Automated Dental Case Acceptance Report
Every Monday, WebRun opens Curve Dental, pulls last week's treatment plans presented and how much was accepted by each provider, writes the case-acceptance rate per provider into Google Sheets, and posts the team a short Slack summary so coaching lands where it counts.
How do I track weekly dental case acceptance by provider?
Every Monday, WebRun opens Curve Dental and pulls last week's treatment presented versus accepted by each provider. It writes the case-acceptance rate and unscheduled remainder per provider into Google Sheets, then posts the team a Slack summary highlighting who improved and where the most value was left unscheduled.
- Case-acceptance rate by provider lands every Monday without manual reporting
- Coaching focuses on the providers leaving the most value unscheduled
- A running history shows whether acceptance is trending up week over week
Built for dental practices · practice owners · treatment coordinators · dental office managers
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.curvedental.comin a real browser with your saved login - no setup, no API keys. -
1
Curve Dental - pull presented vs accepted treatment
curvedental.com
WebRun runs the Curve Dental treatment plan reports for last week. - Open Curve Dental and run the treatment plan reports for last week
- Filter to treatment presented and the portion accepted or scheduled, grouped by provider
- Capture presented value, accepted value, and the unscheduled remainder for each provider
Done when Last week's presented and accepted treatment has been captured for every provider.
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2
Google Sheets - build the case-acceptance report
google.com
WebRun writes each provider's case-acceptance rate into Google Sheets. - Open the case-acceptance report in Google Sheets and add a dated row per provider
- Record presented value, accepted value, the case-acceptance rate, and the unscheduled remainder
- Compare each provider to the prior week so trends stand out
Done when The Google Sheets report shows last week's case-acceptance rate for every provider.
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3
Slack - summarise rates by provider
slack.com
WebRun posts the weekly case-acceptance summary to Slack. - Post the team a short summary of case-acceptance rate by provider for last week
- Call out who improved and who has the most unscheduled value left on the table
- Link the Google Sheets report so anyone can dig into the detail
Done when The team has last week's case-acceptance summary in Slack.
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
Does it change anything in Curve Dental?
No. WebRun only reads the treatment plan reports and writes the numbers into your Google Sheet. It never edits treatment plans, the schedule, or patient records, so the weekly report is read-only and safe to run unattended.
How does it measure case acceptance?
It compares treatment presented to treatment accepted or scheduled in Curve Dental for last week, grouped by provider, then writes the rate and the unscheduled remainder per provider into the sheet.
Can it compare providers week over week?
Yes. WebRun adds a dated row each Monday, so the Google Sheet builds a running history. The Slack summary then highlights who improved and who has the most value still left unscheduled.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.