Automated NexHealth Diabetes Education Referral Tracking
Every Monday, WebRun opens NexHealth, finds patients with an open diabetes education referral who have not yet scheduled or attended a DSMES session, and posts a care coordinator worklist to Slack so the team can follow up and close each loop before the referral expires.
How can I automatically track which patients have an open diabetes education referral that has not been completed?
Every Monday, WebRun opens NexHealth and finds every patient with an open diabetes education referral who has not yet scheduled or attended a DSMES session. It sorts the list by referral age and posts it to the care coordinator Slack channel so the team can follow up with each patient and close the loop before the referral window expires.
- Every open DSMES referral is visible to the care coordinator each Monday
- Overdue referrals (greater than 30 days) are prioritized at the top of the list
- Referrals with a scheduled session are excluded automatically
Built for endocrinology care coordinators · diabetes program managers · specialty practice care teams · chronic disease management teams
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
nexhealth.com/loginin a real browser with your saved login - no setup, no API keys. -
1
NexHealth - identify open diabetes education referrals without a scheduled session
nexhealth.com
WebRun opens NexHealth to identify open diabetes education referrals without a scheduled session. - Open NexHealth and search for patients with a diabetes education or DSMES referral in the past 90 days
- Identify patients who have not yet scheduled or attended a diabetes education session
- Capture patient name, referral date, referring provider, referral program, and preferred contact
- Flag referrals placed more than 30 days ago as overdue for follow-up
- Skip patients who have a future DSMES appointment on the books
Done when Every open diabetes education referral without a scheduled session is listed with patient and referral details.
-
2
Slack - post referral follow-up worklist to care coordinator channel
slack.com
WebRun opens Slack to post referral follow-up worklist to care coordinator channel. - Format the worklist by referral age: overdue (greater than 30 days) first, then recent
- Include patient name, referral date, program, and referring provider for each item
- Post to the care coordinator Slack channel with total open referral count and run date
Done when The care coordinator has the diabetes education referral follow-up list in Slack sorted by urgency.
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 automatically contact patients about their diabetes education referral?
No. WebRun posts an internal worklist to Slack for the care coordinator to action. Any outreach to the patient about their referral is made by your staff, ensuring patient communication is personal and clinically appropriate.
How long does it check back for open referrals?
WebRun looks at referrals placed in the past 90 days by default, balancing meaningful follow-up with avoiding very stale referrals. Referrals older than 90 days without any activity can be flagged separately for provider review.
What if the patient attended education at an outside program not recorded in NexHealth?
If the outside attendance has not been documented in NexHealth, the patient will appear on the worklist. The care coordinator can then confirm attendance, update the record, and remove the patient from future runs.
Related templates
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