Automated DME New Order Intake Routing
Every morning, WebRun opens Bonafide, reviews all new orders received since the previous run, categorizes each by item type (CPAP, wheelchair, oxygen, etc.) and payer class, assigns a routing designation based on your rules, logs the intake list to Google Sheets, and posts a channel-routed digest to Slack so each team sees only their assigned orders.
How do I automatically route new DME intake orders to the right team each morning?
WebRun opens Bonafide every morning, reads all orders received overnight, categorizes each by item type and payer using your routing rules, logs the full intake list to Google Sheets, and posts each team's assigned orders to their dedicated Slack channel. Every team starts the day with a clear, organized queue without manually sorting the inbox.
- Every overnight order is categorized and routed before the workday begins
- Each team sees only their assigned orders without sorting the full inbox
- Unmatched orders are flagged for supervisor review rather than going unnoticed
Built for DME intake coordinators · HME operations managers · order processing teams · durable medical equipment suppliers
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
www.bonafide.comin a real browser with your saved login - no setup, no API keys. -
1
Bonafide - review new orders received overnight
bonafide.com
WebRun opens Bonafide to review new orders received overnight. - Open Bonafide and filter new orders received since the last run
- Capture order number, patient name, referring physician, item category, and payer for each
- Apply your routing rules: assign CPAP orders to the resupply team, complex rehab to the rehab team, oxygen to respiratory, and all others to general intake
Done when Every new overnight order is categorized and has a routing assignment.
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2
Google Sheets - log each order with category, payer, and routing assignment
google.com
WebRun opens Google Sheets to log each order with category, payer, and routing assignment. - Append each new order as a row in the daily intake log with order number, patient, item, payer, and assigned team
- Set the status to Open so the assigned team can update it when work begins
Done when The intake log in Google Sheets reflects all new orders with routing assignments.
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3
Slack - post team-specific intake digest to each channel
slack.com
WebRun opens Slack to post team-specific intake digest to each channel. - Post each team's assigned orders to their dedicated Slack channel as a digest
- Include order number, patient name, item, and payer so each team can start immediately without opening Bonafide
Done when Each intake team has its assigned orders waiting in Slack before the start of the workday.
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
Can it handle our custom routing rules?
Yes. Routing logic is configured when you set up the template. You define which item types or payers map to which teams, and WebRun applies those rules on every run.
What if an order does not fit any routing category?
Unmatched orders are flagged as unassigned in both Google Sheets and Slack, so a supervisor can review and manually route them without the order slipping through.
Does it create or update orders in Bonafide?
No. WebRun only reads order data from Bonafide for routing purposes. All order entry and updates are handled by your staff in Bonafide as normal.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.