Automated EngagedMD Document Completeness Audit
Every morning, WebRun opens EngagedMD, audits every active patient against the required document and education checklist for their current treatment stage, logs any gaps to Airtable, and posts a summary to the clinical team's Slack channel so outstanding items can be resolved before the next treatment step.
How do I automatically check whether fertility patients have completed all required documents and education before their next treatment step?
WebRun audits EngagedMD every morning, checking every active patient's consent forms and eLearning modules against what is required for their current treatment stage. It logs each gap to Airtable with the missing item type and days until the next step, then posts a prioritized summary to the clinical team in Slack.
- No treatment step is delayed by a missing form or module
- Clinical team has a prioritized gap list in Slack every morning
- Resolved gaps are cleared automatically from the next day's audit
Built for fertility clinic coordinators · IVF clinical teams · reproductive health 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
app.engagedmd.comin a real browser with your saved login - no setup, no API keys. -
1
EngagedMD - audit patient document and education completeness
engagedmd.com
WebRun opens EngagedMD to audit patient document and education completeness. - Open EngagedMD and navigate to the consent and Learn dashboards
- For each active patient, check which forms and educational modules are required at their current stage
- Identify which required items are still incomplete
- Capture patient ID, treatment stage, missing item type (consent form or Learn module), and days until next step
Done when Every patient with a document or education gap is listed with the specific missing item.
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2
Airtable - log each gap by patient, document type, and treatment stage
airtable.com
WebRun opens Airtable to log each gap by patient, document type, and treatment stage. - Open the document completeness tracker base in Airtable
- Upsert a record for each patient with a gap, including item type, treatment stage, and next step date
- Mark records as resolved when the gap is closed on a subsequent run
Done when Airtable reflects the current gap status for every active patient.
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3
Slack - post daily completeness summary to clinical team
slack.com
WebRun opens Slack to post daily completeness summary to clinical team. - Post a daily summary to the clinical Slack channel showing total patients with gaps
- List the top cases sorted by soonest next-step date
- Include a link to the Airtable base for the full detail view
Done when The clinical team has today's document completeness summary in Slack.
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
Does it contact patients about missing documents?
No. WebRun audits EngagedMD and surfaces gaps to the clinical team in Slack and Airtable. Any patient-facing communication to request a missing document requires a coordinator to send it.
How does it know which documents are required at each stage?
It reads the required checklist for each patient's current treatment stage directly from EngagedMD, which already tracks which forms and modules are mandatory before each step.
Will it flag patients who have everything complete?
No. Only patients with at least one gap appear in the digest. Fully compliant patients are skipped so the list stays focused on actionable cases.
Related templates
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