How to Automate ModuleMD

ModuleMD WISE automates the pulmonary and allergy chart: spirometry and ACT scoring trend automatically, biologic administration is tracked, and the immunotherapy module carries vial tracking and safety checks. Oxygen suppliers, payer portals and sleep dashboards sit outside all of it, so an agent like WebRun opens them in a browser and brings the answers back.

The breathing specialties ended up with an EHR of their own

ModuleMD makes ModuleMD WISE, an EHR, practice management and revenue cycle system built for a narrow set of specialties: allergy and immunology, pulmonology, ENT allergy, internal medicine and the infusion work that goes with them. Two clinicians founded the company in 2000, and Silverstone Capital acquired it in 2021.

A lung practice does not run on visits. It runs on measurements and supplies. A spirometry result means something only beside the last three. A biologic helps only if the vial is in the fridge and the payer has said yes. Home oxygen arrives only if a supplier ships it. A CPAP machine is either being used or it is not, and somebody has to know which.

So the chart here is a set of trends and open orders rather than a diary of appointments, and ModuleMD WISE is where a practice of this shape keeps every one of them.

Every visit in a lung clinic starts a clock somewhere else

The appointment ends and four things start running, none of them inside the practice.

A pulmonary function test booked at a laboratory across town. A biologic prior authorisation filed with a payer that will decide in its own time. A home oxygen order sent to an equipment supplier whose delivery date lives on their own portal. A CPAP machine whose compliance figures sit with the sleep supplier. A lung nodule on a CT needing a repeat scan in six months, and the six months will pass whether or not anyone books it.

Then the people. Someone who did not turn up for their pulmonary function test. A COPD exacerbation seen in the emergency department last week whose follow-up call was never made. An infusion chair held for a drug that has not been approved yet.

None of that is complicated. All of it is a list somebody keeps, on paper or in their head, worked through in the gaps between clinics.

The modulemd.com homepage, the app these three jobs run in. ModuleMD
Biologics approved before the chair is booked Pending authorisations read off each payer's portal every morning, ordered by how long they have waited, so an infusion slot rests on a decision.
Oxygen that actually left the warehouse The equipment supplier's portal checked daily, so an order placed Tuesday and unshipped by Friday surfaces while the patient still has a cylinder.
Nodule follow-ups nobody diarised Repeat CT scans due at six months, gathered from the imaging portals and ranked by how far past the date each one has drifted.

Spirometry trending reads the tests the practice already holds

ModuleMD has built a lot of the pulmonary day into the product, and it is worth being precise about which parts.

The pulmonology suite carries Spirometry Integration and Trending, ACT Scoring and Trending, Bidirectional Lab Integrations and Biologic and Medication Administration, with Sleep Study Questionnaires, DICOM and PACS Integration and Advanced Auto-charge Features alongside. The allergy side adds an immunotherapy module with built-in safety checks, audit trails and vial tracking. Around the chart sit SPOCK for patient outreach, the Hale Hub patient portal and InDrA for inventory.

Each of those acts on data the practice already receives, over an interface built to carry it. The spirometry trend exists because the spirometer is connected. The lab result posts because the interface posts it.

The equipment supplier has no such interface. Neither does the payer's authorisation portal, the imaging centre holding the CT report, the sleep supplier's compliance dashboard or the specialty pharmacy shipping the biologic. Those are websites with logins, run by companies with no particular reason to build a connector for a six-provider practice.

The queue outside the lung clinic gets worked overnight

The follow-up list does not have to belong to whoever remembers it.

Biologic prior authorisations checked on each payer's portal each morning, ordered by how long they have been pending, so an infusion chair is booked against an approval rather than a hope.

The oxygen supplier's portal read daily, so an order placed on Tuesday and still unshipped on Friday is visible while the patient still has a cylinder. The sleep supplier's compliance figures pulled and set against who was told to wear their mask, so the ninety-day conversation rests on numbers rather than on what the patient remembers.

Imaging portals watched for the repeat scan on a lung nodule, with the overdue ones named and ranked. Patients who missed a pulmonary function test listed beside the next free slot. Recent COPD discharges matched against who has actually been telephoned since.

The rule in a clinical setting does not bend. Gathering and comparing can run unattended all night. A record is changed by a qualified person, and a patient is contacted by one; the unattended half prepares the work and then stops.

Nobody trained in respiratory medicine to refresh a supplier page

Checking whether an oxygen order shipped is not a clinical decision. It is a page that either changed since yesterday or did not.

WebRun is an AI agent that works a real Chrome browser, signed in as your staff are. It opens ModuleMD alongside the payer portal, the equipment supplier, the imaging centre and the sleep dashboard, reads what each one shows, and hands back a list with the names and dates attached.

It runs on your schedule in your own private environment, a workflow can be locked to a named list of domains, and you can watch a run and stop it part way. Nothing touching a chart, a claim or a patient is sent without a person approving it.

Each workflow below names exactly what it opens.

Questions people ask

The equipment supplier gives us a website and nothing else. Is that enough?

Yes. A login and a page are all it needs, because it reads screens the way your staff do rather than calling an interface. That is the point: the sites holding your oxygen deliveries, biologic approvals and sleep compliance are exactly the ones that publish nothing to connect to.

Does a pending authorisation get actioned without us?

No. It reads the status, records how long the request has waited and puts it on a list. Submitting, appealing or booking against an approval stays with your staff, because an infusion scheduled on a misread portal screen is a patient sent home again.

Does a small pulmonary practice get anything out of this?

More than a large one, in relative terms. A big group employs people whose whole job is authorisations and supplier chasing. A six-provider practice has one person doing it between phone calls, and that is precisely the work worth handing over.

12 ready-made ModuleMD 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.

Automatic Pulmonary Rehab Referral Tracking
Every morning, WebRun checks ModuleMD for new pulmonary rehab referral orders, prepares the referral fax packet for the ordering clinician to approve, and pings the rehab coordinator on Telegram with today's referral queue.
ModuleMDeFaxTelegram
Automatic Pulmonology Referral Intake Tracking
Every few minutes, WebRun checks the practice's eFax inbox for new pulmonology referrals, opens ModuleMD to check whether the patient already has a chart, and logs each referral to a Google Sheets intake tracker for scheduling to work.
eFaxModuleMDGoogle Sheets
Automatic Pre-Op Pulmonary Clearance Letters
Every morning, WebRun checks ModuleMD for new pre-operative pulmonary clearance requests, routes the completed clearance letter to the pulmonologist for e-signature in DocuSign, and drafts the email to the surgical office for staff to review and send.
ModuleMDDocuSignGmail
Automated PFT and Spirometry Scheduling
Every Monday, WebRun checks ModuleMD for patients due for a repeat PFT or spirometry check, holds an open lab slot on Google Calendar, and drafts a text confirmation in Twilio for your front desk to review and send.
ModuleMDGoogle CalendarTwilio
Automatic PFT No-Show Rebooking Outreach
Every night, WebRun checks ModuleMD for PFT appointments that were missed or canceled that day, holds a new proposed slot on Google Calendar, and drafts a rescheduling email in Gmail for the front desk to review and send.
ModuleMDGoogle CalendarGmail
Automatic Lung Nodule Follow-Up CT Scan Reminders
Every morning, WebRun checks ModuleMD for patients with a tracked lung nodule due for a follow-up CT, drafts a reminder email in Gmail for the care coordinator to review and send, and posts a Slack summary of who is due this week.
ModuleMDGmailSlack
Automatic Home Oxygen Order Tracking
Every morning, WebRun checks ModuleMD for new and pending home oxygen orders, prepares the order fax for the ordering physician to sign off, and posts a Slack digest of orders awaiting signature or DME confirmation.
ModuleMDeFaxSlack
Automatic COPD Exacerbation Follow-Up Calls
Every morning, WebRun checks ModuleMD for patients discharged after a COPD or asthma exacerbation, drafts a follow-up text in Twilio for the care team to review and send, and logs the outreach queue to a Google Sheet.
ModuleMDTwilioGoogle Sheets
Automatic CPAP Compliance Follow-Up Alerts
Every Monday, WebRun checks ModuleMD for patients whose CPAP compliance has dropped below target, drafts a coaching text in Twilio for the respiratory therapist to review and send, and posts a Telegram summary of who needs outreach.
ModuleMDTwilioTelegram
Automatic COPD Action Plan Review Reminders
Every Monday, WebRun checks ModuleMD for COPD patients whose written action plan is due for its annual review, drafts a review reminder email in Gmail for staff to send, and logs the due list to a Google Sheet.
ModuleMDGmailGoogle Sheets
Automatic Biologic Prior Authorization Tracking
Every morning, WebRun checks CoverMyMeds and ModuleMD for open or expiring biologic prior authorizations, drafts the renewal paperwork for billing to submit, and posts a prioritized Slack worklist.
CoverMyMedsModuleMDSlack
Automated Biologic Infusion Scheduling
Every Monday, WebRun checks ModuleMD for patients due for their next biologic infusion, holds a matching chair slot on Google Calendar, and posts the week's infusion schedule to Slack so nursing can prep premedication ahead of time.
ModuleMDGoogle CalendarSlack

Want one of these running on your own ModuleMD?

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