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.

All categories
All categories
Automated Tebra OBGYN Provider Utilization Report
WebRun pulls Tebra appointment data each week, calculates scheduled vs. available slots per provider, and logs a utilization report to Google Sheets so practice managers can balance workloads and fill gaps.
Tebra›Google Sheets
Automated Tebra OBGYN Prior Authorization Tracking
WebRun checks Tebra daily for pending, expiring, and denied prior authorizations across your OBGYN practice and posts a status digest to Slack so nothing falls through the cracks.
Tebra›Slack
Automated Tebra Prenatal Visit Reminders
WebRun checks Tebra each morning for prenatal patients with upcoming appointments, drafts visit reminders with trimester-specific prep notes, and queues them for staff review before sending.
Tebra›Google Sheets
Automated Tebra Postpartum Followup Reminders
WebRun scans Tebra weekly for postpartum patients approaching their 2-week and 6-week follow-up milestones with no appointment booked, drafts a reminder for each, and queues them in Google Sheets for staff review before any outreach.
Tebra›Google Sheets
Automated Tebra OBGYN No-Show Report
WebRun scans Tebra each afternoon for appointments marked no-show, logs each patient with visit type and provider, and posts a prioritized action list to Slack for same-day follow-up.
Tebra›Slack
Automated Tebra OBGYN New Patient Intake Routing
WebRun checks Tebra each morning for new patient intake forms received overnight, reviews service type and insurance, and posts a routing summary to Slack so front desk can assign the right provider and confirm the appointment.
Tebra›Slack
Automated Tebra Mammogram Referral Loop Closure
WebRun scans Tebra weekly for patients referred for a mammogram with no result or follow-up documented, then logs a closure worklist to Google Sheets so your care team can chase pending results before they fall through the cracks.
Tebra›Google Sheets
Automated Tebra Gestational Screening Due Tracker
WebRun checks Tebra daily for prenatal patients entering key gestational screening windows with no order placed, and posts a due-now tracker to Slack so your care team can order tests before the window closes.
Tebra›Slack
Automated Tebra OBGYN Denied Claim Worklist
WebRun scans Tebra weekly for denied OBGYN claims, captures denial reason codes and payer details, and logs a prioritized appeals worklist to Google Sheets so your billing team can act before deadlines pass.
Tebra›Google Sheets
Automated Tebra OBGYN Daily Schedule Digest
WebRun pulls tomorrow's Tebra appointment schedule each evening, groups visits by provider and appointment type, and posts a concise daily briefing to Slack so your team walks in prepared.
Tebra›Slack
Automated Tebra OBGYN Care Gap Report
WebRun scans Tebra weekly for patients overdue on OBGYN preventive screenings, groups gaps by type and priority, and logs a care gap report to Google Sheets for your quality team to review.
Tebra›Google Sheets
Automated Tebra OBGYN Patient Balance Reminders
WebRun scans Tebra weekly for patients with outstanding balances past 30 days, drafts a polite reminder for each account, and queues all drafts in Google Sheets for staff review before any message is sent.
Tebra›Google Sheets
Automated Tebra Abnormal Pap Followup Worklist
WebRun scans Tebra for abnormal Pap smear results that have no follow-up appointment scheduled, then builds a prioritized colposcopy and retest worklist for provider review.
Tebra›Google Sheets
Automated OPIE Software Supply Reorder Alerts
Every morning, WebRun checks inventory levels in OPIE Software for components and supplies approaching reorder thresholds, and posts a reorder alert to Slack so purchasing can act before stock runs out.
OPIE Software›Slack
Automated OPIE Software Proof of Delivery Collection
Every morning, WebRun checks OPIE Software for delivered devices without a signed proof-of-delivery on file and posts a collection worklist to Slack so billing staff can chase signatures before claims go out.
OPIE Software›Slack
Automated OPIE Software Prior Authorization Tracking
Every morning, WebRun checks OPIE Software for prior authorizations expiring soon or still pending, and posts a prioritized tracker to Slack so nothing lapses.
OPIE Software›Google Sheets
Automated OPIE Software AOB Form Tracker
Every morning, WebRun checks OPIE Software for patients missing a signed assignment-of-benefits form and posts a collection worklist to Slack so billing staff can close the gap before claims are submitted.
OPIE Software›Google Sheets
Automated OPIE Software No-Show Report
Each evening, WebRun pulls no-show and cancelled appointments from OPIE Software and posts a rescheduling worklist to Slack so no patient falls through the cracks.
OPIE Software›Slack
Automated OPIE Software New Referral Intake Routing
Every morning, WebRun reviews new referrals received in OPIE Software, matches each to the appropriate clinician based on specialty and availability, and posts routing assignments to Slack so intake never stalls.
OPIE Software›Google Sheets›Slack
Automated OPIE Software Fitting Appointment Reminders
Every evening, WebRun pulls tomorrow's fitting appointments from OPIE Software and prepares reminder drafts for each patient, ready for staff to review and send.
OPIE Software›Gmail
Automated OPIE Software Fabrication Status Digest
Every morning, WebRun opens OPIE Software, reviews every device in the fabrication queue, flags jobs that are behind schedule or missing documentation, and posts a prioritized status digest to Slack.
OPIE Software›Slack
Automated OPIE Software Documentation Completion Chaser
Every morning, WebRun scans OPIE Software for patient encounters with incomplete clinical documentation and posts a completion worklist to Slack so nothing gets billed before the chart is done.
OPIE Software›Slack
Automated OPIE Software Denied Claim Worklist
Every morning, WebRun scans OPIE Software for denied claims, organizes them by denial reason and filing deadline, and posts a prioritized worklist to Slack so your billing team tackles the highest-risk ones first.
OPIE Software›Slack
Automated OPIE Software Delivery Follow-Up Drafts
Every evening, WebRun reviews OPIE Software for devices delivered that day, drafts a follow-up message for each patient checking on comfort and fit, and queues them for staff review before any outreach goes out.
OPIE Software›Gmail

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