Occupational therapy

Occupational therapy automation templates

13 ready-made workflows for Occupational therapy. 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: Fusion Web Clinic, Google Sheets and Slack.

Occupational therapy
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Fusion Web Clinic OT Therapist Utilization Report
Every Monday, WebRun opens Fusion Web Clinic, calculates last week's productivity metrics for each OT therapist including scheduled versus completed visits and billable hours, and logs the report to Google Sheets for supervisor review.
Fusion Web ClinicGoogle Sheets
Fusion Web Clinic OT Plan of Care Recert Tracking
WebRun reviews Fusion Web Clinic each morning, finds OT plans of care due for recertification within the next 14 days, and posts a reminder digest to Slack so therapists can complete reassessments on time.
Fusion Web ClinicSlack
Automated Fusion Web Clinic OT Outcomes Report
On the first of each month, WebRun opens Fusion Web Clinic, aggregates goal completion rates, discharge outcomes, and average episode length for OT patients, and logs the summary report to Google Sheets for leadership review.
Fusion Web ClinicGoogle Sheets
Automated Fusion Web Clinic OT No-Show Report
Every evening, WebRun opens Fusion Web Clinic, tallies the day's no-shows and late cancellations, and sends your front desk a concise Google Sheets report so lost slots get tracked and rebooking is prioritized.
Fusion Web ClinicGoogle Sheets
Fusion Web Clinic OT New Referral Intake Routing
WebRun checks Fusion Web Clinic for new OT referrals each morning, reads the referral details, matches each to the most appropriate available therapist based on specialty and caseload, and posts the routing recommendation to Slack for your intake coordinator to confirm.
Fusion Web ClinicSlack
Fusion Web Clinic OT Home Program Follow-Up Drafts
WebRun checks Fusion Web Clinic each week for OT patients assigned a home exercise program more than 7 days ago, drafts a brief check-in message for each, and queues the drafts for your therapist to review and send.
Fusion Web ClinicGmail
Fusion Web Clinic OT Re-Evaluation Deadline Tracker
WebRun checks Fusion Web Clinic each Monday, finds OT patients whose re-evaluation is due within the next 30 days, and posts a prioritized list to Slack so therapists can schedule assessments before payer deadlines.
Fusion Web ClinicGoogle Sheets
Fusion Web Clinic OT Documentation Completion Chaser
Every evening, WebRun scans Fusion Web Clinic for unsigned or incomplete OT session notes from the day, and posts a per-therapist list to Slack so documentation is finalized before billing runs.
Fusion Web ClinicSlack
Fusion Web Clinic OT Discharge Follow-Up Drafts
WebRun checks Fusion Web Clinic each Monday, finds OT patients discharged 30 days ago, and drafts a brief follow-up message for each to queue for therapist review, keeping care continuity and recall opportunities on track.
Fusion Web ClinicGmail
Fusion Web Clinic OT Denied Claim Worklist Automation
Every morning, WebRun opens Fusion Web Clinic, pulls all newly denied OT claims, groups them by denial reason, and logs the worklist to Google Sheets so your billing team can begin appeals without hunting through the portal.
Fusion Web ClinicGoogle Sheets
Automated Fusion Web Clinic OT Daily Schedule Digest
Every morning, WebRun pulls the day's OT schedule from Fusion Web Clinic and posts a concise digest to Slack so your therapists and front desk know exactly what the day holds before the first patient arrives.
Fusion Web ClinicSlack
Fusion Web Clinic OT Patient Balance Reminder Drafts
WebRun opens Fusion Web Clinic each Monday, finds patients with outstanding balances over 30 days old, drafts a polite balance reminder for each, and queues them for your front desk to review and send.
Fusion Web ClinicGmail
Fusion Web Clinic OT Authorization Burn Alerts
WebRun checks Fusion Web Clinic each morning, finds active authorizations burning close to their unit limit, and posts a prioritized alert to Slack so your team can request renewals before sessions are disrupted.
Fusion Web ClinicSlack

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