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For audiology clinics, hearing aid dispensers & hearing care practices

Recall patients for their hearing aid clean-and-check service

Every Monday, WebRun opens CounselEAR, finds patients whose last clean-and-check service was six or more months ago, drafts a personalized recall message for each, logs the list in a Google Sheet, and queues every draft in Gmail for staff review before any message reaches a patient.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 CounselEAR find patients overdue for clean-and-check
2 Google Sheets log clean-and-check recall queue
3 Gmail draft recall messages for review
Run a sample
Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.counselear.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    CounselEAR - find patients overdue for clean-and-check
    counselear.com
    WebRun in CounselEAR: find patients overdue for clean-and-check
    WebRun opens CounselEAR to find patients overdue for clean-and-check.
    • Open CounselEAR and filter service records for patients whose last clean-and-check appointment was six or more months ago
    • Capture each patient's name, contact details, device model, and last service date
    • Skip patients who already have a clean-and-check appointment scheduled

    Done when Every patient overdue for a clean-and-check is listed with their contact and device details.

  3. 2
    Google Sheets - log clean-and-check recall queue
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log clean-and-check recall queue
    WebRun opens Google Sheets to log clean-and-check recall queue.
    • Append each patient to the clean-and-check recall tracking sheet
    • Record the last service date, device model, months overdue, and draft status
    • Flag patients who are 12 or more months overdue for priority outreach

    Done when The clean-and-check recall sheet is updated with all overdue patients.

  4. 3
    Gmail - draft recall messages for review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft recall messages for review
    WebRun opens Gmail to draft recall messages for review.
    • Draft a friendly recall message for each patient mentioning the clean-and-check service and their device
    • Explain the benefit of routine maintenance for performance and longevity
    • Leave every draft unsent in Gmail Drafts for staff to review and approve before sending

    Done when Clean-and-check recall drafts are in Gmail Drafts, ready for staff approval.

How do I automatically recall audiology patients for their hearing aid clean-and-check?

WebRun opens CounselEAR every Monday, finds patients whose hearing aid clean-and-check service was six or more months ago, and drafts a personalized recall message for each. All drafts queue in Gmail for staff approval before sending, so every device gets its routine maintenance on schedule.

  • No patient goes past six months without a clean-and-check recall
  • Routine service appointments fill the schedule consistently
  • Staff review every message before it reaches a patient

Built for audiology clinics · hearing aid dispensers · hearing care practices · CounselEAR users

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.counselear.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Clean-and-check recall list · Google Sheets
OutputWhat each run produces - A Google Sheets recall list and Gmail drafts for each patient overdue for a clean-and-check, awaiting staff approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send recall messages to patients without staff approval?

No. Every draft sits in Gmail Drafts until a staff member reviews and approves it. Nothing is sent to a patient automatically.

How often is the clean-and-check recall triggered?

WebRun runs every Monday and flags patients whose last clean-and-check was six or more months ago, so the recall list is always fresh and no patient slips past the interval.

What if the patient already has a service appointment scheduled?

CounselEAR is checked for existing appointments, and patients with a scheduled clean-and-check are skipped automatically to avoid unnecessary outreach.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.