Medical equipment

Medical equipment automation templates

12 ready-made workflows for Medical equipment. 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: Slack, Brightree and Gmail.

Medical equipment
All categories
Automated DME Weekly Revenue by Payer Report
Every Monday, WebRun pulls collected revenue from Brightree, breaks it down by payer, product category, and location, logs the data to Google Sheets, and delivers a summary digest to your leadership team in Slack.
BrightreeGoogle SheetsSlack
Automated DME Resupply Eligibility Outreach
Every morning, WebRun checks Brightree for patients whose resupply eligibility window is opening, verifies insurance, and drafts personalized outreach for your team to review and send.
BrightreeGmailSlack
Automated DME Capped Rental Recertification Reminders
WebRun monitors Brightree for capped-rental items approaching their recertification deadline, alerts your team internally, and drafts physician outreach for review before anything is sent.
BrightreeGmailSlack
Automated DME Prior Authorization Tracking
WebRun checks Brightree each morning for open prior authorizations, flags those pending, expiring, or denied, and posts a prioritized worklist to Slack so your team can act before orders stall.
BrightreeGoogle SheetsSlack
Automated DME Preventive Maintenance Alerts
WebRun scans your fleet in TeamDME each morning for equipment due for preventive maintenance or safety inspection, logs the service queue to Google Sheets, and alerts your technicians in Slack.
TeamDMEGoogle SheetsSlack
Automated DME Patient Balance Follow-Up
WebRun checks Brightree for outstanding patient balances, drafts a polite payment reminder for each patient for staff review, and posts an aging summary to Slack so your billing team knows where to focus.
BrightreeGmailSlack
Automated DME Missing Documentation Chaser
WebRun checks Brightree for orders missing a Certificate of Medical Necessity or physician documentation, then drafts follow-up messages to referring physicians for your team to review and send.
BrightreeGmailSlack
Automated DME Inventory Reorder Alerts
WebRun checks TeamDME daily for items at or below reorder point, drafts a purchase order for your approval, and posts a low-stock alert to Slack so nothing runs out before a resupply arrives.
TeamDMEGmailSlack
Automated DME Equipment Pickup Scheduling
WebRun identifies rental equipment that should be picked up in Brightree, drafts patient pickup coordination messages for staff review, and posts the pickup queue to your logistics team in Slack.
BrightreeGmailSlack
Automated DME Delivery Confirmation Follow-Up
After a delivery is marked complete in Brightree, WebRun drafts a setup confirmation message to the patient for staff review, and alerts the clinical team if a follow-up call is needed.
BrightreeGmailSlack
Automated DME New Order Intake Routing
Every morning, WebRun reviews new orders received in Bonafide overnight, categorizes each by item type and payer, and posts a routed intake list to Slack so your team starts the day with a clear, assigned queue.
BonafideGoogle SheetsSlack
Automated DME Claim Rejection Worklist
Every morning, WebRun pulls rejected and denied claims from Brightree, groups them by denial reason and payer, logs the worklist to Google Sheets, and alerts your billing team in Slack.
BrightreeGoogle SheetsSlack

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