TDO Software Automated New Patient Intake Chaser
Every morning, WebRun opens TDO Software, checks the intake status via InfoGrabber for every new patient scheduled in the next 48 hours, drafts a gentle reminder SMS for any who have not yet completed their forms, and posts your coordinator a Slack list of outstanding intake records so nothing arrives late on the day of the visit.
How do I automatically chase incomplete new patient intake forms before an endodontic appointment?
WebRun checks TDO Software each morning for new patients scheduled in the next 48 hours whose InfoGrabber intake records are not yet complete. It drafts a personalized SMS reminder with the portal link via Twilio and alerts your coordinator in Slack. No message is sent until a staff member reviews and approves the batch.
- Incomplete intake forms caught up to 48 hours before the appointment
- Coordinator starts each day knowing exactly which new patients need follow-up
- Patients who completed forms since last run are skipped automatically
Built for endodontic coordinators · endodontists · dental specialty front desk teams · endodontic practice 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 - check intake status for upcoming new patients
tdo4endo.com
WebRun opens TDO Software to check intake status for upcoming new patients. - Open TDO Software and pull all new patient appointments scheduled in the next 48 hours
- Check each patient's InfoGrabber status to see if medical history and intake forms are complete
- Identify patients whose intake record is still incomplete or not started
- Capture patient name, appointment time, and what sections of intake are still outstanding
Done when All new patients in the next 48 hours are checked and incomplete intake records are identified.
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2
Twilio - draft intake chase SMS for incomplete records
twilio.com
WebRun opens Twilio to draft intake chase SMS for incomplete records. - Draft a short, friendly SMS reminder for each patient with an incomplete intake form
- Include the InfoGrabber patient portal link and a brief note on which sections are still needed
- Save each draft in Twilio without sending, for coordinator review and approval
Done when A draft chase SMS exists in Twilio for every new patient with an incomplete intake record, awaiting coordinator approval.
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3
Slack - alert coordinator with outstanding intake list
slack.com
WebRun opens Slack to alert coordinator with outstanding intake list. - Post a morning intake status list to the coordinator's Slack channel
- List each patient with incomplete intake, their appointment time, and a note that a chase draft is ready in Twilio
- Flag any patient whose appointment is within 24 hours as high priority
Done when Coordinator has a Slack list of outstanding intake records with urgency flags and draft status.
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 message new patients without coordinator approval?
No. Every intake chase SMS is drafted and held in Twilio as an unsent message. Your coordinator reviews the list each morning and approves which messages to send before any patient is contacted.
Does it include the intake form link in the message?
Yes. Each draft includes the TDO InfoGrabber patient portal link so the patient can complete the form online without a phone call. The draft also notes which sections are still outstanding.
What if a patient completed their forms after the last run?
WebRun reads the live InfoGrabber status in TDO Software each morning. Any patient who completed their intake since the previous run is removed from the list automatically.
Related templates
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