Automated GI Referral Intake and Offers
Every few hours, WebRun opens EndoManager, reads new referral orders, checks each for the procedure, indication, and insurance needed to schedule, finds matching open slots on Google Calendar, and drafts an appointment offer text in Twilio for the scheduler to review and send to the patient.
How do I automatically turn GI referrals into scheduled appointment offers?
WebRun turns inbound referrals into ready offers every few hours. It reads new referral orders in EndoManager, checks each for the details needed to schedule, finds matching open slots on Google Calendar, and drafts an appointment offer text in Twilio. Every offer is left unsent for the scheduler to confirm the slot and send, so a person books every case.
- New referrals are turned into scheduled-ready offers within hours, not days
- Referrals missing information are flagged before they stall in a queue
- A person confirms every booking, so no slot or patient message goes out unreviewed
Built for endoscopy centers · GI schedulers · patient access teams · gastroenterology practices
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
newcura.comin a real browser with your saved login - no setup, no API keys. -
1
EndoManager - read new referral orders
newcura.com
WebRun opens EndoManager to read new referrals. - Open EndoManager and read new referral orders received since the last run
- For each referral capture the requested procedure, indication, referring provider, and patient contact and insurance
- Flag any referral missing a required field, such as a diagnosis code or a face sheet, so intake can request it
Done when Every new referral is read and either ready to schedule or flagged as missing information.
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2
Google Calendar - find matching open slots
calendar.google.com
WebRun finds matching open slots on Google Calendar. - Open the procedure schedule on Google Calendar
- Find open slots that match the referral's procedure type, provider, and any prep or anesthesia requirement
- Hold two or three candidate slots per referral for the scheduler to offer, without booking anything
Done when Each ready referral has matching candidate slots identified on the calendar.
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3
Twilio - draft the appointment offer text
twilio.com
WebRun drafts the appointment offer in Twilio, unsent. - Draft an appointment offer text for each patient listing the candidate slots and what to expect
- Keep the message plain and include only the details the patient needs to choose a time
- Queue every text in Twilio but leave it unsent for the scheduler to review, confirm the slot, and send
Done when An appointment offer text is drafted and queued, unsent, for every ready referral.
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 book appointments or text patients on its own?
No. WebRun holds candidate slots and drafts the offer text, but the scheduler confirms the booking and sends the message. No slot is reserved and no patient is contacted without a person approving it.
What happens when a referral is missing information?
It is flagged rather than scheduled. WebRun notes exactly which field is missing, such as a diagnosis code or a face sheet, so intake can request it from the referring office before an offer goes out.
How does it pick which slots to offer?
It matches the referral's procedure type, provider, and any prep or anesthesia requirement against open time on Google Calendar, then holds two or three candidate slots so the scheduler has options to offer the patient.
Related templates
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