Kipu Health Automated Intake Paperwork Chaser
Every morning, WebRun opens Kipu Health, finds new admissions with incomplete intake paperwork (consents, assessments, insurance forms), logs the outstanding items in Google Sheets, and drafts reminder messages for admissions staff to send, so no patient sits in limbo waiting to start treatment.
How do I automatically track and chase incomplete new patient intake paperwork at my treatment center?
WebRun opens Kipu Health each morning, finds new admissions with incomplete intake paperwork, and logs the outstanding items in Google Sheets by patient. It then drafts reminder messages for admissions staff to review and send, so incomplete intake packets are chased every day without manual chart review and no patient stalls at the door.
- Incomplete intake packets caught within 24 hours of admission
- Admissions staff see a prioritized follow-up list every morning
- No patient communication sent without staff review
Built for addiction treatment admissions teams · behavioral health intake coordinators · residential treatment centers · detox and PHP 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 - find incomplete intake documents
kipuhealth.com
WebRun opens Kipu Health to find incomplete intake documents. - Open Kipu Health and navigate to the admissions or patient intake section
- Filter to patients admitted or pre-admitted in the last 7 days
- Identify which required documents are outstanding for each patient (consents, ASAM assessment, insurance authorization form, financial agreement)
- Note the number of days since admission and the admissions coordinator assigned
Done when Every new patient with missing intake documents is identified with a list of outstanding items.
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2
Google Sheets - log outstanding items by patient
google.com
WebRun opens Google Sheets to log outstanding items by patient. - Open the Intake Completion Tracker in Google Sheets
- Append or update each patient row with outstanding document names and days since admission
- Flag patients whose intake is more than 2 days incomplete as urgent
Done when The Google Sheets tracker reflects current incomplete intake status for all recent admissions.
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3
Gmail - draft completion reminders for staff review
gmail.com
WebRun opens Gmail to draft completion reminders for staff review. - Draft a completion reminder email for each patient with outstanding items - leave all drafts unsent for admissions staff review
- Include the specific missing documents in the email body
- Do not send any email until an admissions coordinator has reviewed and approved each draft
Done when Completion reminder drafts are ready in Gmail for admissions staff review - none sent automatically.
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 send emails to patients or families automatically?
No. WebRun drafts reminder emails and leaves them unsent in Gmail for admissions staff to review and send. Any communication with a patient or their family must be approved by your admissions team first, protecting privacy under 42 CFR Part 2.
Which intake documents does it check for?
It checks for the documents your Kipu Health intake checklist requires - typically consents, the ASAM assessment, insurance authorization forms, and financial agreements. You configure which documents count as required for your program.
What if a patient completed their forms between runs?
It reads the live document status in Kipu Health each morning, so any patient who completed their intake since the last run will not appear in the worklist.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.