Telehealth

Telehealth automation templates

12 ready-made workflows for Telehealth. 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: Doxy.me, Google Sheets and Gmail.

Telehealth
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Automated Telehealth Staff Credential Expiry Tracking
WebRun scans your staff credential log in Google Sheets each Monday, flags any license or certification expiring within 60 days, and posts a renewal worklist to Slack so HR can act in time.
Doxy.meGoogle SheetsSlack+1
Automated Telehealth Review Request Drafts
After a completed Doxy.me visit, WebRun drafts a brief review request email in Gmail for staff to approve, so satisfied patients are prompted to share their experience without any automated outreach.
Doxy.meGmailGoogle Sheets
Automated Telehealth Referral Tracking
WebRun logs inbound referrals from your email into Google Sheets, checks whether each referred patient has booked a Doxy.me visit, and posts a weekly referral status digest to Slack.
GmailDoxy.meGoogle Sheets+1
Automated Telehealth Recall Reminders
WebRun finds patients whose recall or follow-up care is overdue, drafts reminder messages via Twilio SMS for staff approval, and logs each outreach attempt in Google Sheets.
Doxy.meTwilioGoogle Sheets
Automated Telehealth Provider Utilization Digest
Every Monday, WebRun tallies completed, cancelled, and no-show visits per provider in Doxy.me, calculates utilization rates, and posts a digest to Slack so leadership can spot under- or over-booked providers.
Doxy.meGoogle SheetsSlack
Automated Telehealth Prior Auth Expiry Tracking
WebRun scans your prior authorization log in Google Sheets each morning, flags any auth expiring in the next 14 days, and posts a worklist to Slack so your billing team can act before visits are denied.
Doxy.meGoogle SheetsSlack
Automated Telehealth Patient Balance Chaser
WebRun finds overdue patient balances in Stripe each week, drafts a polite payment reminder email in Gmail for staff to review, and logs each chase attempt in Google Sheets.
Doxy.meStripeGmail+1
Automated Telehealth No-Show Recovery
When a patient misses their video visit, WebRun checks Doxy.me, drafts a re-engagement message in Gmail, and logs the incident in Google Sheets so your front desk can follow up.
Doxy.meGmailGoogle Sheets
Automated Telehealth New Patient Intake Chaser
WebRun checks for new patients with upcoming Doxy.me visits who have not completed their intake forms, drafts a gentle reminder via Gmail, and logs the status in Google Sheets.
Doxy.meGmailGoogle Sheets
Automated Telehealth Claim Denial Worklist
WebRun reviews your claim denial log in QuickBooks each morning, groups denials by reason code, and posts a prioritized worklist to your billing team in Slack so revenue is recovered faster.
Doxy.meQuickBooksSlack
Automated Telehealth Care Gap Outreach
WebRun identifies patients in your care gap list who have not had a required telehealth visit or screening in the past year, drafts personalized outreach emails in Gmail for staff review, and logs each attempt in Google Sheets.
Doxy.meGmailGoogle Sheets+1
Automated Doxy.me Appointment Confirmation Drafts
The evening before each appointment, WebRun drafts a confirmation email with the Doxy.me visit link and a quick tech-check tip in Gmail, ready for staff or auto-delivery review before the morning.
Doxy.meGmailGoogle Calendar

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