Send Post-Visit Care Instructions
Every afternoon, WebRun pulls the day's completed appointments, selects the correct pre-written care-instruction template for each visit type, drafts a personalised email for each patient, and posts the batch to Slack so a clinician or senior staff member can review and approve before anything is sent.
How can I automatically send post-visit care instructions to patients?
Every afternoon, WebRun pulls the day's completed appointments from your practice-management system, selects the pre-written care-instruction template for each visit type, drafts a personalised email for each patient, and queues the batch in Slack for a clinician to review and approve before anything is sent.
- Every patient receives visit-specific care instructions, not a generic message
- Clinicians approve drafts in one review batch rather than writing each email individually
- No care instructions sent without clinical sign-off
Built for GP practices · specialist clinics · allied health providers · dental practices
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Practice management - pull completed visits & visit types
- Filter today's appointments to status Completed
- Capture patient name, email address, provider, and appointment type (e.g. dental cleaning, new patient exam, post-op review)
- Exclude any patient who has already received post-visit instructions for this appointment
Done when A list of completed visits with patient details and visit types is ready.
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2
Gmail - draft care-instruction emails
gmail.com
WebRun opens Gmail to draft care-instruction emails. - Select the pre-approved care-instruction template matching the appointment type from your template library
- Personalise the salutation and appointment reference for each patient
- Save to Drafts - do not send until a clinician or senior staff member has reviewed the content
Done when A personalised draft care-instruction email exists for every completed visit.
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3
Slack - queue drafts for clinical staff approval
slack.com
WebRun opens Slack to queue drafts for clinical staff approval. - Post a summary to the clinical admin Slack channel listing each draft with patient name, visit type, and provider
- Flag any appointment type where no matching template was found so staff can write instructions manually
Done when Clinical staff have the full draft list and can approve or adjust before end of day.
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 care information to patients automatically?
No. Every message is held as a draft until a clinician or senior staff member explicitly approves it in Slack. Patient-facing health information is always draft-not-do.
Does it write the clinical instructions itself?
No. It uses only the pre-approved templates your clinical team has already written and stored. WebRun personalises the salutation and appointment reference - it never generates clinical content.
What if a visit type has no matching template?
WebRun flags it in Slack as an exception so clinical staff can write the instructions manually. No draft is created where no approved template exists.
Related templates
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