Automated Titration Follow-Up Recall
Every morning, WebRun reviews recently delivered oral appliance patients in DentalWriter, finds those due or overdue for a titration follow-up visit, logs the recall list in a Google Sheet, and drafts a follow-up text in Twilio for your team to review and send so titration is completed on schedule.
How do I recall oral appliance patients for titration follow-up?
WebRun reviews delivered oral appliance patients in DentalWriter every morning and finds those due or overdue for a titration follow-up. It logs the recall list in a Google Sheet and drafts a follow-up text in Twilio for your team to review and send, so patients complete titration on schedule instead of stalling.
- Patients due for titration are recalled before their case stalls
- The front desk gets a ready recall list and drafted texts each morning
- Titration is completed on schedule, protecting appliance efficacy
Built for dental sleep medicine practices · DSM coordinators · front desk teams · sleep appliance dentists
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
niermanpm.comin a real browser with your saved login - no setup, no API keys. -
1
DentalWriter - find patients due for titration
niermanpm.com
WebRun opens DentalWriter to find patients due for titration follow-up. - Open DentalWriter and review patients who have received their oral appliance
- Find those due or overdue for a titration follow-up based on delivery date and your protocol
- Capture the patient, appliance, delivery date, last visit, and contact number
- Skip patients who already have a titration follow-up scheduled
Done when Every patient due for titration follow-up is listed with their delivery date and last visit.
-
2
Google Sheets - build the recall list
google.com
WebRun opens Google Sheets to build the titration recall list. - Open the Titration Recall sheet
- Append each due patient with delivery date, last visit, days since delivery, and status
- Avoid duplicating patients already on the list and drop any who have since been seen
- Sort by how overdue each patient is so the longest waits surface first
Done when The recall list is current and ordered by how overdue each titration follow-up is.
-
3
Twilio - draft the follow-up text
twilio.com
WebRun opens Twilio to draft the titration follow-up text. - Draft a warm follow-up text in Twilio inviting each patient to book their titration visit
- Keep the message to scheduling only, with no clinical or diagnostic detail
- Leave every text as a draft for your team to review and send, so nothing reaches a patient unapproved
- Group the drafts so the front desk can review and release the day's recalls together
Done when A follow-up text is drafted and waiting for review for every patient on the recall list.
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 text patients on its own?
No. WebRun drafts each follow-up text and leaves it unsent for your team to review and send. The message covers scheduling only, and a human approves it before it reaches a patient, so no protected health information goes out unapproved.
How does it decide who is due for titration follow-up?
It compares each patient's appliance delivery date and last visit against your titration protocol and lists anyone due or overdue, ordered so the longest waits appear first.
What about patients who already have a visit booked?
It checks DentalWriter each morning and skips anyone with a titration follow-up already scheduled, so booked patients are not texted again.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.