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.
Fusion Web Clinic OT New Referral Intake Routing
WebRun checks Fusion Web Clinic for new OT referrals each morning, reads the referral details, matches each to the most appropriate available therapist based on specialty and caseload, and posts the routing recommendation to Slack for your intake coordinator to confirm.
Fusion Web Clinic OT Home Program Follow-Up Drafts
WebRun checks Fusion Web Clinic each week for OT patients assigned a home exercise program more than 7 days ago, drafts a brief check-in message for each, and queues the drafts for your therapist to review and send.
Fusion Web Clinic OT Re-Evaluation Deadline Tracker
WebRun checks Fusion Web Clinic each Monday, finds OT patients whose re-evaluation is due within the next 30 days, and posts a prioritized list to Slack so therapists can schedule assessments before payer deadlines.
Fusion Web Clinic OT Documentation Completion Chaser
Every evening, WebRun scans Fusion Web Clinic for unsigned or incomplete OT session notes from the day, and posts a per-therapist list to Slack so documentation is finalized before billing runs.
Fusion Web Clinic OT Discharge Follow-Up Drafts
WebRun checks Fusion Web Clinic each Monday, finds OT patients discharged 30 days ago, and drafts a brief follow-up message for each to queue for therapist review, keeping care continuity and recall opportunities on track.
Fusion Web Clinic OT Denied Claim Worklist Automation
Every morning, WebRun opens Fusion Web Clinic, pulls all newly denied OT claims, groups them by denial reason, and logs the worklist to Google Sheets so your billing team can begin appeals without hunting through the portal.
Automated Fusion Web Clinic OT Daily Schedule Digest
Every morning, WebRun pulls the day's OT schedule from Fusion Web Clinic and posts a concise digest to Slack so your therapists and front desk know exactly what the day holds before the first patient arrives.
Fusion Web Clinic OT Patient Balance Reminder Drafts
WebRun opens Fusion Web Clinic each Monday, finds patients with outstanding balances over 30 days old, drafts a polite balance reminder for each, and queues them for your front desk to review and send.
Fusion Web Clinic OT Authorization Burn Alerts
WebRun checks Fusion Web Clinic each morning, finds active authorizations burning close to their unit limit, and posts a prioritized alert to Slack so your team can request renewals before sessions are disrupted.
Automated ModMed Orthopedic Surgical Backlog Report
WebRun reviews ModMed each week for patients awaiting surgery scheduling, flags how long each has been waiting, and posts a backlog summary to the practice manager in Slack.
Automated ModMed Orthopedic Surgery Prep Reminders
WebRun reads upcoming surgical cases in ModMed, drafts personalized prep instructions for each patient, and queues them for staff review before sending.
Automated ModMed Prior Authorization Tracking
WebRun checks ModMed daily for open prior authorization requests, flags those nearing deadline or lacking a payer response, and posts a prioritized worklist to Slack.
Automated ModMed Post-Op Follow-Up Reminders
WebRun reviews ModMed daily for patients due for post-operative follow-up visits, drafts outreach for each, and queues them for staff review before any patient contact.
Automated ModMed PT Referral Loop Closure
WebRun checks ModMed for outstanding PT referrals, identifies which patients have not yet scheduled or attended their first PT session, and posts a follow-up list so your team can close the loop.
Automated ModMed Orthopedic No-Show Reporting
WebRun scans ModMed after each day for no-shows and cancellations, logs them in Google Sheets, and posts a same-day report to front desk staff in Slack.
Automated ModMed New Patient Intake Routing
WebRun checks ModMed for newly registered patients, reviews their referral diagnosis and insurance, and routes each to the correct provider with a Slack intake alert so the right team member follows up first.
Automated ModMed Imaging Results Follow-Up
WebRun reviews ModMed for imaging orders without a returned result, flags overdue studies, and posts a daily follow-up worklist so no result sits unreported.
Automated ModMed DME Order Tracking
WebRun monitors ModMed for DME orders placed at your orthopedic practice, logs dispense status, and alerts staff when orders are pending pickup or missing documentation.
Automated ModMed Denied Claim Worklist
WebRun reviews ModMed daily for newly denied claims, categorizes them by denial reason, and posts a prioritized appeal worklist to the billing team in Slack.
Automated ModMed Orthopedic Daily Schedule Digest
WebRun pulls each provider's appointment list from ModMed each morning and posts a structured day-ahead digest to your team in Slack, covering visit counts, procedure mix, and any gaps or double-books.
Automated ModMed Orthopedic Care Gap Reporting
WebRun reviews ModMed weekly for patients overdue on bone density scans, follow-up imaging, or preventive milestones, and posts a care gap report to the clinical team so gaps are closed at the next encounter.
Automated ModMed Patient Balance Reminder Drafts
WebRun reviews ModMed for outstanding patient balances, drafts a polite reminder for each account, and queues them in Google Sheets for billing staff to approve before any message reaches a patient.
Nextech Automated Referral Loop Closure Tracking
WebRun tracks incoming referrals in Nextech, identifies patients who were seen but whose referring provider has not yet received a consult report, and flags the open loops so your care coordinators can close them.
Nextech Automated Provider Utilization Report
Every Monday, WebRun pulls the prior week's scheduling and appointment data from Nextech and posts a provider utilization report to Slack so practice leadership can make smarter scheduling decisions.
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