Automated DME Equipment Pickup Scheduling
Every morning, WebRun opens Brightree, finds rental equipment flagged for pickup (discharged, deceased, insurance-terminated, or order-ended), drafts a pickup scheduling message for each patient or facility in Gmail for staff review, and posts the day's pickup queue to Slack for your logistics team to plan routes.
How do I automatically manage and schedule DME rental equipment pickups?
WebRun opens Brightree every morning, finds every rental order with a pickup-required status, and drafts a scheduling message for each patient or facility in Gmail for staff review. The logistics team receives a Slack pickup queue sorted by days pending, so overdue retrievals are handled first and no equipment lingers in the field longer than necessary.
- Every open pickup request appears in Slack before the logistics team plans routes
- Overdue pickups (14 or more days pending) are flagged automatically
- Staff review every scheduling message before a patient is contacted
Built for DME logistics teams · HME dispatch coordinators · rental equipment managers · 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 rentals flagged for pickup
brightree.com
WebRun opens Brightree to find rentals flagged for pickup. - Open Brightree and filter rental orders to pickup-required status (discharged, order ended, or insurance terminated)
- Capture patient name, address, item, reason for pickup, and number of days the pickup has been pending
- Sort by days pending, oldest first, to prioritize overdue pickups
Done when Every open pickup request is listed with address, item, reason, and days pending.
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2
Gmail - draft pickup scheduling message for each patient or facility
gmail.com
WebRun opens Gmail to draft pickup scheduling message for each patient or facility. - Draft a scheduling message for each patient or facility contact, proposing a pickup window
- Keep the tone warm and professional, noting the item to be collected
- Save each as a Gmail draft for a staff member to review before sending
Done when A draft scheduling message exists in Gmail for every pending pickup.
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3
Slack - post pickup queue to logistics team
slack.com
WebRun opens Slack to post pickup queue to logistics team. - Post today's full pickup queue to the logistics or dispatch channel with address and item for each
- Flag pickups pending more than 14 days as overdue so the team prioritizes them
Done when The logistics team has the day's pickup list in Slack, sorted by urgency.
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 schedule or confirm a pickup with the patient without staff approval?
No. WebRun drafts the scheduling message and leaves it in Gmail for a staff member to review. No patient or facility receives a message until your team approves and sends it.
What triggers a pickup to appear on the list?
Any rental order in Brightree with a pickup-required status: the patient was discharged, the order ended, insurance was terminated, or the rental period capped out. All four are covered.
What if the equipment was already picked up but not yet closed in Brightree?
The run reads live Brightree status each morning. Once a pickup is marked complete in Brightree, it drops off the list automatically on the next run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.