Automated Sigmund Aftercare Referral Tracking
Every morning, WebRun opens Sigmund Software, checks the aftercare referral status for every patient discharged in the last 30 days, logs where each referral stands to a tracker sheet, drafts a check in email to any receiving provider who hasn't confirmed the patient's intake within 7 days, and posts a Slack alert for referrals that have stalled.
How do I make sure aftercare referrals don't stall after discharge?
WebRun checks Sigmund Software every morning for every patient discharged in the last 30 days, logging each aftercare referral's status to a tracker sheet. When a receiving provider hasn't confirmed intake within 7 days, it drafts a check in email in Gmail for the discharge planner to review and send, and posts a Slack alert naming every stalled referral to the clinical team.
- Stalled aftercare referrals surface within 7 days instead of being discovered at a relapse readmission
- The full referral pipeline is visible in one tracker sheet, not scattered discharge summaries
- Provider check in emails are drafted and ready before the discharge planner has to chase anything
Built for eating disorder treatment centers · discharge planners · continuity of care coordinators · residential and PHP program staff
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.sigmundsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Sigmund Software - check aftercare referral status
sigmundsoftware.com
WebRun opens Sigmund Software to check aftercare referral status. - Open Sigmund Software and pull the aftercare referral record for every patient discharged in the last 30 days
- Capture the receiving provider, referral date, and whether intake has been confirmed
- Flag any referral with no confirmed intake within 7 days of the referral being sent
- Note the discharge planner assigned to each patient
Done when Every patient discharged in the last 30 days has a documented referral status and discharge planner.
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2
Google Sheets - log the referral pipeline
google.com
WebRun opens Google Sheets to log the referral pipeline. - Open the Aftercare Referral tracker sheet
- Add or update a row per patient with the receiving provider, referral date, and intake confirmation status
- Sort so unconfirmed referrals past 7 days appear at the top
- Mark referrals as closed once intake is confirmed
Done when The tracker sheet reflects every open referral's status, unconfirmed ones sorted to the top.
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3
Gmail - draft provider check in emails
gmail.com
WebRun opens Gmail to draft provider check in emails. - Draft a check in email to the receiving provider for each referral with no confirmed intake after 7 days
- Reference the original referral date and ask whether intake has been scheduled
- Save every draft unsent in Gmail under the discharge planner's account for review before sending
Done when A reviewable Gmail draft check in exists for every stalled referral, waiting on the discharge planner.
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4
Slack - alert the team to stalled referrals
slack.com
WebRun opens Slack to alert the team to stalled referrals. - Post a Slack alert to the clinical team naming every referral that has stalled past 7 days without confirmed intake
- Tag the assigned discharge planner for each stalled referral
- Link to the full tracker sheet for the complete referral pipeline
Done when The clinical team has a Slack alert naming every stalled referral, tagged to the right discharge planner.
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 the aftercare provider without a discharge planner reviewing it first?
No. Every check in email is saved as a Gmail draft under the discharge planner's account. Nothing is sent to an outside provider until a human reviews and sends it.
How long does a referral get before it's flagged as stalled?
By default, 7 days without a confirmed intake, though the window can be adjusted in your run settings to match how your program defines a stalled referral.
What happens once intake is confirmed?
It reads the confirmed intake status in Sigmund Software each morning and marks that referral closed in the tracker sheet, so only genuinely open referrals stay on the active list.
Related templates
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