Automated Dental Referral Thank-Yous
Every Monday, WebRun opens Dentrix, runs the Referred BY Doctor report for last week's completed referral cases, drafts a warm thank-you to each referring dentist in Gmail, leaves every draft unsent for the office manager, and posts the team a Slack list of who referred.
How do I thank referring dentists after completed cases automatically?
Every Monday, WebRun opens Dentrix and runs the Referred BY Doctor report to find last week's completed referral cases. It drafts a warm, professional thank-you to each referring dentist in Gmail, leaves the drafts unsent for the office manager, and posts the team a Slack list of who referred and how many patients each sent.
- Every referrer gets thanked the week their case completes, not months later
- Top referring dentists are easy to see and nurture
- Each thank-you is drafted and waiting, so the office manager just reviews and sends
Built for dental specialists · dental practices · office managers · oral surgeons
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.dentrix.comin a real browser with your saved login - no setup, no API keys. -
1
Dentrix - find completed referral cases
dentrix.com
WebRun runs the Dentrix Referred BY Doctor report for completed cases. - Open Dentrix and from the Office Manager run the Referred BY Doctor report for last week
- Match each referring dentist to the patients whose treatment was completed
- Capture the referring doctor, the patient, and the completed procedure for each
Done when Every completed referral case from last week has been matched to its referring dentist.
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2
Gmail - draft thank-you notes
gmail.com
WebRun drafts a thank-you to each referring dentist and leaves it unsent. - Draft a warm, professional thank-you to each referring dentist for trusting you with their patient
- Note the case was completed and keep it courteous and brief, without patient detail beyond what is appropriate
- Save every message as a draft and leave it unsent for the office manager to review
Done when A thank-you draft sits ready in Gmail for every referring dentist.
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3
Slack - report who referred
slack.com
WebRun posts last week's referring-dentist list to Slack. - Post the team a short list of dentists who referred completed cases last week
- Note how many patients each referred so top referrers stand out
- Note that thank-you drafts are waiting in Gmail for review
Done when The team has last week's referring-dentist list 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
Will it email referring dentists without me?
No. WebRun only drafts each thank-you in Gmail and leaves it unsent. Your office manager reads every message and clicks send, so nothing reaches a referrer until a person approves it first.
How does it know who referred each patient?
It runs the Referred BY Doctor report in Dentrix each week, which lists each referring dentist alongside the patients they sent, and WebRun matches those to the cases completed last week.
Can it match our practice's tone?
Yes. Give WebRun a sample note or a few notes on tone and it drafts each thank-you in your voice, keeping it warm, professional, and brief while respecting patient privacy.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.