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.
Nextech Automated Prior Authorization Tracking
Every morning, WebRun scans Nextech for pending and expiring prior authorizations, flags those needing action, and posts a prioritized worklist to Slack so your billing team never misses a deadline.
Nextech Automated Post-Op Follow-Up Reminders
WebRun checks Nextech for surgical patients whose post-op follow-up appointments are due, drafts reminder messages, and queues them for coordinator review so no patient misses a critical checkup.
Nextech Automated Optical Order Ready Notifications
When Nextech shows an optical order status change to ready, WebRun drafts a pickup notification for the patient and queues it for staff review before any message is sent.
Nextech Automated Ophthalmology No-Show Report
Every evening, WebRun pulls the day's no-show and cancellation data from Nextech and posts a clear summary to Slack so your team can act on open slots first thing tomorrow.
Nextech Automated New Patient Intake Routing
When a new patient appointment is booked in Nextech, WebRun checks the reason for visit, routes the case to the appropriate provider, and posts an intake checklist to Slack so the care team is prepared before the visit.
Nextech Automated Glasses Remake Order Tracking
WebRun monitors Nextech for glasses remake requests, logs each case with reason and lab details to a tracking sheet, and alerts the optical team in Slack so no remake falls through the cracks.
Nextech Automated Diabetic Eye Exam Care Gap Report
WebRun checks Nextech for diabetic patients who have not had a dilated fundus exam this year, logs the care gap list, and prepares a recall queue for staff to review and action.
Nextech Automated Denied Claim Worklist
Every morning, WebRun pulls denied claims from Nextech, groups them by denial reason and payer, and logs a prioritized worklist to Airtable so your billing team can appeal before timely-filing deadlines.
Nextech Automated Daily Clinic Schedule Digest
Every morning before the clinic opens, WebRun pulls the day's full appointment schedule from Nextech and posts a structured digest to Slack so every team member knows what to expect.
Nextech Automated Patient Balance Reminder Drafts
WebRun checks Nextech for outstanding patient balances, drafts a polite payment reminder for each account, and queues the drafts for staff review before any message is sent.
Nextech Automated Annual Exam Recall Reminders
WebRun checks Nextech for patients due for their annual eye exam, drafts personalized recall messages, and queues them for staff review before any outreach goes out.
Automated NextGen Oncology Survivorship Follow-Up Tracking
WebRun scans NextGen weekly for oncology patients in survivorship care who are approaching or past their scheduled follow-up window, and queues draft outreach for your care team to review and send.
Automated NextGen Oncology Prior Authorization Tracking
WebRun checks NextGen daily for pending and expiring prior authorizations, flags anything at risk, and posts your team a prioritized worklist so no treatment is delayed by a missed PA deadline.
Automated NextGen Oncology No-Show Reporting
WebRun pulls yesterday's no-show and cancelled oncology appointments from NextGen each morning, logs them, and queues a draft outreach message for staff to review and send so no patient falls through the cracks.
Automated NextGen Oncology Referral Intake Routing
WebRun checks NextGen throughout the day for new oncology referrals, reviews the diagnosis and urgency, and routes each to the appropriate provider or care team in Slack so no referral sits unassigned.
Automated NextGen Missed Chemotherapy Cycle Follow-Up
WebRun checks NextGen each morning for oncology patients who were scheduled for a chemotherapy or infusion cycle but did not attend, then queues a care coordinator follow-up for each case so no missed dose goes unaddressed.
Automated NextGen Oncology Lab Result Follow-Up
WebRun checks NextGen each morning for outstanding or abnormal oncology lab results that need provider review, and posts a prioritized worklist to your clinical team so no critical result is missed.
Automated NextGen Infusion Schedule Digest
WebRun pulls tomorrow's infusion appointments from NextGen each afternoon, summarizes chair time, drug orders, and any prep requirements, and posts a digest to Slack so your infusion suite is ready before the first patient arrives.
Automated NextGen Oncology Financial Assistance Flagging
WebRun reviews NextGen each week for oncology patients with high out-of-pocket balances or insurance gaps, then flags them for your financial counselor to assess for copay assistance, grants, or charity care.
Automated NextGen Oncology Denied Claim Worklist
WebRun pulls denied oncology claims from NextGen each morning, groups them by denial reason and payer, and posts your billing team a prioritized worklist so every appealable denial is actioned before the filing deadline.
Automated NextGen Oncology Copay Assistance Renewal Tracking
WebRun reviews NextGen and your assistance program records each week to identify oncology patients whose copay assistance enrollment is expiring soon, and queues a renewal action for your financial counselor before coverage lapses.
Automated NextGen Oncology Clinical Trial Eligibility Flags
WebRun scans NextGen weekly for oncology patients whose diagnosis, stage, or treatment history matches your active clinical trial eligibility criteria, and surfaces candidates for your research coordinator to evaluate.
Automated NextGen Oncology Care Coordination Digest
WebRun pulls today's active oncology patients from NextGen each morning, highlights pending tasks, open care gaps, and upcoming milestones, and posts a structured briefing to Slack so your care team walks into the day fully informed.
Automated NextGen Oncology Patient Balance Reminder Drafts
WebRun pulls outstanding oncology patient balances from NextGen each week, drafts a respectful reminder notice for each account, and queues them for your billing team to review and approve before any message is sent.
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