Glooko Automated Quarterly PCP Care Reports
Every quarter, WebRun opens Glooko to pull each shared patient's time in range, glucose trend, and pump or pen dose pattern, checks athenahealth for recent visit notes and current medications, and drafts a quarterly care summary email in Gmail to the patient's primary care physician, held for the CDCES to review and sign off before it sends.
How can I automatically send PCPs a quarterly diabetes care summary?
Every quarter, WebRun pulls each shared patient's 90 day glucose trend from Glooko, adds recent visit notes and medications from athenahealth, and drafts a quarterly care summary email to the patient's PCP in Gmail. The CDCES reviews and signs off on every draft before it sends, so PCPs stay current on shared patients without any health information leaving the clinic unchecked.
- Every shared patient gets a quarterly PCP update without a manual write-up
- Worsening trends get flagged for CDCES review first
- No patient health information reaches a PCP without a sign off
Built for CDCES diabetes educators · endocrinology clinics · diabetes care coordinators · primary care liaison teams
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
my.glooko.com/users/sign_inin a real browser with your saved login - no setup, no API keys. -
1
Glooko - pull each patient's quarterly glucose summary
glooko.com
WebRun opens Glooko to pull each patient's quarterly glucose summary. - Open Glooko and pull each shared patient's time in range, average glucose, and trend for the past 90 days
- Note pump or pen dose pattern and any significant hypoglycemia or hyperglycemia events
- Compare the trend to the prior quarter
Done when Every shared patient has a 90 day glucose summary pulled from Glooko.
-
2
athenahealth - pull recent visit notes and medications
athenahealth.com
WebRun opens athenahealth to pull recent visit notes and medications. - Look up each patient's most recent visit notes and current medication list in athenahealth
- Capture the primary care physician of record and their preferred contact
- Note any recent diagnosis or plan changes relevant to diabetes management
Done when Every patient has current visit and medication context matched to their PCP.
-
3
Gmail - draft the quarterly report for the PCP
gmail.com
WebRun opens Gmail to draft the quarterly report for the PCP. - Draft a quarterly care summary email to each patient's PCP combining the Glooko trend and athenahealth context
- Flag any patient with a worsening trend for the CDCES to review first
- Leave every email as a draft. Do not send any patient information without CDCES sign off
Done when A reviewed quarterly report draft exists for every shared patient's PCP.
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 PCP's office without approval?
No. Every quarterly report is left as a Gmail draft. The CDCES reviews and signs off on each one before it sends, so patient health information never leaves the clinic without a human checking it first.
What goes into the report?
Each patient's 90 day time in range and glucose trend from Glooko, alongside their recent visit notes and medication list from athenahealth, so the PCP sees a complete diabetes management picture.
How does it flag patients who need attention first?
It compares each patient's current trend to the prior quarter and flags anyone worsening, so the CDCES reviews those reports before the routine ones.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.