Periodontics

Periodontics automation templates

11 ready-made workflows for Periodontics. 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: Panda Perio, Slack and Google Sheets.

Periodontics
All categories
Panda Perio Automated AR Digest
WebRun reconciles outstanding patient balances between Panda Perio and QuickBooks, ranks who owes what and for how long, and posts your billing team an aged receivables digest so nothing quietly slips past collection.
Panda PerioQuickBooksSlack
Panda Perio Automated Eligibility Checks
WebRun pulls next week's surgical schedule from Panda Perio, verifies each patient's benefits and remaining maximum, records the eligibility detail in Google Sheets, and posts your billing team a worklist so no case is a coverage surprise.
Panda PerioGoogle SheetsSlack
Panda Perio Automated Consent Tracking
WebRun finds upcoming soft-tissue and bone graft cases in Panda Perio, checks DocuSign for a signed consent, drafts the consent packet to send for any that are missing, and posts your team the outstanding list so no case reaches the chair unsigned.
Panda PerioDocuSignSlack
Panda Perio Automated Clearance Requests
WebRun finds upcoming surgical patients who need a physician sign-off in Panda Perio, drafts a clearance request letter to each patient's physician, logs the request in a Google Sheets tracker, and leaves it for your team to approve before it goes out.
Panda PerioGmailGoogle Sheets
Panda Perio Automated Implant Reordering
WebRun tallies implant and surgical supply usage from Panda Perio against your Google Sheets par levels, spots which sizes are running low, and drafts a purchase order email to each supplier for the office manager to approve.
Panda PerioGoogle SheetsGmail+1
Panda Perio Automated Pocket Depth Alerts
WebRun compares each maintenance patient's latest perio charting against their prior visit in Panda Perio, spots sites where pocket depths have deepened, and posts the clinician an internal watch list so worsening disease gets caught early.
Panda PerioGoogle SheetsTelegram
Panda Perio Automated Surgery Confirmations
WebRun reads tomorrow's periodontal surgery schedule in Panda Perio, drafts a confirmation text and a pre-op instruction email for each patient, and leaves both for staff to approve so every surgical case shows up prepared.
Panda PerioTwilioGmail
Panda Perio Automated Maintenance Reactivation
WebRun finds periodontal maintenance patients overdue for their 90 day recare in Panda Perio, logs the lapsed list to Google Sheets, and drafts a warm reactivation text for staff to approve so gum health does not backslide.
Panda PerioTwilioGoogle Sheets
Panda Perio Automated SRP Re-Evaluation Recall
WebRun finds patients who finished scaling and root planing in Panda Perio, checks whether their four to six week re-evaluation is booked, holds a slot in Google Calendar, and drafts a recall text for staff to approve.
Panda PerioGoogle CalendarTwilio
Panda Perio Automated Referral Letters
WebRun finds patients seen for their first perio consult, pulls the exam findings and treatment plan from Panda Perio, drafts a warm thank-you and report letter to the referring dentist, and leaves it for you to approve before it ever goes out.
Panda PerioGmailGoogle Drive
Panda Perio Automated Referral Triage
WebRun reads inbound referrals from your inbox, opens a matching record in Panda Perio, captures the referring dentist, reason, and urgency, and posts your front desk a triaged worklist so no perio referral sits unread.
Panda PerioGmailSlack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.