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For phlebologists, vascular surgeons & referral coordinators

Keep referring physicians in the loop on their patients

Every Monday, WebRun opens 1st Providers Choice, finds every patient seen the prior week who arrived via a referring physician, and drafts a short case status update letter in Outlook naming the diagnosis and treatment plan, left unsent for the treating physician to review, approve, and send to the referrer.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 10:00 AM WebRun
1 1st Providers Choice find referred patient visits
2 Outlook draft the referrer update
Run a sample
In short

How do I keep referring physicians updated on shared vein clinic patients?

WebRun checks 1st Providers Choice every Monday for patients seen the prior week who came from a referring physician, and drafts a brief case status letter in Outlook naming the diagnosis and treatment plan. The treating physician reviews and approves each letter before it's sent, so referring providers stay informed without any patient detail leaving unapproved.

  • Every referring physician gets a case update the week after their patient is seen
  • Nothing leaves the practice until the treating physician reviews and approves it
  • Patients who opt out are skipped automatically, no letter drafted for them

Built for phlebologists · vascular surgeons · referral coordinators · vein clinic practice 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 referred patient visits
    1stproviderschoice.com How to Automate 1st Providers Choice
    WebRun in 1st Providers Choice: find referred patient visits
    WebRun opens 1st Providers Choice to find referred patient visits.
    • Open 1st Providers Choice and list patients seen in the prior week with a referring physician on file
    • Capture the referring physician's name and the visit's diagnosis and treatment plan
    • Skip any patient who has opted out of sharing updates with the referring provider

    Done when Every referred patient seen last week is listed with their referring physician and treatment plan.

  3. 2
    Outlook - draft the referrer update
    microsoft.com How to Automate Outlook
    WebRun in Outlook: draft the referrer update
    WebRun opens Outlook to draft the referrer update.
    • Draft a short, professional case status letter to each referring physician naming the diagnosis and next steps
    • Keep the letter to a brief clinical summary, no more detail than the referral relationship calls for
    • Leave every letter unsent in Outlook for the treating physician to review, approve, and send

    Done when A reviewed, physician-approved update letter is ready to send to every referring provider.

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 10:00 AM
DeliveryHow each run's result reaches you
Referral update drafts · Outlook
OutputWhat each run produces - A drafted case status update letter per referred patient, left unsent for physician approval.
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

Does it send patient information to the referring physician on its own?

No. WebRun only drafts the update letter in Outlook. The treating physician reviews and approves every letter before it's sent, so no patient information leaves the practice unattended.

What does the update letter include?

A brief, professional summary of the diagnosis and treatment plan for the referring physician, drawn from the visit notes already in 1st Providers Choice.

Can a patient opt out of these updates?

Yes. Any patient flagged as opted out in 1st Providers Choice is skipped automatically, so no letter is drafted for them.

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