Keep audiology patients on track with timely follow-up reminders
Every morning, WebRun opens CharmHealth, finds audiology patients whose follow-up visit is overdue or coming due, drafts a reminder message for each, logs the list to Google Sheets, and posts a summary to Slack for staff to review and send.
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- Under $0.01 per run
- Cancel anytime
How can I automatically track and remind audiology patients about follow-up visits?
WebRun opens CharmHealth every morning, identifies audiology patients whose follow-up is overdue or due within 7 days, and drafts a reminder for each. The list is logged to Google Sheets and posted to Slack so staff can review and approve every message before any outreach reaches a patient.
- No audiology follow-up slips through the cracks
- Staff review every reminder before it reaches a patient
- Follow-up due list is ready in Slack every morning
Built for ENT clinics · audiology practices · otolaryngology offices · hearing care providers
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
www.charmhealth.comin a real browser with your saved login - no setup, no API keys. -
1
CharmHealth - identify patients due for audiology follow-up
charmhealth.com How to Automate CharmHealth
WebRun opens CharmHealth to identify patients due for audiology follow-up. - Open CharmHealth and filter the patient list to audiology patients with a follow-up date in the past or within the next 7 days
- Capture the patient name, last visit date, follow-up due date, and preferred contact method for each
- Draft a reminder message for each patient but leave it unsent for staff review
- Skip patients who already have a follow-up appointment booked
Done when Every audiology patient due for follow-up has a drafted reminder and is listed with their details.
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2
Google Sheets - log the follow-up list with patient details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the follow-up list with patient details. - Append each patient to the audiology follow-up log with name, due date, and reminder draft
- Mark the status column as Pending Review for new entries
Done when The follow-up log is updated with today's due patients and their reminder drafts.
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3
Slack - notify staff to review and approve reminders
slack.com How to Automate Slack
WebRun opens Slack to notify staff to review and approve reminders. - Post a summary to the clinical Slack channel listing how many patients need follow-up today
- Include a link to the Google Sheets log for staff to review and approve each reminder before sending
Done when Staff have been alerted in Slack and can access the log to approve outreach.
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 patients automatically?
No. WebRun drafts each reminder and queues it for staff review. No message is sent to any patient until a staff member approves it, keeping protected health information fully under your control.
How does it know which patients need a follow-up?
It reads each patient's follow-up due date in CharmHealth each morning and skips anyone who already has an upcoming appointment booked, so only genuinely overdue patients appear on the list.
What if a patient prefers not to be contacted?
Staff review every reminder before it goes out, giving your team the chance to remove any patient who has opted out or requested no contact.
Related templates
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