Recall patients whose annual cryo consent is due
Every Monday, WebRun reads the cryostorage consent records in nAbleIVF, finds patients whose annual storage consent renews in the next 45 days or has lapsed, drafts a warm recall email in Outlook and prepares a DocuSign renewal packet for each, and leaves both queued for staff to review and send so every patient gets a timely chance to renew.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically recall patients whose annual IVF cryostorage consent is due for renewal?
WebRun reads the cryostorage consent records in nAbleIVF every Monday and finds patients whose annual storage consent is due or lapsed. It drafts a warm recall email in Outlook and prepares a DocuSign renewal packet for each, leaving both unsent for staff to review and release, so every patient gets a timely chance to renew before a consent lapses.
- No storage consent lapses without a recall going out
- Recall emails and packets are drafted in one pass, staff-reviewed before sending
- Already-renewed patients are skipped automatically each week
Built for IVF clinic administrators · fertility patient coordinators · cryostorage compliance staff · embryology lab managers
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.nableivf.comin a real browser with your saved login - no setup, no API keys. -
1
nAbleIVF - find consents due for renewal
nableivf.com How to Automate nAbleIVF
WebRun opens nAbleIVF to find consents due for renewal. - Open nAbleIVF and read the cryostorage records with their annual storage-consent dates
- Find patients whose storage consent renews in the next 45 days or has already lapsed
- Capture the patient identifier, consent renewal date, and specimen types in storage
- Skip anyone who has already renewed this cycle
Done when Every patient whose storage consent is due or lapsed is listed, minus those already renewed.
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2
Outlook - draft recall emails for review
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft recall emails for review. - Draft a warm recall email in Outlook for each patient, do not send it yet
- Keep it to the renewal being due, why it matters, and that a packet is on the way, with no clinical or specimen detail
- Leave every email unsent in Outlook for staff to review, personalize, and send
Done when A draft recall email sits in Outlook for each patient, awaiting staff approval.
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3
DocuSign - prepare renewal packets to send
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare renewal packets to send. - Prepare a DocuSign renewal packet from your storage-consent template for each patient
- Pre-fill only the fields you approve, such as name and renewal date, and leave it in draft
- Do not send any envelope: leave each packet queued for staff to review and release
Done when A draft DocuSign renewal packet is ready for each patient, unsent and awaiting review.
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 email patients or send the consent packet on its own?
No. WebRun drafts the Outlook recall email and prepares the DocuSign renewal packet, then leaves both unsent for staff to review and release. No message and no consent envelope reaches a patient without a person approving it.
Does the recall email include clinical or specimen details?
No. The draft email covers only that the annual renewal is due, why it matters, and that a packet is coming. It carries no specimen counts, diagnosis, or treatment detail, so a patient's clinical information stays inside nAbleIVF.
How far ahead does it recall a renewal?
It flags consents renewing within 45 days by default and separately lists any already lapsed. You can change the window to match your clinic's consent-renewal policy, and anyone who has already renewed this cycle is skipped automatically.
Related templates
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