Automated Practice Fusion New Patient Intake Routing
Every morning, WebRun opens Practice Fusion and finds new patient referrals or intake requests received since the prior day, reads the reason for referral and insurance information, routes each new patient to the appropriate provider based on subspecialty and availability, logs the assignment to Google Sheets, and posts a new-patient queue to Slack.
How do I automatically route new allergy patient referrals to the right provider?
WebRun opens Practice Fusion every morning and finds new allergy patient referrals received since the prior day. It reads each referral reason and insurance, applies your routing rules to assign a provider, logs every assignment to Google Sheets, and posts the queue to Slack. Staff confirm and schedule without manually triaging a stack of referral faxes.
- Every new referral is assigned a provider the same morning it arrives
- Urgent same-week referrals are flagged before staff even open Practice Fusion
- Referrals with missing insurance are caught before scheduling, not after the appointment
Built for allergy and immunology clinics · front desk staff · practice managers · care coordinators
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
static.practicefusion.com/apps/ehrin a real browser with your saved login - no setup, no API keys. -
1
Practice Fusion - find new patient referrals and read referral details
practicefusion.com
WebRun opens Practice Fusion to find new patient referrals and read referral details. - Open Practice Fusion and check for new patient referrals or intake requests added since the prior day
- Read the reason for referral, referring provider, and patient insurance for each new patient
- Match the referral reason to the appropriate provider: food allergy, environmental allergy, asthma, or biologic management
- Flag any new patients with urgent reasons for referral or same-week appointment requests
Done when Every new patient referral received since yesterday is identified with reason, insurance, and proposed provider assignment.
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2
Google Sheets - log each referral with assigned provider and intake status
google.com
WebRun opens Google Sheets to log each referral with assigned provider and intake status. - Open the new patient intake tracking Google Sheet
- Append a row for each new referral with patient name, referral date, reason, insurance, and assigned provider
- Mark urgent referrals in a priority column for same-week scheduling
Done when All new referrals are logged in the sheet with provider assignments and priority flags.
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3
Slack - post new patient routing queue to clinic channel
slack.com
WebRun opens Slack to post new patient routing queue to clinic channel. - Post the new patient routing queue to the allergy clinic Slack channel
- List each new referral with reason category, insurance, and assigned provider
- Flag any urgent same-week requests at the top
- Note total new referrals received today and any with missing insurance information
Done when Staff and providers have the morning's new patient assignments in Slack.
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 contact new patients or referring providers automatically?
No. WebRun routes and logs referrals internally for staff to act on. Any outreach to a new patient or their referring provider must be initiated by a staff member after reviewing the routing queue, ensuring accurate scheduling and HIPAA-compliant communication.
How does it decide which provider to assign?
You configure the routing rules when setting up the run: for example, food allergy referrals go to Provider A, biologic management to Provider B, and pediatric asthma to Provider C. WebRun applies your rules consistently and flags anything that does not match a rule for manual review.
What if a referral is missing insurance information?
New patients with missing insurance are flagged in both the Google Sheet and the Slack post so staff can verify coverage before scheduling. WebRun does not route incomplete referrals to a provider without a note for staff to follow up.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.