Automated DSO New Office Onboarding Tracking
Every Monday, WebRun reads the acquisition and de novo pipeline in Salesforce, creates or updates each new office's onboarding checklist in Asana, verifies which setup steps are live in Denticon, and posts a status of every location still onboarding so no launch task falls through the cracks.
How do I track new dental office onboarding across my group?
WebRun reads your Salesforce location pipeline every Monday, and for each newly closed office it opens or updates an Asana onboarding project. It checks Denticon to see which setup steps are already live, ticks those off, and posts a weekly status naming each office's percent complete and any overdue or late launch task.
- Every newly closed office gets an onboarding project without anyone opening Asana
- Denticon setup progress is checked and ticked off automatically each week
- Offices past their go live date are surfaced at the top of the weekly status
Built for DSO integration teams · practice onboarding managers · M&A operations · regional directors
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.denticon.comin a real browser with your saved login - no setup, no API keys. -
1
Salesforce - find newly closed locations
salesforce.com
WebRun opens Salesforce to find newly closed locations. - Open Salesforce and filter the location pipeline to opportunities closed within the onboarding window
- Capture each new office's name, target go live date, and assigned integration lead
- Note whether it is an acquisition or a de novo build, since the checklists differ
- Skip any location already marked fully onboarded
Done when Every location in the onboarding window is captured with its go live date and lead.
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2
Denticon - verify setup progress
planetdds.com
WebRun opens Denticon to verify setup progress. - Open Denticon and check whether the office is created with its providers, operatories, and fee schedules loaded
- Confirm the location is linked into cross location reporting and that user accounts exist
- Record which core setup steps are complete and which are still outstanding
- Flag any office past its go live date that is not yet live in Denticon
Done when Each onboarding office has its Denticon setup steps marked complete or outstanding.
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3
Asana - track the onboarding checklist
- Open Asana and create the onboarding project for any new office that does not have one yet, from the acquisition or de novo template
- Tick off tasks that Denticon shows as already complete and leave the rest open
- Post a weekly status to the onboarding project naming each office, its percent complete, and any task past due
- Highlight any office past its go live date at the top of the status
Done when Every onboarding office has an Asana project and a weekly status showing progress and overdue tasks.
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
Does it change anything in Denticon or just read it?
It only reads Denticon to check which setup steps are live. It does not create offices, providers, or accounts there. The tracking and task updates happen in Asana, and your integration team does the actual Denticon build.
How does it know which checklist to use?
It reads whether Salesforce marks the location as an acquisition or a de novo build and starts the matching Asana template, since a bought practice and a ground up build have different onboarding steps.
What if an office is past its go live date?
It puts that office at the top of the weekly Asana status and flags any Denticon setup step still outstanding, so a launch that is running late is impossible to miss.
Related templates
Put this on autopilot.
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