All templates

Automated Chiropractic Recall Reminders

Every Monday, WebRun opens ChiroTouch, finds patients inactive for 90 days or more, drafts a personalised recall message in Gmail for each, logs them to a Google Sheet, and flags anyone overdue for 6 months or more for priority outreach.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 ChiroTouch find inactive and overdue patients
2 Gmail draft personalised recall message per patient
3 Google Sheets log reactivation list and track outreach status
In short

How do I automatically recall inactive chiropractic patients who are overdue for a visit?

Every Monday, WebRun opens ChiroTouch and identifies patients inactive for 90 days or more. It groups them by inactivity band, drafts a personalised recall message in Gmail for staff to review and approve, and logs every patient to a Google Sheet reactivation tracker so nothing slips through.

  • Inactive patients receive a personalised recall message rather than being forgotten
  • Staff get a ranked reactivation list so the longest-lapsed patients are prioritised
  • A live Google Sheet tracks every recall so outreach history is always visible

Built for chiropractic clinics · chiropractic office managers · solo and multi-provider chiro practices

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens chirotouch.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ChiroTouch - find inactive and overdue patients
    chirotouch.com
    WebRun in ChiroTouch: find inactive and overdue patients
    WebRun opens ChiroTouch to find inactive and overdue patients.
    • Open ChiroTouch and filter patients by last visit date
    • Identify patients with no visit in the past 90 days
    • Note each patient's last visit, original care plan, and contact details
    • Separate patients by inactivity band: 90 days, 6 months, 12 months or more

    Done when All inactive patients are listed with their last visit date and inactivity band.

  3. 2
    Gmail - draft personalised recall message per patient
    gmail.com
    WebRun in Gmail: draft personalised recall message per patient
    WebRun opens Gmail to draft personalised recall message per patient.
    • Draft a warm recall message for each inactive patient referencing their last visit
    • Tailor the tone to inactivity length: gentle nudge at 90 days, stronger prompt at 6 months
    • Leave all drafts unsent in Gmail for staff review and approval
    • Never send any patient message without staff approval

    Done when A Gmail draft is ready for each inactive patient, unsent and waiting for staff review.

  4. 3
    Google Sheets - log reactivation list and track outreach status
    google.com
    WebRun in Google Sheets: log reactivation list and track outreach status
    WebRun opens Google Sheets to log reactivation list and track outreach status.
    • Log each inactive patient to the reactivation tracker sheet with their inactivity band
    • Record draft status and the date each outreach is approved and sent
    • Flag patients inactive 6 months or more in a priority column for the provider to review

    Done when Reactivation tracker is updated with every inactive patient and their outreach status.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
chirotouch.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Reactivation tracker · Google Sheets
OutputWhat each run produces - A live Google Sheet reactivation tracker with all inactive patients, inactivity bands, draft status, and outreach history.
Spreadsheet
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send recall messages to patients automatically?

No. Every recall message is saved as an unsent Gmail draft. A staff member reviews and approves each message before it is sent. No patient is contacted without human sign-off.

How far back does it look for inactive patients?

The default threshold is 90 days since the last visit, but the inactivity band logic separates patients into 90-day, 6-month, and 12-month groups so staff can prioritise.

What happens to patients who have officially ended their care?

Patients marked as discharged or with a closed case status in ChiroTouch are excluded from the reactivation run automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.