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 Audiology Lapsed Patient Reactivation
Every month, WebRun finds patients in CounselEAR who have not had an audiology visit in 13 or more months, drafts a personalized reactivation message for each, and queues the drafts for staff review before sending.
Automated Audiology Insurance Eligibility Prep
Every morning, WebRun checks tomorrow's audiology schedule in Sycle, verifies insurance eligibility for each patient, logs the results in a Google Sheet, and posts a summary to Slack for the front desk team.
Automated Hearing Aid Fitting Follow-Up
After a hearing aid fitting is logged in Blueprint OMS, WebRun drafts a follow-up message to check on comfort and performance, and queues it for staff review before sending.
Automated Audiology Daily Schedule Digest
Every morning before the clinic opens, WebRun pulls today's audiology schedule from Sycle, summarizes each appointment with patient notes and device details, and posts the digest to Slack for the clinical team.
Automated Hearing Aid Clean-and-Check Recall
Every week, WebRun finds patients in CounselEAR whose hearing aid is overdue for a clean-and-check appointment, drafts a recall message for each, and queues the drafts for staff review before sending.
Automated Hearing Aid Battery Reorder Reminders
Every month, WebRun finds patients in Sycle whose battery or supply purchase is due for reorder, drafts a personalized reminder for each, and queues the drafts for staff review before sending.
Automated Audiology Annual Recall Reminders
Every morning, WebRun finds patients in Sycle who are overdue for their annual hearing evaluation, drafts a personalized recall message for each, and queues them for staff review before sending.
Automated ABA Unbilled Sessions Worklist
WebRun scans CentralReach every morning for sessions delivered but not yet billed, builds a worklist by therapist and payer, and posts it to Slack so your billing team can close out revenue before the billing window closes.
Automated ABA Treatment Plan Review Reminders
WebRun checks treatment plan review dates in CentralReach each week, flags clients whose plans are due for review within 30 days, posts an internal worklist to Slack, and drafts family notification messages for BCBA review.
Automated RBT Supervision Hours Tracking
WebRun checks CentralReach each week for RBTs whose monthly supervision hours are falling behind the BACB requirement, logs the shortfalls to a Google Sheet, and posts a digest to Slack so supervising BCBAs can close the gap before month-end.
Automated ABA Staff Billable Utilization Report
WebRun pulls session and scheduling data from CentralReach each Monday, calculates billable utilization by therapist, and posts a weekly digest to Slack so clinical leadership can spot underutilization and rebalance caseloads before it affects revenue.
Automated ABA Session Note Completion Reminders
WebRun checks CentralReach each evening for sessions delivered but not yet documented, compiles a list of missing notes by therapist, and drafts reminder messages for your clinical director to review and send.
Automated RBT BCBA Credential Expiry Tracking
WebRun checks your staff credential records in CentralReach each week, flags any RBT or BCBA certifications expiring within 60 days, posts an internal digest to Slack, and drafts renewal reminder messages for your HR lead to review.
Automated ABA Parent Progress Update Drafts
WebRun pulls session data and goal progress from CentralReach each week, drafts a parent-friendly progress summary for each active client, and queues the messages in Gmail for your BCBAs to review before sending.
Automated ABA No-Show and Cancellation Report
WebRun pulls no-show and cancellation data from CentralReach each Monday, calculates rates by therapist and client, and posts a weekly report to Slack so your clinical team can spot attendance patterns and take action before they affect authorizations.
Automated ABA Intake Waitlist Routing
WebRun reviews new intake submissions and your waitlist in CentralReach each morning, matches open slots to eligible clients, and posts a routing digest to Slack so your intake coordinator always knows who to contact next.
Automated ABA Claim Denial Worklist
WebRun pulls denied and rejected claims from CentralReach each morning, groups them by denial reason and payer, and posts a prioritized worklist to Slack so your billing team can begin appeals before the deadline passes.
Automated ABA Canceled Session Makeup Scheduling
WebRun reviews canceled sessions in CentralReach each morning, identifies clients who need makeup appointments, and drafts family outreach messages for your scheduling team to review and send.
Automated ABA Authorization Units Burn-Rate Alerts
WebRun reviews authorized and used units in CentralReach each morning, calculates burn rates for each active client, and posts a Slack alert when a client is on track to exhaust units early or to drastically underutilize their authorization.
Automated ABA Authorization Expiry Tracking
WebRun checks your active authorizations in CentralReach every morning, flags any expiring within 30 days, and posts a worklist to Slack while drafting renewal request letters for your billing team to review.
Automated Senior Living Waitlist to Vacancy Matching
When a unit becomes available, WebRun checks the waitlist for prospects who match the room type and care level, scores the top fits, and alerts the admissions team with a draft outreach message ready to approve.
Automated Senior Living Tour Lead Follow-Up
After a tour, WebRun pulls the lead from your CRM, drafts a warm follow-up message, and queues it for a staff member to review and send.
Automated Senior Living Staff Credential Compliance Tracking
WebRun reviews staff credential records each week, flags any license or certification expiring in the next 60 days, and drafts a renewal reminder email for the HR team to review and send.
Automated Senior Living Resident Birthday List
Every Monday, WebRun pulls resident birthdays for the coming week from your care system, formats a celebration-ready list, and posts it to the life-enrichment team in Slack.
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