Automated CharmHealth Allergy Immunotherapy Refill Reminders
Every Monday, WebRun opens CharmHealth, identifies allergy immunotherapy patients whose serum refill is due or who have not attended an injection visit in more than 4 weeks, logs the list to Google Sheets with dosing details, drafts a reminder message for each patient, and posts the queue to Slack for nursing staff to review before any reminder is sent.
How can I automatically track allergy immunotherapy refills and lapsed patients?
WebRun opens CharmHealth every Monday, identifies allergy immunotherapy patients with a serum refill due or an injection visit lapsed more than 4 weeks, logs the list with dosing details to Google Sheets, and posts a Slack alert for nursing staff to review. All reminder messages are queued for human approval before reaching any patient.
- No immunotherapy patient misses a scheduled refill
- Lapsed patients are flagged for clinical review before they drop off treatment
- Nursing staff start each week with a ready-to-act reminder queue
Built for ENT allergy clinics · allergy nursing teams · otolaryngology practices · allergy immunotherapy coordinators
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
www.charmhealth.comin a real browser with your saved login - no setup, no API keys. -
1
CharmHealth - identify patients due for serum refill or overdue for injection
charmhealth.com
WebRun opens CharmHealth to identify patients due for serum refill or overdue for injection. - Open CharmHealth and filter to patients on an active allergy immunotherapy protocol
- Identify patients whose serum refill is due within the next 7 days
- Identify patients who have not had a recorded injection visit in the past 28 days
- Capture the patient name, last injection date, current dose, and refill due date for each
- Draft a reminder message for each patient but do not send it
Done when All patients with a refill due or a lapsed injection schedule are listed with draft reminders.
-
2
Google Sheets - log the refill and lapse list with dosing details
google.com
WebRun opens Google Sheets to log the refill and lapse list with dosing details. - Append each patient to the immunotherapy tracking sheet with their refill status and last visit date
- Flag entries where the patient has lapsed more than 4 weeks in a different color for clinical review
Done when The immunotherapy tracker is updated with this week's refill and lapse list.
-
3
Slack - alert nursing staff to review and approve reminders
slack.com
WebRun opens Slack to alert nursing staff to review and approve reminders. - Post a weekly summary to the allergy nursing Slack channel listing patients needing a reminder or clinical review
- Separate the list into Refill Due and Lapsed sections for easy triage
- Include a link to the Google Sheets tracker and note that all patient messages must be approved before sending
Done when Nursing staff have the weekly immunotherapy list in Slack and can approve reminders.
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 reminder messages to immunotherapy patients on its own?
No. WebRun drafts the reminders and queues them for nursing staff review in Slack. No message is sent to any patient until a staff member approves it, because patient health information must never leave the clinic without human sign-off.
How does it handle patients who have lapsed longer than the safe re-start threshold?
Patients lapsed more than 4 weeks are flagged separately in Google Sheets and in the Slack alert so a nurse or clinician can decide whether to restart at a lower dose rather than continue the usual schedule.
Can it track multiple immunotherapy protocols at once?
Yes. It reads the protocol details in each patient's CharmHealth record, so it can track patients on different dosing schedules and flag each based on their individual refill and visit timeline.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.