All templates

Automated Sigmund Dietitian Consult Follow Ups

Every morning, WebRun opens Sigmund Software, reviews yesterday's dietitian consults, drafts a follow up email to each patient or family confirming the updated meal plan and next check in, leaves it unsent in Gmail for the dietitian to review, and posts a Slack summary flagging any consult with no follow up yet scheduled.

Runs on WebRun · Strict Lockdown policy
Every morning at 10:00 AM WebRunorchestrates each step
1 Sigmund Software review yesterday's dietitian consults
2 Gmail draft follow up messages for review
3 Slack flag consults with no follow up
In short

How do I make sure every dietitian consult gets a timely follow up?

WebRun reviews yesterday's dietitian consults in Sigmund Software each morning and drafts a personalized follow up email for each patient or family, summarizing the updated meal plan and next check in, saved unsent in Gmail for the dietitian to send. It also posts a Slack summary naming any consult from the day before that still has no follow up appointment booked.

  • Every consult gets a drafted follow up the same morning, not days later
  • Unscheduled follow ups surface within 24 hours instead of at the next chart audit
  • Follow up messages reference the actual consult, not a generic nutrition template

Built for eating disorder treatment centers · registered dietitians · nutrition therapy teams · PHP and IOP program staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.sigmundsoftware.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Sigmund Software - review yesterday's dietitian consults
    sigmundsoftware.com
    WebRun in Sigmund Software: review yesterday's dietitian consults
    WebRun opens Sigmund Software to review yesterday's dietitian consults.
    • Open Sigmund Software and pull every dietitian consult note from the prior day
    • Capture the meal plan changes, goals, and next check in date noted in each consult
    • Check whether a follow up appointment is already booked for each patient
    • Flag any consult from yesterday with no follow up yet on the calendar

    Done when Every consult from the prior day has a documented outcome and a follow up scheduling status.

  3. 2
    Gmail - draft follow up messages for review
    gmail.com
    WebRun in Gmail: draft follow up messages for review
    WebRun opens Gmail to draft follow up messages for review.
    • Draft a follow up email to each patient or family summarizing the updated meal plan and the next check in
    • Reference the specific changes noted in the consult so the message feels personal, not generic
    • Save every draft unsent in Gmail under the dietitian's account for review before sending

    Done when A reviewable Gmail draft exists for every consult from the prior day, waiting on the dietitian.

  4. 3
    Slack - flag consults with no follow up
    slack.com
    WebRun in Slack: flag consults with no follow up
    WebRun opens Slack to flag consults with no follow up.
    • Post a Slack summary to the dietary team channel naming any consult from yesterday with no follow up appointment booked
    • Include the patient's assigned dietitian so the gap can be closed quickly
    • Leave scheduling the actual follow up appointment to the dietitian

    Done when The dietary team has a Slack summary naming every unscheduled follow up from yesterday's consults.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.sigmundsoftware.com
ScheduleRuns automatically on this cadence
Every morning at 10:00 AM
DeliveryHow each run's result reaches you
Follow up gaps · Slack
OutputWhat each run produces - A Gmail draft follow up per consult and a Slack summary naming consults with no follow up yet booked.
Drafts + alert
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send follow up messages to patients or families without review?

No. Every follow up is saved as a Gmail draft under the dietitian's account. Nothing goes to a patient or family until the dietitian reviews and sends it.

How does it know what to put in the follow up message?

It reads the meal plan changes, goals, and next check in date the dietitian already documented in the consult note, so the draft reflects that specific conversation rather than a generic template.

What if a follow up appointment is already booked?

It checks the calendar in Sigmund Software before flagging anything, so consults with a follow up already scheduled don't appear in the Slack summary.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.