Automated athenahealth Echo and Stress Test Prep Reminders
Every morning, WebRun opens athenahealth and finds echocardiogram and stress test appointments scheduled within the next 48 hours. It drafts a preparation reminder for each patient covering fasting instructions, medication holds, and arrival time, queues all drafts in Google Sheets for staff review, and posts a confirmation to Slack. No reminder reaches a patient until staff approves it.
How do I automatically send echo and stress test prep reminders from athenahealth?
Every morning, WebRun opens athenahealth and finds echocardiogram and stress test appointments within the next 48 hours. It drafts test-specific preparation reminders covering fasting, medication holds, and arrival time, queues all drafts in Google Sheets for staff approval, and posts a confirmation to Slack. No reminder reaches any patient until staff approves each one.
- Every echo and stress test patient in the next 48 hours has a drafted prep reminder ready for staff approval
- Unprepared arrivals and same-day cancellations due to missed prep instructions are reduced
- No patient receives a reminder without explicit staff approval
Built for cardiology practices · echocardiography labs · cardiology scheduling staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.athenahealth.comin a real browser with your saved login - no setup, no API keys. -
1
athenahealth - find upcoming echo and stress test appointments
athenahealth.com
WebRun opens athenahealth to find upcoming echo and stress test appointments. - Open athenahealth and navigate to the schedule view for the next 48 hours
- Filter for echocardiogram, stress echocardiogram, nuclear stress test, and exercise stress test appointment types
- Capture appointment date and time, test type, ordered provider, and any existing prep notes in the chart
- Draft a preparation reminder for each patient with test-specific instructions such as fasting duration, medication hold details, and dress code, but leave every draft unsent pending staff approval
Done when Every echo and stress test appointment in the next 48 hours has a drafted prep reminder queued for approval.
-
2
Google Sheets - queue drafted prep reminders for staff review
google.com
WebRun opens Google Sheets to queue drafted prep reminders for staff review. - Open the Echo and Stress Test Prep Queue sheet
- Add a row per appointment with test type, scheduled date and time, draft reminder status, and approval column
- Sort rows by appointment date so staff review in chronological order
Done when The queue sheet shows all upcoming echo and stress test appointments with their draft reminder status.
-
3
Slack - notify staff that the draft queue is ready
slack.com
WebRun opens Slack to notify staff that the draft queue is ready. - Post a brief notification to the cardiology scheduling Slack channel confirming how many prep reminders are queued for review today
- Include a link to the Google Sheets review queue
- Note the approval deadline so reminders can reach patients at least 24 hours before their appointment
Done when Staff have a Slack notification confirming the draft prep queue is ready for review.
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 prep reminders to patients without staff approval?
No. WebRun drafts the reminders and queues them in Google Sheets for staff review. Every reminder waits for explicit approval before reaching a patient, keeping all patient communication under human supervision and HIPAA-compliant.
What preparation details does each reminder include?
Reminders include test-type-specific instructions: fasting duration for stress tests, medication hold guidance for beta blockers or caffeine, comfortable-clothing advice, arrival time, and where to check in. You can customize the template for each test type in WebRun settings.
What if a patient already received a prep reminder through another channel?
Staff can mark that row as already contacted in the Google Sheets queue before approving, and the reminder will not be sent. This prevents duplicate outreach when your practice uses multiple reminder channels.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.