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 Pharmacy Med Sync Appointment Prep
Every morning, WebRun checks PioneerRx for med sync appointments scheduled in the next 3 days, builds a preparation checklist for each patient, flags any insurance or stock issues, and drafts a confirmation message for pharmacist review.
Automated Pharmacy Drug Reorder Purchase Orders
Every morning, WebRun checks Liberty Software for medications that have fallen below reorder point, drafts a purchase order for your primary wholesaler, and queues it in Slack for a pharmacist to review and submit.
Automated Pharmacy Insurance Claim Rejection Worklist
Every morning, WebRun checks Liberty Software for insurance claim rejections from the prior day, categorizes each by rejection code, and posts a prioritized worklist to Slack so your billing staff know exactly which claims to rework first.
Automated Pharmacy Immunization Outreach
Every week, WebRun checks Liberty Software for patients with upcoming or overdue immunizations, drafts a personalized vaccine outreach message for each, and queues the batch in Slack for a pharmacist to review before any message is sent.
Automated Pharmacy Medication Expiry Alerts
Every week, WebRun scans BestRx for medications expiring within 90 days, builds a prioritized shelf-expiry worklist, and posts it to Slack so your team can rotate, return, or quarantine stock before it expires.
Automated Pharmacy Daily Script Volume Report
Every morning, WebRun pulls the prior day's prescription volume and revenue summary from BestRx and posts a clean digest to Slack so the pharmacist-owner can track performance without logging into the system.
Automated Pharmacy CII Controlled Substance Log Digest
Every night, WebRun pulls the day's controlled substance II dispense and receipt activity from PioneerRx, reconciles running balances, and sends a summary digest to Slack so the pharmacist-in-charge can verify counts before close.
Automated Pharmacy Medication Adherence Outreach
Every week, WebRun identifies patients in PioneerRx who have not refilled a chronic medication on schedule, drafts a personalized outreach message for each, and queues them in Slack for a pharmacist to review before sending.
Automated Optometry Recall Gap Worklist
Every week, WebRun scans your patient database for patients past their recall date with no upcoming appointment booked, and delivers a prioritized worklist to your team.
Automated Optometry Google Review Requests
Every evening, WebRun finds patients who completed their appointment today, drafts a personalized Google review request for each, and queues them for staff approval before anything is sent.
Automated Optometry Patient Balance Reminders
Every week, WebRun finds patients with balances past due, drafts a polite balance reminder for each, and queues them for your billing team to review before anything is sent.
Automated Optometry No-Show Rebook Outreach
Every afternoon, WebRun finds patients who did not show for their appointment today, drafts a friendly rebook outreach for each, and queues the messages for staff review before sending.
Automated New Patient Intake Form Delivery
When a new patient appointment is booked, WebRun drafts a welcome message with intake and insurance form links and queues it for staff approval before anything is sent.
Automated Optometry Insurance Eligibility Check
Every evening, WebRun checks tomorrow's schedule, runs eligibility verification for each patient's vision and medical insurance, and delivers a prep sheet to your team before the day starts.
Automated Eyewear Ready for Pickup Notices
WebRun checks your optical orders, finds frames and lenses marked ready, drafts a pickup notice for each patient, and queues them for review before anything is sent.
Automated Optical Frame Inventory Reorder
WebRun checks your optical frame inventory, finds styles below the par level you set, drafts purchase orders to the relevant frame reps, and queues them for your optical manager to review.
Automated Optometry Morning Huddle Digest
Every morning, WebRun pulls today's schedule, flags schedule gaps and key patient notes, and posts a concise huddle digest to Slack so your team starts the day aligned.
Automated Contact Lens Reorder Reminders
WebRun tracks contact lens supply based on prescription details, drafts a reorder reminder for patients likely running low, and queues the messages for your staff to approve.
Automated Optometry Claim Rejection Worklist
Every morning, WebRun pulls rejected insurance claims from your practice management system, categorizes them by rejection reason, and delivers a prioritized worklist to your billing team.
Automated Optometry Annual Exam Recall
WebRun finds patients whose annual exam is overdue, drafts a personalized recall message for each, and queues them for your review before anything is sent.
Automated Music Lesson Waitlist Slot Matching
When a lesson slot opens up, WebRun matches it to the right waitlisted family, drafts an offer email, and holds it for your approval before any contact is made.
Automated Music Tuition Payment Recovery
When a tuition autopay fails, WebRun spots it in Fons, drafts a polite recovery message to the family, and queues it for your approval before anything is sent.
Automated Music Trial Lesson Follow-Up Emails
After a trial lesson, WebRun drafts a warm follow-up email to the family and queues it for your review, so no prospective student slips through the cracks.
Automated Music Teacher Daily Schedule Digest
Each morning, WebRun reads the day's lessons from My Music Staff and posts each teacher a personalised schedule digest in Slack so they know exactly what is ahead.
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