TDO Software Automated Appointment Confirmation Drafts
Each evening, WebRun opens TDO Software, pulls the next day's full appointment schedule, drafts a confirmation email for each patient via Mailchimp with their appointment time and any pre-visit instructions, and posts a ready-to-send summary to Slack so your front desk can approve and release the batch first thing in the morning.
How do I automatically draft appointment confirmations from TDO Software?
WebRun pulls tomorrow's appointment schedule from TDO Software each evening, drafts a personalized confirmation email for every unconfirmed patient via Mailchimp, and alerts your front desk in Slack with the batch ready to review. Patients with premed requirements are flagged, and no email is sent until staff approve the batch.
- Confirmation drafts ready for every unconfirmed patient by end of day
- Premed patients flagged in Slack before the batch goes out
- Staff review every message before it reaches a patient
Built for endodontists · endodontic front desk coordinators · dental specialty practices · endodontic office 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
wwww.tdo4endo.comin a real browser with your saved login - no setup, no API keys. -
1
TDO Software - pull tomorrow's appointment schedule
tdo4endo.com
WebRun opens TDO Software to pull tomorrow's appointment schedule. - Open TDO Software and navigate to the scheduler for tomorrow's date
- List all confirmed appointments with patient name, appointment time, operatory, and procedure type
- Check each patient's record for any premed alert or special pre-visit instruction
- Skip patients who already confirmed via COMMS+ or by phone today
Done when Every unconfirmed appointment for tomorrow is listed with procedure type and any special instructions.
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2
Mailchimp - draft confirmation email for each patient
mailchimp.com
WebRun opens Mailchimp to draft confirmation email for each patient. - Draft a confirmation email for each patient using their name, appointment time, and procedure
- Include any premed requirement or pre-visit instruction in the body of the email
- Save each email as a draft in Mailchimp, not yet sent, for front-desk review
Done when A confirmation email draft exists in Mailchimp for every unconfirmed patient, awaiting front-desk approval.
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3
Slack - notify front desk with batch ready for review
slack.com
WebRun opens Slack to notify front desk with batch ready for review. - Post an evening summary to the front-desk Slack channel listing how many confirmation drafts are ready
- Note any patients with premed alerts so they are reviewed first
- Include a reminder to approve and send the batch before the office opens tomorrow
Done when Front desk has an evening Slack alert with the draft count and any high-priority flags.
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 confirmation emails to patients without our approval?
No. Every confirmation is saved as a draft in Mailchimp. Your front desk reviews the batch each morning and chooses when to release it. Nothing reaches a patient until a team member approves.
What happens if a patient already confirmed by phone or through COMMS+?
WebRun checks the TDO Software record for each patient before creating a draft and skips anyone who is already marked as confirmed, so you never send a duplicate.
Can we include premed instructions in the confirmation?
Yes. WebRun reads the premed alert field in TDO Software and adds the appropriate pre-visit instruction to each patient's draft. Patients with premed requirements are also flagged in the Slack summary for priority review.
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