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How to Automate CGM APRIMA

CGM APRIMA already automates the practice's own side: replication keeps the chart usable offline, CGM AMBI drafts the note in the room, CGM CONNECTION sends patient reminders and CGM INDEX.AI files incoming faxes. The discharges, equipment orders and authorizations sit on other people's portals, and reading those is work for an agent like WebRun.

APRIMA follows the visit wherever the visit happens

Most of the people who use it every day still say Aprima. The product came to CompuGroup Medical with the 2020 acquisition of eMDs and is sold now as CGM APRIMA, an electronic health record with practice management alongside it, used across a wide spread of specialties.

A house-call practice is where the design shows. The provider is not in a clinic. They are in a bungalow living room with a cat on the sofa, doing a chronic care visit for a ninety-one-year-old whose daughter took the morning off work to be there. The chart has to open in that living room, the note has to be finished before the next address, and the mobile signal is whatever the street happens to have.

Everything the practice knows about that patient is inside APRIMA: the problem list, the medications, the last encounter, the advance directive, the balance and the claim.

Between house calls the chart waits on somebody else's system

The gap in a home-based practice is not documentation. It is everything that happened to the patient while nobody from the practice was in the room.

A patient went to the emergency department on Saturday night and the practice hears about it on Wednesday. The oxygen concentrator was ordered ten days ago and nobody can say whether the supplier has scheduled a delivery. A prior authorization for home-based imaging is sitting on a payer's website with a status nobody has looked at. The home health agency has a plan of care that needs signing and it lives in their portal, not yours. A hospice referral went out and the answer came back as a fax.

So a coordinator spends the morning on hold and in browser tabs, writing down what they learn, and the provider gets it in the car between the second address and the third, if the timing works.

The cgm.com homepage, the app these three jobs run in. CGM APRIMA
Hospital visits found the next morning Admissions and discharges checked on the systems that hold them, so a patient home from the weekend gets a visit rather than a surprise.
Equipment orders that have a date The hospital bed, the concentrator and the wheelchair followed on the supplier's own page until delivery is a fact.
Authorizations chased on the payer's site Every open request checked where the decision is actually made, with the ones sitting longest brought to the top of the list.

Replication keeps the chart working where the signal does not

CGM has built out the parts of this that sit inside the practice, and a group paying for the suite should have all of them running before adding anything else.

Anytime, Anywhere Replication matters most on the road: the chart works with or without a connection and syncs when it finds one, which is the difference between documenting in the living room and documenting from memory at nine at night. CGM AMBI listens to the encounter and drafts the note as it happens. CGM CONNECTION handles automated patient communication by text, email and phone, so reminders and recalls go out without anybody dialling. CGM INDEX.AI takes the incoming faxes and scans, which in home-based care is a substantial pile, and files them instead of leaving them for a person to sort. The interface adapts to how a given provider works, presenting findings around the symptoms and diagnoses they see most.

What all of it shares is that it works on what the practice holds. The answers a coordinator is chasing live on a hospital's system, a payer's site, an equipment supplier's order page or a home health agency's portal. Each of those opens for a person with their own login, and nothing on the practice's side reaches them.

The day's route arrives with its answers already attached

Picture tomorrow's route sheet with the outside facts already gathered against each name.

Hospital and emergency department activity checked each morning on the systems that hold it, so somebody discharged on Sunday gets a visit on Monday rather than at their next scheduled call. Durable medical equipment orders followed on the supplier's own page, so the bed, the concentrator and the wheelchair each have a delivery date or a reason they do not. Prior authorizations tracked on the payer's site until they turn, oldest first.

Home health plans of care and recertification dates read out of the agency portal and put in front of the provider who has to sign them. Specialty pharmacy fill status for the medication that keeps getting refused. Coverage rechecked against the coming week, since a plan that changed in January is otherwise discovered on a doorstep.

A house-call practice keeps one boundary exactly where a clinic would keep it, and being in somebody's living room does not move it. Gathering runs unattended. Anything that writes to a chart, changes an order or goes to a patient or a caregiver is prepared and left for a qualified person to review and send.

Nobody on the care team should be on hold at eight in the morning

The coordinator who knows this panel is the right person to decide what a discharge summary means. They are the wrong person to spend forty minutes establishing that it exists.

WebRun is an AI agent that works a real Chrome browser, signed in the way your staff are. It opens the payer site, the supplier's order page or the agency portal, reads what is on the screen, and hands back the answers attached to the names on tomorrow's route.

It runs on your schedule in your own private environment, sessions are not shared between workflows, and a run can be held to a named list of domains. It does not write to the chart. Each workflow below names the sites it opens.

Questions people ask

Can it write anything into the patient's chart?

No. It gathers and presents, and a qualified person acts. Anything that changes a clinical record, alters an order or reaches a patient or caregiver is prepared and left for review. A run can also be restricted to a named list of sites.

Our providers document in the home already. Where does this help?

After the visit rather than during it. Replication and ambient documentation cover the encounter itself. This covers the facts that arrived while nobody from the practice was in the room, which is where a home-based panel loses time.

Is it safe to run against a payer portal with our login?

It runs in your own private environment on a schedule you set, sessions are not shared between workflows, and a workflow can be limited to an explicit list of domains, so it reaches the sites you listed and cannot wander somewhere else with a live session.

12 ready-made CGM APRIMA workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated CGM APRIMA Visit No-Show Follow-Ups
The moment CGM APRIMA marks a home visit as a no-show, WebRun logs the reason if known, drafts a check in text to the patient in Twilio for staff review, and posts a Slack alert so same day rescheduling starts right away.
CGM APRIMA›Twilio›Slack
Automated CGM APRIMA Specialist Referral Tracking
Every morning, WebRun checks CGM APRIMA for open specialist referrals for your homebound patients, logs each one to a Google Sheet with days outstanding, and drafts a follow up email to the specialist's office for review before sending.
CGM APRIMA›Google Sheets›Gmail
Automated CGM APRIMA Care Plan Update Reminders
Every night, WebRun checks CGM APRIMA for care plans updated during the day's visits that still need review or co-signature, logs each one to a shared Google Doc worklist, and posts a reminder to Microsoft Teams before the next visit day starts.
CGM APRIMA›Google Docs›Microsoft Teams
Automated CGM APRIMA Offline Chart Sync Alerts
WebRun checks CGM APRIMA every few minutes for offline visit charts that failed to sync, logs each one to a Google Sheet with the provider and patient, and posts an alert to Slack so nothing from a home visit gets stranded.
CGM APRIMA›Google Sheets›Slack
Automated CGM APRIMA Medication Reconciliation
Every night, WebRun reviews CGM APRIMA for medication lists updated during the day's home visits, flags discrepancies, duplicate therapies, and high risk interactions, and logs each flag to Airtable with a Slack alert for provider review.
CGM APRIMA›Airtable›Slack
Automated CGM APRIMA Hospital ED Admission Alerts
WebRun watches CGM APRIMA for hospital or ED admission notifications on your homebound patients, posts an alert to Slack right away, and drafts a heads up email to the assigned provider for review before it's sent.
CGM APRIMA›Slack›Gmail
Automated CGM APRIMA Home Visit Route Digest
Every morning, WebRun opens CGM APRIMA, pulls today's home visit list, orders the stops into a route with drive time buffers on Google Calendar, and posts the full route to Slack before the first visit.
CGM APRIMA›Google Calendar›Slack
Automated CGM APRIMA Home Safety Checklists
When a home safety assessment is completed in CGM APRIMA, WebRun turns each flagged hazard into a checklist card on Trello, assigns it to the right team member, and posts a Slack alert so fall risks and other hazards get followed up.
CGM APRIMA›Trello›Slack
Automated CGM APRIMA Chronic Care Time Tracking
Every night, WebRun reads chronic care management time logged in CGM APRIMA for each enrolled patient, tracks running monthly minutes on a Smartsheet, and posts a Slack alert when a patient crosses a billing threshold or is at risk of falling short.
CGM APRIMA›Smartsheet›Slack
Automated CGM APRIMA Caregiver Update Drafts
Every Monday, WebRun reads each patient's visit notes from the past week in CGM APRIMA, drafts a plain language update for the family caregiver on file, and saves every draft in Gmail for a provider to review before sending.
CGM APRIMA›Gmail›Slack
Automated CGM APRIMA Wellness Visit Reminders
Every Monday, WebRun checks CGM APRIMA for patients due for their Annual Wellness Visit in the next 60 days, drafts a friendly reminder text in Twilio for staff to review, and posts a Slack summary of who to schedule first.
CGM APRIMA›Twilio›Slack
Automated CGM APRIMA Advance Directive Reminders
Every Monday, WebRun checks CGM APRIMA for homebound patients with no advance directive or POLST on file, prepares the form in DocuSign for the next visit, and posts a Slack reminder so the conversation happens before it's urgent.
CGM APRIMA›DocuSign›Slack

Want one of these running on your own CGM APRIMA?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.