Automated Patient Testimonial Request Drafts
Every morning, WebRun opens 1st Providers Choice, finds patients whose procedure completed 6 weeks ago with no reported complications at follow-up, and drafts a friendly testimonial request email in Outlook naming their procedure, left unsent for staff to personalize and send.
How do I ask vein clinic patients for a testimonial at the right time?
WebRun checks 1st Providers Choice every morning for patients whose procedure completed 6 weeks ago with a clean follow-up and no open complaint, and drafts a warm testimonial request email in Outlook naming their procedure. Staff personalize and send each draft, so requests go out at the right moment without a single unattended patient email.
- Testimonial requests go out at exactly 6 weeks, when satisfaction is highest
- Only patients with a clean, complaint-free follow-up are ever asked
- Every request is personalized and sent by staff, never posted or sent automatically
Built for vein clinic practice managers · medical spa managers · phlebologists · marketing coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.1stproviderschoice.comin a real browser with your saved login - no setup, no API keys. -
1
1st Providers Choice - find eligible patients
1stproviderschoice.com
WebRun opens 1st Providers Choice to find eligible patients. - Open 1st Providers Choice and find patients whose procedure completed exactly 6 weeks ago
- Confirm the follow-up note shows no complications and a satisfactory outcome
- Skip anyone flagged with an open complaint or unresolved billing issue
Done when Every patient eligible for a testimonial request is confirmed to have a clean follow-up.
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2
Outlook - draft the testimonial request
microsoft.com
WebRun opens Outlook to draft the testimonial request. - Draft a short, warm email thanking the patient and asking if they'd share a testimonial or review
- Name their specific procedure so the ask feels personal, not generic
- Leave every draft unsent in Outlook for staff to personalize and send
Done when A reviewed, ready-to-send testimonial request draft exists for every eligible patient.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it email patients asking for a review without approval?
No. WebRun only drafts the testimonial request in Outlook. Staff review, personalize, and send each one, so no patient is contacted unattended.
How does it choose who to ask?
Only patients whose procedure completed 6 weeks ago with a clean follow-up and no open complaint or billing issue, read directly from 1st Providers Choice.
Does it post the testimonial anywhere once received?
No. It only drafts the request email. Any testimonial a patient sends back is still reviewed and posted by your team, never published automatically.
Related templates
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