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For dermatology practices, front-desk staff & clinical care coordinators

Recall dermatology patients who need a follow-up but never booked

Every Monday, WebRun opens EZDerm, identifies patients whose recent visit notes include a follow-up recommendation with no subsequent appointment booked, drafts a personalized recall message for each, and posts the queue to Slack for staff to review and approve before anything is sent to a patient.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 EZDerm find patients with unscheduled follow-ups
2 Twilio draft personalized recall messages
3 Slack queue for staff approval
Run a sample
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.ezderm.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    EZDerm - find patients with unscheduled follow-ups
    ezderm.com
    WebRun in EZDerm: find patients with unscheduled follow-ups
    WebRun opens EZDerm to find patients with unscheduled follow-ups.
    • Open EZDerm and search for visit notes from the last 60 days that include a follow-up recommendation
    • Check each patient's appointment history to confirm no follow-up has been booked
    • Capture patient name, recommended follow-up timeframe, treating provider, and contact details
    • Exclude patients with a future appointment already scheduled

    Done when Every patient with an unscheduled recommended follow-up is listed with their details.

  3. 2
    Twilio - draft personalized recall messages
    twilio.com How to Automate Twilio
    WebRun in Twilio: draft personalized recall messages
    WebRun opens Twilio to draft personalized recall messages.
    • Draft a personalized recall SMS for each patient referencing their provider and the general nature of the follow-up recommendation
    • Draft a matching email as a backup contact option
    • Stage both messages but leave unsent for staff review and approval

    Done when Recall message drafts are staged for every qualifying patient.

  4. 3
    Slack - queue for staff approval
    slack.com How to Automate Slack
    WebRun in Slack: queue for staff approval
    WebRun opens Slack to queue for staff approval.
    • Post a weekly unscheduled follow-up summary to the front-desk Slack channel with patient count
    • Link to the draft queue for staff to review and approve each message
    • Flag patients whose follow-up is time-sensitive or overdue by more than 30 days for priority handling

    Done when Staff have a Slack notification and can approve or escalate each recall draft.

How do I automatically recall dermatology patients who were told to follow up but never booked?

WebRun opens EZDerm every Monday, finds patients whose recent visit notes include a follow-up recommendation with no appointment booked, and drafts personalized recall texts and emails via Twilio. The queue is posted to Slack for staff approval, with time-sensitive cases flagged first. No message reaches a patient until a team member approves it, closing the gap between recommendation and re-booking.

  • Every patient with an unscheduled follow-up recommendation is identified weekly
  • Time-sensitive and overdue cases are flagged for priority staff review
  • Patients with existing future appointments are excluded automatically

Built for dermatology practices · front-desk staff · clinical care coordinators · practice managers

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.ezderm.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Follow-up recall queue · Slack
OutputWhat each run produces - A weekly list of patients with unscheduled follow-up recommendations, with drafted recall messages staged for staff review and 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 GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send recall messages to patients without staff sign-off?

No. Every recall message is drafted and staged for review. A staff member must approve each one before any contact is made with a patient.

Does it include clinical details from the visit notes in the patient message?

No. The recall message references only the provider's name and the general need for a follow-up visit. Specific clinical findings remain inside EZDerm and are never included in outgoing messages.

What about patients who have already scheduled a follow-up since the note was written?

WebRun checks EZDerm for existing future appointments each run and excludes any patient who has already booked, so no one receives an unnecessary recall message.

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