Kipu Health Automated Appointment Confirmation Drafts
Every afternoon, WebRun opens Kipu Health, pulls tomorrow's scheduled appointments, drafts an SMS confirmation for each patient for staff review, logs the queue in Google Sheets, and waits for front-desk approval before any message is sent via Twilio, so patients get a timely reminder without any PHI leaving your environment unapproved.
How do I automatically draft and send appointment confirmation messages for my treatment center?
WebRun checks Kipu Health each afternoon for tomorrow's appointments, drafts an SMS confirmation for each eligible patient, and loads the queue into Google Sheets for staff review. Once a staff member approves each message, WebRun sends it via Twilio, so patients get a timely reminder and no message is dispatched without human sign-off.
- Appointment confirmations drafted for every eligible patient without manual effort
- No patient texted without staff approval
- Delivery status logged automatically for every sent confirmation
Built for addiction treatment front desk staff · behavioral health schedulers · outpatient SUD programs · PHP and IOP programs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.kipuhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Kipu Health - pull tomorrow's appointments
kipuhealth.com
WebRun opens Kipu Health to pull tomorrow's appointments. - Open the Kipu Health scheduler and filter to appointments scheduled for tomorrow
- Capture appointment type, time, provider, and patient contact preferences for each
- Exclude patients who have opted out of SMS contact or have a do-not-contact flag
- Draft a short, compliant confirmation message for each patient - do not send yet
Done when Every eligible tomorrow appointment has a draft confirmation message ready for review.
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2
Google Sheets - queue confirmation drafts for review
google.com
WebRun opens Google Sheets to queue confirmation drafts for review. - Open the Appointment Confirmation Queue in Google Sheets
- Add each draft confirmation with appointment time, patient contact, message text, and an Approved column for staff to check
- Flag any appointment where the patient has no phone number on file
Done when The Google Sheets queue is populated with all draft confirmations awaiting staff approval.
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3
Twilio - send approved confirmations via SMS
twilio.com
WebRun opens Twilio to send approved confirmations via SMS. - After staff have reviewed and marked confirmations as approved in Google Sheets, send each approved SMS via Twilio
- Log the delivery status back to the Google Sheets queue
- Do not send any message that has not been marked approved by a staff member
Done when All staff-approved confirmation SMS messages are sent and delivery status is logged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text patients without staff approval?
No. Every confirmation draft goes into a Google Sheets review queue first. WebRun only sends the SMS via Twilio after a staff member marks it approved. No patient is ever texted automatically, protecting privacy under 42 CFR Part 2.
What if a patient has opted out of SMS?
It reads the contact preferences and do-not-contact flags in Kipu Health and excludes those patients from the confirmation queue automatically.
Can it handle different appointment types with different message templates?
Yes. You can set a message template per appointment type (intake, group session, individual therapy, medication check) so each confirmation matches the type of visit.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.