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Automated CharmHealth ENT Care Gap Report

Every Monday, WebRun opens CharmHealth, reviews active patients against recommended care intervals such as annual audiology exams, allergy follow-ups, and post-surgery checks, compiles a care gap report in Google Sheets, and posts a Slack digest to your care coordination team so they can prioritize outreach for the week.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 CharmHealth identify active patients overdue for recommended ENT care
2 Google Sheets compile and categorize the weekly care gap report
3 Slack deliver the care gap digest to care coordination
In short

How can I automatically identify ENT patients with care gaps and prioritize outreach?

WebRun reviews CharmHealth every Monday against your configured care interval rules, identifies active ENT patients overdue for recommended visits or tests, and compiles a categorized care gap report in Google Sheets. A Slack digest alerts your care coordination team to the week's highest-priority gaps so they can plan outreach before patients fall further behind on care.

  • Care gaps are surfaced weekly before they affect patient outcomes
  • Care coordination starts each Monday with a prioritized outreach list
  • High-priority overdue patients are highlighted automatically

Built for ENT care coordinators · otolaryngology quality teams · ENT practice managers · ENT clinical staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.charmhealth.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    CharmHealth - identify active patients overdue for recommended ENT care
    charmhealth.com
    WebRun in CharmHealth: identify active patients overdue for recommended ENT care
    WebRun opens CharmHealth to identify active patients overdue for recommended ENT care.
    • Open CharmHealth and review active patient records against configured care interval rules
    • Identify patients overdue for annual audiology exams, allergy immunotherapy check-ins, post-surgical follow-ups, or other recurring visits
    • Capture the patient name, last relevant visit date, care gap type, and days overdue
    • Skip patients who already have a relevant appointment booked within the recommended window

    Done when All active patients with an identified care gap are listed with gap type and days overdue.

  3. 2
    Google Sheets - compile and categorize the weekly care gap report
    google.com
    WebRun in Google Sheets: compile and categorize the weekly care gap report
    WebRun opens Google Sheets to compile and categorize the weekly care gap report.
    • Append new care gaps to the weekly care gap report in Google Sheets
    • Categorize each gap by type such as Audiology, Allergy, Post-Surgical, or General ENT
    • Sort by days overdue within each category so the most delayed patients appear first

    Done when The care gap report is compiled and organized by category and urgency in Google Sheets.

  4. 3
    Slack - deliver the care gap digest to care coordination
    slack.com
    WebRun in Slack: deliver the care gap digest to care coordination
    WebRun opens Slack to deliver the care gap digest to care coordination.
    • Post a Monday morning digest to the care coordination Slack channel with the total number of care gaps by category
    • Highlight the top 10 most overdue patients across all categories
    • Include a link to the full Google Sheets report and note that patient outreach must be reviewed by staff before sending

    Done when Care coordination has the weekly care gap digest in Slack and can plan outreach for the week.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.charmhealth.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Care gap report · Slack
OutputWhat each run produces - A weekly Google Sheets care gap report categorized by visit type and sorted by days overdue, with a Monday Slack digest listing the highest-priority cases.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact patients about their care gaps automatically?

No. WebRun compiles the care gap report and delivers it to your team in Slack. All patient outreach is initiated and reviewed by staff, because patient-facing messages about overdue care may contain health information that requires clinical judgment before it is sent.

How does it know what the recommended care intervals are?

You configure the care interval rules, for example annual audiology exams, 6-month allergy follow-ups, and 3-month post-surgical checks, and WebRun applies those rules to each patient's last relevant visit date in CharmHealth.

Can it track care gaps across different ENT subspecialties?

Yes. You can set up separate care gap rules for audiology, allergy, sinus surgery, and general ENT, and the report will categorize each gap accordingly so care coordinators can prioritize by specialty.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.