How to Automate Xsolis

Xsolis runs utilisation review through Dragonfly, where a Care Level Score reads clinical data continuously and generative AI drafts the summaries reviewers and physician advisors work from. The score can only use what was filed into the chart, so WebRun collects the outside notes and policy changes that were not.

Xsolis put both sides of the case on one screen

Xsolis makes Dragonfly, a platform for utilisation management: deciding whether a patient in a hospital bed should be there as an inpatient or under observation, and whether the stay continues to be justified as it goes on. It is used by hospitals and health systems, and unusually, by health plans as well.

That last part is what makes it interesting. Historically the two sides looked at the same patient through different windows and argued about what they saw. Dragonfly Align was built for the case where both parties work from the same clinical summary and the same Care Level Score, and reach a determination together rather than by correspondence.

Around it sit the modules for each role: Utilize for the hospital's review team, Advise for physician advisors handling escalated cases and peer-to-peer conversations, and Navigate for discharge readiness and length of stay. The subject in all of them is one patient, one admission and one question that has to be answered while the patient is still in the bed.

A status decision cannot wait for the record to catch up

The reviewer's constraint is not thinking time. It is that the record arrives in pieces, and the decision is due before the last piece does.

A patient comes in from a nursing home, and what was already tried there is in that facility's system, not in yours. A patient had a scan at a freestanding imaging centre last Tuesday, and the report is on the practice's portal. A cardiologist saw them in an office across town and the letter has not been sent. The same patient was admitted at another hospital in the region a month ago, which is exactly the fact that makes this admission look reasonable.

So the nurse works the case with what is in front of them, notes what is missing, and moves on because there are twenty more. The missing piece turns up eventually, often months later, when somebody assembling an appeal finds the document that would have settled the question on day one.

The xsolis.com homepage, the app these three jobs run in. Xsolis
Outside consults on the case Reports from practices and imaging centres that never interfaced, collected and attached before the review rather than during an appeal months later.
Policy changes noticed the week they land Published medical policy pages watched for wording that moved, so a criterion that changed in July is known in July.
The story before the admission The exchange and the referring facility checked for what was already tried, which is often the context that makes this stay make sense.

Dragonfly does the reading a UM nurse has no time for

It is worth being specific about how much of the review this platform genuinely absorbs, because it is the reading, which is the bulk of it.

The Care Level Score assesses medical necessity from clinical data as it lands, and updates rather than sitting still. Generative AI produces clinical summaries so a reviewer opens a case with a readable account instead of a timeline of raw results. The Patient Detail page puts that account in one place. For physician advisors, Advise offers filterable work queues and a generated peer-to-peer synopsis, so an escalated case can be prepared in minutes instead of an afternoon. Bidirectional integration means findings flow back to the EMR rather than living in a second system.

Every one of those capabilities operates on data that reached your electronic record.

The outside cardiologist's letter did not. Neither did the imaging centre's report, the nursing home's medication history, the regional exchange record, or the payer's published medical policy, which is a document on a website that changes without telling anyone.

The consult that settles a case was written in another building

A reviewer is rarely short of judgement. They are short of the two documents that would settle the case, and both exist.

The outside cardiology or pulmonology letter pulled from the practice's own portal and put on the case before the review, rather than found during an appeal. The report from the freestanding imaging centre collected the same way, so absent imaging stops being the reason a stay looks thin on paper.

The regional health information exchange checked for admissions elsewhere in the last few months, so a readmission pattern is visible while it still explains something. The referring nursing home's record read for what was tried before the patient was sent in. Published medical policy pages watched on a schedule, so wording that quietly moved is picked up in the week it moves. Peer-to-peer slots on a plan's own scheduling page taken while the case is still open rather than after it closes.

The safety line here is the one every utilisation department already runs on. Gathering runs unattended and on a schedule. A changed record, a submitted review and anything reaching a patient all wait for a qualified person. Medical necessity is a clinical judgement, made by people licensed to make it.

The missing notes are found before the review starts

Those documents exist. They are just parked on portals the department does not control, and today the fetching falls to a nurse with a worklist, done between the cases that already have everything.

WebRun is an agent that works a real Chrome browser, signed in the way your staff are. It opens the outside practice portal, the imaging centre, the exchange or a plan's published policy pages, reads what is there, and returns it against the patients on today's list.

It runs on your schedule in your own private environment, sessions are not shared between tools, and a workflow can be locked to an explicit list of sites. You can watch a run and stop it at any point.

The workflows below are already built, and each names exactly what it opens.

Questions people ask

Will it change a patient's status or submit a review?

No. Status determination, review submission and clinical judgement stay with your UM nurses and physician advisors. It gathers records, flags what changed, and hands the result over. A workflow can be set up with no ability to write into any system.

A payer's medical policy runs to hundreds of pages. Can it really watch that?

Yes, because watching is the part it is good at. It opens the published policy pages you name on a schedule, compares them against what was there last time, and reports the wording that moved. Interpreting the change is left to your team.

Does it need access to Dragonfly itself?

Usually not. Most of the value sits in the systems Dragonfly cannot reach, so it works those and hands the findings to your reviewers. If you also want it reading a Dragonfly work queue, it signs in the way a reviewer does.

12 ready-made Xsolis 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 XSOLIS Status Change Recommendations
WebRun reviews XSOLIS's status change recommendations every hour, drafts a physician facing note explaining the clinical reason for each suggested change, and posts a Slack alert to the UM lead listing every recommendation still waiting on a physician decision.
XSOLISOutlookSlack
Automated XSOLIS Secondary Review Nudges
WebRun checks XSOLIS every morning for cases waiting on a secondary physician review past your target turnaround time, and drafts a polite Outlook nudge to the reviewing physician for each one still open.
XSOLISOutlook
Automated XSOLIS Peer to Peer Review Followups
WebRun checks XSOLIS every morning for cases flagged or due for a peer to peer review, drafts the scheduling request to the physician advisor in Outlook, and posts a Slack reminder of every peer to peer deadline still open this week.
XSOLISOutlookSlack
Automated XSOLIS Payer Criteria Mismatch Report
WebRun compiles every case from the past week where a payer's stated criteria disagreed with XSOLIS's clinical assessment, logs the pattern to a Google Sheet by payer, drafts an Outlook summary for your physician advisor, and posts the weekly report to Slack.
XSOLISGoogle SheetsOutlook
Automated XSOLIS Observation Status Alerts
WebRun checks XSOLIS every hour for patients in observation status approaching the typical 24 to 48 hour decision window, flags anyone without a completed review, and posts a ranked alert to your UM Slack channel so a nurse can act before time runs out.
XSOLISSlack
Automated XSOLIS Medical Necessity Gap Flags
WebRun reviews XSOLIS's medical necessity findings every morning, flags any chart missing a clinical indicator the payer requires, logs each gap to a Google Sheet, and drafts an Outlook note asking the ordering physician for the missing documentation.
XSOLISOutlookGoogle Sheets
Automated XSOLIS Inpatient vs Observation Alerts
WebRun compares each patient's ordered status against XSOLIS's clinical criteria every hour, flags any mismatch between the inpatient or observation order and what the documentation supports, logs it to a Google Sheet, and posts a Slack alert to the UM team for same day correction.
XSOLISGoogle SheetsSlack
Automated XSOLIS Denial Risk Early Warning
WebRun reviews every open case in XSOLIS each night, flags the ones carrying a high denial risk signal, logs them to a Google Sheet with the reason, and posts a Slack alert so your UM team can act first thing tomorrow, while there's still time to fix the record.
XSOLISGoogle SheetsSlack
Automated XSOLIS Daily UM Worklist Digest
WebRun pulls every open review from XSOLIS each morning, whether it's an admission review, continued stay review, or discharge planning check, logs the full worklist to a Google Sheet, and posts your UM team a prioritized Slack digest to start the day.
XSOLISGoogle SheetsSlack
Automated XSOLIS Continued Stay Review Reminders
WebRun checks XSOLIS every morning for inpatients whose continued stay review is due today or overdue, drafts an Outlook reminder to the assigned case manager for each, and posts a Slack digest so the UM team knows exactly who still needs a review today.
XSOLISOutlookSlack
Automated XSOLIS Avoidable Inpatient Day Flags
WebRun reviews XSOLIS every night for patients no longer meeting inpatient criteria who are still admitted, logs each avoidable day with its barrier to a Google Sheet, and drafts an Outlook note to the case manager so the barrier gets addressed first thing tomorrow.
XSOLISGoogle SheetsOutlook
Automated XSOLIS Authorization Expiry Warnings
WebRun checks XSOLIS every morning for authorizations expiring within 48 hours, logs each to a Google Sheet, drafts the extension request in Outlook, and posts a Slack alert so your UM team can act before coverage lapses.
XSOLISGoogle SheetsOutlook

Want one of these running on your own Xsolis?

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