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For vein clinic front desk staff, practice managers & phlebologists

Bring lapsed vein patients back for their annual recheck

Every Monday, WebRun opens 1st Providers Choice, finds patients who haven't had a visit in over 12 months, logs the lapsed list to Google Sheets, checks Google Calendar for open recheck slots in the next 2 weeks, and drafts a personal outreach email in Outlook for staff to review and send.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:30 AM WebRun
1 1st Providers Choice find lapsed patients
2 Google Sheets log the lapsed list
3 Google Calendar find open recheck slots
4 Outlook draft the recheck outreach
Run a sample
In short

How do I bring lapsed vein clinic patients back for an annual recheck?

WebRun checks 1st Providers Choice every Monday for patients who haven't visited in over 12 months, logs the list to Google Sheets, and checks Google Calendar for open recheck slots with their physician. It drafts a warm outreach email in Outlook with real open times, left for staff to review and send, so lapsed patients hear from you again.

  • Patients lapsed over 12 months get a personal, reviewed outreach draft every week
  • Every draft offers real open recheck times, confirmed against the physician's calendar
  • No lapsed patient outreach reaches them without staff review first

Built for vein clinic front desk staff · practice managers · phlebologists · medical spa managers

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 www.1stproviderschoice.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    1st Providers Choice - find lapsed patients
    1stproviderschoice.com How to Automate 1st Providers Choice
    WebRun in 1st Providers Choice: find lapsed patients
    WebRun opens 1st Providers Choice to find lapsed patients.
    • Open 1st Providers Choice and filter patients whose last visit was more than 12 months ago
    • Capture their last procedure type and treating physician
    • Skip anyone flagged as discharged or moved out of the area

    Done when Every patient lapsed over 12 months is listed with their last procedure and physician.

  3. 2
    Google Sheets - log the lapsed list
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log the lapsed list
    WebRun opens Google Sheets to log the lapsed list.
    • Open the Lapsed Patient tracker
    • Add a row per lapsed patient with last visit date and last procedure type
    • Mark each row once an outreach draft has been created

    Done when The tracker reflects every lapsed patient and whether outreach has been drafted.

  4. 3
    Google Calendar - find open recheck slots
    calendar.google.com How to Automate Google Calendar
    WebRun in Google Calendar: find open recheck slots
    WebRun opens Google Calendar to find open recheck slots.
    • Check each treating physician's calendar for open recheck slots in the next 2 weeks
    • Pick 2 to 3 open times per physician to offer
    • Confirm the times don't fall on a blocked or holiday day

    Done when Real open recheck slots are found for each lapsed patient's treating physician.

  5. 4
    Outlook - draft the recheck outreach
    microsoft.com How to Automate Outlook
    WebRun in Outlook: draft the recheck outreach
    WebRun opens Outlook to draft the recheck outreach.
    • Draft a warm outreach email per lapsed patient referencing their last procedure and offering the open recheck times
    • Keep the tone personal, not like a mass mailer
    • Leave every draft unsent in Outlook for staff to review and send

    Done when A reviewed, ready-to-send recheck draft with real open times exists for every lapsed patient.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.1stproviderschoice.com
ScheduleRuns automatically on this cadence
Every Monday at 9:30 AM
DeliveryHow each run's result reaches you
Recheck drafts · Outlook
OutputWhat each run produces - A drafted recheck outreach email per lapsed patient, with real open times, left unsent for review.
Text
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 lapsed patients get an email without staff checking it?

No. WebRun only leaves a drafted outreach email in Outlook. Staff review and send each one, so no lapsed patient gets an unattended message.

How does it decide who counts as lapsed?

Anyone in 1st Providers Choice whose last visit was more than 12 months ago, excluding patients flagged as discharged or moved away.

Are the recheck times it offers really open?

Yes. It checks each treating physician's Google Calendar first and only offers times that are genuinely available that week.

Put this on autopilot.

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