Automated DME Delivery Confirmation Follow-Up
Each morning, WebRun checks Brightree for deliveries completed in the last 24 hours, drafts a setup confirmation and care reminder for each patient in Gmail, and posts a follow-up checklist to Slack for your clinical team so no new patient is left without a post-delivery touchpoint.
How do I automatically follow up with patients after a DME delivery?
WebRun checks Brightree every morning for deliveries completed in the last 24 hours, drafts a personalized setup confirmation for each patient in Gmail, and posts a follow-up checklist to Slack. Complex equipment is flagged for a mandatory clinical call, so every new patient receives the right level of post-delivery support without any step being missed.
- Every delivered patient has a confirmation draft ready to send within 24 hours
- Complex-equipment patients are flagged for a clinical call automatically
- No post-delivery touchpoint is missed or left to manual memory
Built for DME delivery teams · HME clinical coordinators · home medical equipment providers · 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.brightree.comin a real browser with your saved login - no setup, no API keys. -
1
Brightree - find deliveries completed in the last 24 hours
brightree.com
WebRun opens Brightree to find deliveries completed in the last 24 hours. - Open Brightree and filter delivery records to completed status within the last 24 hours
- Capture patient name, item delivered, delivery technician, delivery date, and any setup notes
- Flag complex equipment (e.g. ventilators, oxygen concentrators) for a mandatory clinical call
Done when Every delivery from the past 24 hours is listed with item type and any clinical-call flag.
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2
Gmail - draft setup confirmation for each patient
gmail.com
WebRun opens Gmail to draft setup confirmation for each patient. - Draft a warm setup confirmation for each patient, naming the item delivered and providing care tips
- Include your support line and instructions for who to call with questions
- Save as a Gmail draft for a staff member to review before sending
Done when A draft confirmation message exists in Gmail for every patient who received a delivery.
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3
Slack - post follow-up checklist to clinical team
slack.com
WebRun opens Slack to post follow-up checklist to clinical team. - Post the completed-delivery list to the clinical or intake channel
- Mark complex-equipment patients with a flag so the team knows a follow-up call is required today
Done when The clinical team has the post-delivery checklist in Slack with complex-care flags highlighted.
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 contact patients directly after a delivery?
No. WebRun drafts the confirmation message in Gmail and waits for a staff member to review and send it. No patient receives any message until your team approves and clicks Send.
How does it know which deliveries need a clinical follow-up call?
It flags any complex equipment category (such as ventilators, oxygen concentrators, or infusion pumps) as requiring a mandatory call, based on the item type recorded in Brightree.
What if a delivery was cancelled or returned same day?
It reads live delivery status from Brightree each morning, so cancelled or returned deliveries are excluded automatically before any draft is created.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.