Functional and integrative medicine

Functional and integrative medicine automation templates

12 ready-made workflows for Functional and integrative medicine. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Cerbo, Gmail and Google Sheets.

Functional and integrative medicine
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Automated Cerbo Supplement Reorder Alerts
Every Monday, WebRun checks your Cerbo dispensary inventory against par levels, lists what's running low, and drafts a reorder email to your supplement distributor for staff to review and send.
Cerbo›Gmail
Automated Cerbo Dispensary Order Recap
Every night, WebRun pulls the day's dispensed supplement orders from Cerbo, matches them against recorded payments in QuickBooks, and logs a recap in Google Sheets flagging anything dispensed but not yet invoiced.
Cerbo›QuickBooks›Google Sheets
Automated Cerbo Referral Partner Report
On the first of every month, WebRun tallies each new patient's referral source from Cerbo, and compiles a ranked report in Google Sheets showing which referring providers and partners send the most patients, and how many of them stay.
Cerbo›Google Sheets
Automated Cerbo Protocol Check-In Drafts
Every morning, WebRun finds patients due for a scheduled check-in on their treatment protocol, and drafts a personal check-in email referencing their specific plan for the provider to review and send.
Cerbo›Gmail
Automated Cerbo Patient Portal Message Triage
Throughout the day, WebRun scans incoming Cerbo patient portal messages, drafts a suggested reply for routine questions inside the portal for provider review, and emails the on call provider immediately for anything flagged urgent or clinical.
Cerbo›Gmail
Automated Cerbo New Patient Intake Summary
When a new patient completes their intake form, WebRun pulls their history, current supplements, and prior labs from Cerbo, builds a one page summary in Google Sheets, and emails the assigned provider so they walk into the first visit prepared.
Cerbo›Google Sheets›Gmail
Automated Cerbo Functional Medicine Lab Digest
Every morning, WebRun scans Cerbo for lab results that arrived since the last run across every functional and standard panel, logs each one to a running tracker, and emails your care team a clear summary so nothing slips past a busy schedule.
Cerbo›Google Sheets›Gmail
Automated Cerbo Monthly Revenue Report
On the first of every month, WebRun pulls visit volume and dispensary sales from Cerbo, matches revenue and outstanding balances in QuickBooks, and compiles a monthly report in Google Sheets comparing this month to last.
Cerbo›QuickBooks›Google Sheets
Automated Cerbo Lapsed Patient Recall Drafts
Every Monday, WebRun finds patients with no visit or contact in Cerbo for 12 or more months, and drafts a personal recall email for each one for staff to review and send.
Cerbo›Gmail
Automated Cerbo Annual Panel Due Reminders
Every Monday, WebRun finds patients due for their annual or recurring functional lab panel per their care plan, and drafts a scheduling reminder in Gmail for staff to review and send.
Cerbo›Google Sheets›Gmail
Automated Cerbo Membership Renewal Reminders
Every Monday, WebRun finds patients whose annual membership or care plan renews within 30 days, checks QuickBooks to confirm they haven't already paid, and drafts a personal renewal reminder in Gmail for staff to review and send.
Cerbo›QuickBooks›Gmail
Automated Cerbo Abnormal Biomarker Alerts
Throughout the day, WebRun scans new Cerbo lab results for any biomarker outside its reference range, ranks each by how far out of range and whether it's trending worse, and logs it to a running critical values tracker in Google Sheets.
Cerbo›Google Sheets

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