Automated athenahealth Cardiology Patient Recall Reminders
Every Monday, WebRun opens athenahealth and identifies cardiology patients who have not had a visit within their recommended recall interval, such as 6 or 12 months, based on their diagnosis or care plan. It drafts a recall reminder for each patient for staff review, logs the queue in Google Sheets, and sends a summary to the practice manager via Telegram.
How do I automate cardiology patient recall reminders using athenahealth?
Every Monday, WebRun opens athenahealth and finds cardiology patients overdue for a recall visit based on their last appointment date and recommended follow-up interval. It drafts a reminder for each patient, logs the full queue in Google Sheets for staff approval before any message is sent, and sends a total count to the practice manager via Telegram.
- Patients with lapsed cardiology follow-up are identified every Monday without manual list building
- No recall message reaches a patient without explicit staff approval
- Patients with existing future appointments are excluded automatically
Built for cardiology practices · cardiology practice managers · care coordinators
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
www.athenahealth.comin a real browser with your saved login - no setup, no API keys. -
1
athenahealth - identify patients overdue for a recall visit
athenahealth.com
WebRun opens athenahealth to identify patients overdue for a recall visit. - Open athenahealth and navigate to the patient recall or chronic disease registry
- Filter for cardiology patients whose last visit date exceeds their recall interval by diagnosis group
- Identify patients with no scheduled future appointment in athenahealth
- Draft a recall reminder for each patient, flagging the overdue interval and recommended visit type, but leave all reminders unsent pending staff approval
Done when All overdue recall patients have a drafted reminder queued in the review list.
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2
Google Sheets - log the recall queue for staff review
google.com
WebRun opens Google Sheets to log the recall queue for staff review. - Open the Patient Recall Queue sheet
- Add a row for each patient with overdue interval, diagnosis group, last visit date, and draft status
- Include an approval column for staff to mark each reminder approved before sending
Done when The Sheets queue lists all overdue recall patients with draft reminders ready for approval.
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3
Telegram - notify the practice manager
telegram.org
WebRun opens Telegram to notify the practice manager. - Send a brief recap to the practice manager's Telegram with total patients in the recall queue this week
- Include a link to the Google Sheets queue for review
Done when The practice manager has a Telegram message with this week's recall queue count and a review link.
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 recall messages to patients automatically?
No. WebRun drafts the recall reminders and queues them in Google Sheets for staff review. No message is sent to any patient until a team member approves it, ensuring all patient communication is supervised and HIPAA-compliant.
How does it determine which patients are overdue for a recall?
WebRun checks each patient's last visit date against the recall interval associated with their diagnosis or care plan category in athenahealth. Common intervals include 3, 6, and 12 months depending on condition severity.
What if a patient already scheduled an appointment?
WebRun checks for existing future appointments in athenahealth on each run. Patients with a scheduled visit are excluded from the recall queue automatically, so your staff only see patients who genuinely need outreach.
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