Glooko Automated New Diagnosis Onboarding
Every morning, WebRun opens Epic to find patients with a new diabetes diagnosis logged in the past 24 hours, creates their Glooko account and device pairing invite, and drafts a welcome email in Gmail with the onboarding checklist and DSMES referral, held for staff to personalize and send.
How can I automatically onboard every newly diagnosed diabetes patient?
Every morning, WebRun checks Epic for patients with a new diabetes diagnosis in the past 24 hours, creates their Glooko account and device pairing invite, and drafts a welcome email in Gmail with the onboarding checklist and DSMES referral. Staff personalize and send each draft, so every newly diagnosed patient gets a complete, human-reviewed welcome on day one.
- Every newly diagnosed patient gets a Glooko account and welcome draft the same day
- Staff personalize one ready-made email instead of writing from scratch
- Already-enrolled patients are skipped automatically
Built for CDCES diabetes educators · endocrinology clinics · diabetes program coordinators · primary care diabetes programs
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
userweb.epic.comin a real browser with your saved login - no setup, no API keys. -
1
Epic - find newly diagnosed diabetes patients
epic.com
WebRun opens Epic to find newly diagnosed diabetes patients. - Open Epic and list patients with a new type 1 or type 2 diabetes diagnosis logged in the past 24 hours
- Capture the diagnosing provider, diagnosis date, and prescribed devices if noted
- Skip patients already set up in Glooko
Done when Every newly diagnosed patient in the past day is listed with their diagnosis details.
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2
Glooko - set up the patient's account and device invite
glooko.com
WebRun opens Glooko to set up the patient's account and device invite. - Create a new patient profile in Glooko for each newly diagnosed patient
- Prepare the device pairing invite for their meter, CGM, or pump if prescribed
- Assign the patient to their care team and clinic code
Done when Every newly diagnosed patient has a Glooko profile and device invite ready.
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3
Gmail - draft the onboarding welcome email
gmail.com
WebRun opens Gmail to draft the onboarding welcome email. - Draft a welcome email with the onboarding checklist, the Glooko device invite, and the DSMES class schedule
- Include the CDCES contact for questions
- Leave every email as a draft for staff to personalize and send
Done when A ready-to-send onboarding welcome draft exists for every newly diagnosed patient.
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 a newly diagnosed patient without staff review?
No. Every welcome email is left as a Gmail draft. Staff personalize and send each one, so a patient's first message from the clinic always has a human behind it.
What does the onboarding checklist cover?
Setting up their Glooko account and pairing their device, the DSMES class schedule, and a CDCES contact for questions, so nothing about getting started is left for the patient to figure out alone.
What if the patient was already set up in Glooko from a prior visit?
It checks for an existing Glooko profile before creating one, so already-enrolled patients are skipped from the onboarding list.
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