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 Pediatric Therapy Progress Report Due Reminders
Every Monday, WebRun checks Fusion Web Clinic for children with progress reports due this week, posts an internal due list to Slack for therapists, and drafts a status summary for families to review once the therapist completes the report.
Automated Pediatric Therapy Plan of Care Recert Reminders
Every morning, WebRun reviews plan-of-care expiry dates in Fusion Web Clinic, posts an internal due list to Slack, and drafts recertification notices for therapists and families to review before they are sent.
Automated Pediatric Therapy No-Show Recovery
After a child misses an appointment, WebRun logs the no-show in Fusion Web Clinic, drafts a caring re-engagement message to the family for staff review, and posts the no-show list to Slack so your team can follow up today.
Automated Pediatric Therapy Intake Form Collection
Each morning, WebRun checks upcoming new patient appointments in Jane, identifies families who have not yet completed intake forms, drafts a friendly form-completion reminder, and posts an outstanding intake list to Slack for staff visibility.
Automated Pediatric Therapy Home Program Check-Ins
Midway between appointments, WebRun drafts a brief home program check-in for each active patient family, stages the messages for therapist review, and flags any families who have not responded to recent outreach so clinicians can follow up.
Automated Pediatric Therapy Evaluation Scheduling Outreach
When a new evaluation referral arrives, WebRun logs it in Jane, drafts a scheduling outreach message to the family, posts the new referral to Slack for front-desk review, and ensures every new referral is contacted within one business day.
Automated Pediatric Therapy Daily Schedule Digest
Each morning, WebRun pulls today's full schedule from Jane, compiles a therapist-by-therapist digest showing appointments, patient notes, and any missing items, and posts it to Slack so the entire team is aligned before the first child arrives.
Automated Pediatric Therapy Denied Claims Worklist
Every morning, WebRun reviews denied claims in WebPT, organizes them into an actionable worklist by denial reason and appeal deadline, and posts the priority list to Slack so billing staff can work highest-risk denials first.
Automated Pediatric Therapy Waitlist Fill
When a cancellation opens a slot, WebRun checks your waitlist in Fusion Web Clinic, drafts a fill offer to the best-fit family, and posts the open slot to your internal Slack channel so staff can confirm quickly.
Automated Pediatric Therapy Patient Balance Reminders
Every week, WebRun finds families with outstanding balances in WebPT, drafts a courteous balance reminder for each, and posts the collections list to Slack so billing staff can review and send before accounts age further.
Automated Pediatric Therapy Authorization Expiry Tracking
Every morning, WebRun checks authorizations in Fusion Web Clinic for children approaching their expiry date, posts an internal worklist to Slack, and drafts renewal request letters for the billing team to review and submit.
Automated Pediatric Therapy Appointment Reminders
Each evening, WebRun pulls the next-day schedule from Jane, drafts appointment reminder messages for each family, and queues them for staff to review and send so families arrive prepared.
Automated Nutrition Weekly Caseload Digest
Every Monday morning, WebRun compiles your active caseload, no-shows, and upcoming appointments from Healthie into a concise digest and posts it directly to Slack, so you begin the week fully informed.
Automated Nutrition Monthly Superbill Drafts
At the end of each month, WebRun compiles session details from Healthie and drafts a complete superbill for each client who needs one, ready for your review before sending.
Automated Nutrition Appointment Reminders
Before each appointment, WebRun drafts a personalised reminder for every client and queues it for your review, so no-show rates drop without any manual effort.
Automated Nutrition Client Review Requests
A day after each completed session, WebRun drafts a personalised review request for the client and queues it for your approval, so positive outcomes become visible online.
Automated Nutrition Program Renewal Reminders
Two weeks before a client's program ends, WebRun drafts a personalised renewal offer and queues it for your review, so continuity of care is never left to chance.
Automated Nutrition Package Expiry Reminders
When a client's package is nearing its expiry date, WebRun drafts a timely reminder and queues it for your review, so unused credits are redeemed and renewal conversations happen naturally.
Automated Nutrition No-Show Recovery Messages
After a no-show, WebRun drafts a warm recovery message and a rebooking prompt for each client and queues them for your review, so missed sessions turn into rescheduled ones.
Automated Nutrition Discovery Call Follow-Ups
After a discovery call, WebRun drafts a personalised follow-up message for each lead and queues it for your review, so potential clients get a timely, professional response while your impression is still fresh.
Automated Nutrition Lapsed Client Winback
Each week, WebRun identifies clients who have not had a session in 60 or more days, drafts a warm re-engagement message for each, and queues them for your review so lapsed relationships become active ones again.
Automated Nutrition Client Intake Form Collection
When a new client books, WebRun drafts a welcome message with intake form links and chases any outstanding forms before the appointment, so you walk in fully prepared.
Automated Nutrition Food Journal Review Flags
Every morning, WebRun scans client food journal entries in Practice Better, flags those with missed logging streaks or nutritional patterns that warrant a check-in, and posts a prioritised review list to Slack so nothing slips between sessions.
Automated Nutrition Client Check-Ins
Midway through each week, WebRun drafts a personalised accountability check-in for every active client and queues it for your review, so momentum never stalls between appointments.
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