Catch discharge planning gaps before a patient leaves
Every morning, WebRun opens Sigmund Software, checks the discharge checklist for every patient discharging within 5 days, logs what's outstanding to a tracker sheet, drafts the aftercare referral and discharge summary emails for the discharge planner to review, and posts a Slack alert if anyone is discharging with items still incomplete.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I keep discharge planning from falling through the cracks?
WebRun checks Sigmund Software each morning for every patient discharging within 5 days, logging outstanding checklist items to a tracker sheet sorted by urgency. Where a release of information is on file, it drafts the aftercare referral and family discharge summary emails in Gmail for the discharge planner to review, and posts a Slack alert for anyone discharging within 48 hours with items still open.
- No patient discharges with an unnoticed checklist gap inside 48 hours
- Aftercare referral drafts are ready before the discharge planner's morning huddle
- Referrals only draft once a signed release of information is confirmed on file
Built for eating disorder treatment centers · discharge planners · clinical directors · 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.
-
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 discharge checklist status
sigmundsoftware.com How to Automate Sigmund Software
WebRun opens Sigmund Software to check discharge checklist status. - Open Sigmund Software and pull the discharge checklist for every patient discharging within 5 days
- Check off items already complete, including medication reconciliation, follow up appointments, and consent for release of information
- Note the assigned discharge planner and the aftercare provider on file for each patient
- Flag any patient discharging within 48 hours with checklist items still open
Done when Every patient discharging within 5 days has a checklist status and an assigned discharge planner.
-
2
Google Sheets - log outstanding checklist items
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log outstanding checklist items. - Open the Discharge Planning tracker sheet
- Add a row per discharging patient listing outstanding checklist items and the discharge date
- Sort by discharge date, soonest first
- Mark patients discharging within 48 hours with open items in a separate urgency column
Done when The tracker sheet lists every discharging patient's outstanding items sorted by urgency.
-
3
Gmail - draft aftercare referral emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft aftercare referral emails. - Draft an aftercare referral email to the receiving provider for each patient with a signed release of information on file
- Draft a discharge summary email to the family where the patient has consented to family involvement
- Save every draft unsent in Gmail under the discharge planner's account for clinical review
Done when A reviewable Gmail draft exists for every eligible aftercare referral and family discharge summary.
-
4
Slack - alert the team to gaps
slack.com How to Automate Slack
WebRun opens Slack to alert the team to gaps. - Post a Slack alert to the clinical team naming any patient discharging within 48 hours with checklist items still open
- Name the specific outstanding item, such as an unconfirmed follow up appointment or missing consent
- Leave resolving the gap to the assigned discharge planner
Done when The clinical team has a Slack alert for every at risk discharge, naming the specific gap.
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 send aftercare referrals or discharge summaries without approval?
No. Every referral and discharge summary is saved as a Gmail draft under the discharge planner's account. Nothing is sent to an outside provider or a family until a clinician reviews and sends it.
Does it check for release of information consent before drafting a referral?
Yes. It only drafts an aftercare referral email when a signed release of information is already on file in Sigmund Software for that receiving provider.
What happens if a patient's discharge date changes?
It reads the live discharge date in Sigmund Software each morning, so a postponed or moved discharge date updates the tracker and urgency flag automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.