Automated Ensocare Referral Decline Reconciliation
Every night, WebRun opens Ensocare to find referrals declined that day, files the decline reason and any facility notes in Box, and drafts a follow up email in Outlook asking for more detail whenever a reason is missing, leaving it unsent for the case manager to review.
How do I track why post-acute facilities decline a referral?
WebRun checks Ensocare every night for referrals a facility declined that day, files the decline reason and any facility notes in a Box folder organized by month, and drafts a polite follow up email in Outlook whenever a reason is missing, leaving it unsent for your case manager to review, so no declined referral goes unexplained or unfiled.
- Every declined referral has a filed reason instead of a gap in the record
- Facilities that give no reason get a drafted follow up the same night
- Audit ready documentation builds itself in Box without manual filing
Built for Hospital case managers · discharge planning directors · post-acute liaisons · utilization review
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.ensocare.comin a real browser with your saved login - no setup, no API keys. -
1
Ensocare - find referrals declined today
ensocare.com
WebRun opens Ensocare to find referrals declined today. - Open Ensocare and filter referrals to Declined for today
- Capture the facility, patient, and stated decline reason for each
- Flag any decline with no reason logged
Done when Every declined referral today is listed with its stated reason or flagged as missing.
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2
Box - file the decline reason
box.com
WebRun opens Box to file the decline reason. - Open the referral reconciliation folder in Box
- File the decline reason and any attached facility notes for each referral
- Keep the folder organized by month for easy audit
Done when Every declined referral has its documentation filed in Box.
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3
Outlook - draft a follow up when the reason is missing
microsoft.com
WebRun opens Outlook to draft a follow up when the reason is missing. - For any decline with no reason logged, draft a polite email asking the facility for detail
- Reference the patient and referral date so the facility can find it quickly
- Leave the email unsent in Drafts for the case manager to review and send
Done when Every decline missing a reason has a drafted follow up waiting in Outlook.
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 email the facility asking why a referral was declined?
It only drafts that email in Outlook and leaves it unsent. A case manager reviews and sends it, nothing goes to a facility automatically.
Where does the decline documentation end up?
Every declined referral's reason and any facility notes are filed in a Box folder organized by month, ready for an audit or a pattern review.
What if the facility already gave a reason?
It only drafts a follow up when the reason is missing. If Ensocare already has a stated reason, the referral is filed in Box with no follow up needed.
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