Renvio Automated Transient Patient Intake
Whenever a transient dialysis request lands in Gmail, WebRun reads the traveler's requested dates and shift, checks Renvio for open chair slots that fit, drafts an intake summary with the matching options, and drafts a confirmation text for staff to review before any slot is held or the patient is contacted.
How do I automatically intake and schedule transient dialysis patients?
When a transient dialysis request lands in Gmail, WebRun reads the traveler's requested dates and shift, checks Renvio for open chair slots that fit, and drafts an intake summary plus a confirmation text for staff to review. The slot stays unbooked until approved, so visiting patients get placed quickly without staff chasing details by phone.
- Transient requests get a matched slot the same day
- Missing records are flagged before the patient arrives
- No chair is held and no patient is texted without staff approval
Built for dialysis schedulers · renal clinic intake staff · dialysis clinic managers · nephrology front desk teams
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
renvio.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read the transient request
gmail.com
WebRun reads the incoming transient dialysis request in Gmail. - Watch the intake inbox for a new visiting or transient dialysis request
- Read the requested treatment dates, preferred shift, home clinic, and any prescription details in the message
- Capture the traveler's requested schedule and note any missing records the clinic will need
Done when Every transient request is read with its requested dates, shift, and any missing records noted.
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2
Renvio - find matching open chair slots
renvio.com
WebRun opens Renvio to find open chair slots that fit the traveler. - Open Renvio and check the schedule for open chair slots on the requested dates and shift
- Match the traveler to slots that fit their prescription length and the clinic's capacity
- Draft an intake summary in Renvio with the matching slot options and the records still needed, leaving the slot unbooked for staff to confirm
Done when Matching open slots are identified and an intake summary is drafted, with nothing booked yet.
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3
Twilio - draft the confirmation text for review
twilio.com
WebRun drafts the transient confirmation text in Twilio for staff approval. - Draft a short confirmation text offering the matched slot and the records to bring, do not send yet
- Keep the message practical and free of clinical detail beyond the appointment logistics
- Queue the draft in Twilio for staff to review and approve before contacting the patient
Done when A confirmation text is queued for review for every transient request with a matched slot.
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 book the chair or text the patient automatically?
No. WebRun matches open slots and drafts both the intake summary and the confirmation text, but the slot stays unbooked and the text stays queued until staff review and approve. Booking and patient contact remain human decisions.
What if the traveler's records are incomplete?
It notes exactly which records are missing, such as the current prescription, recent labs, or serologies, right in the intake summary, so staff can request them before confirming the visit rather than discovering gaps at the chair.
Does it send any patient information outside the clinic?
No. The confirmation draft covers only appointment logistics, with no clinical detail, and it is not sent until staff approve it. Intake data stays in Renvio and Gmail inside your organization until a human acts.
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