Renvio Automated Missed Treatment Alerts
WebRun checks Renvio each morning for patients who missed or shortened a scheduled hemodialysis run, drafts a caring reschedule outreach for staff to review, and posts the missed treatment list to Microsoft Teams so your clinic can reach patients before they skip another session.
Automated Endoscope Reprocessing Gap Alerts
WebRun reads each scope's reprocessing history in EndoManager and ScopeCycle, flags any endoscope past its hang-time limit or missing a disinfection step, and posts an alert to Slack so the scope is quarantined before the next case.
Automated Spravato Monitoring Window Log
Every morning, WebRun opens Osmind, finds today's Spravato patients, checks each one is booked for the required two-hour post-dose monitoring, logs any gaps to Google Sheets, and posts the clinic team a Slack list of who needs a monitoring slot.
Automated Hair Transplant Consult Intake
WebRun collects new hair transplant enquiries from Instagram, opens a patient record in TrichoSuite, and drafts a WhatsApp message offering scan appointment times for a human to send.
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Automated OBL Case Schedule Conflict Checks
Every morning, WebRun reads tomorrow's HI-IQ case schedule, finds double-booked rooms, staff clashes, and cases missing a required resource, and posts your lead tech a clear conflict list in Microsoft Teams.
OmniMD Automated Vein Referral Intake
Every morning, WebRun reads new vein consult referrals in OmniMD, checks each one for a completed insurance and symptom intake, and posts your front desk a triaged worklist in Slack so nothing sits unbooked.
Automated Lavu POS Void and Discount Anomaly Flags
Every morning, WebRun scans your Lavu void and discount log for the previous day, spots any unusual patterns by employee or amount, and posts a flagged list to Slack for the manager to review.
Heartland POS Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's Heartland sales by item, ranks your top sellers by revenue and units sold, and posts the ranked list to Slack so you can plan ordering and promotions.
NCR Aloha Automated Weekly Top-Sellers Report
Every Monday, WebRun reads NCR Aloha's item sales data for the prior week, ranks your top 10 sellers by revenue and by quantity, and posts the results to Slack so your team can plan purchasing and promotions.
Automated Revel Systems Top-Sellers Weekly Report
Every Monday, WebRun pulls last week's item-level sales from Revel Systems, ranks your top sellers by revenue and quantity, and posts a visual summary to Slack so your team can make informed menu and prep decisions.
SpotOn Weekly Top-Sellers Report Automation
Every Monday, WebRun pulls last week's SpotOn item sales, ranks your top performers by revenue and by quantity, and posts the results to Slack so you can make smarter menu and inventory decisions.
TouchBistro Automated Weekly Top-Sellers Report
Every Monday, WebRun pulls last week's TouchBistro menu-item sales, ranks the top performers, and posts the report to Slack so you can plan your week.
Aplos Automated Budget Revision Notice Drafts
When a budget revision or allocation change is recorded in Aplos, WebRun drafts a formal notice to the relevant program staff and board contact, and queues it for finance-team review before sending.
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