Automated EngagedMD Financial Consult Follow-Up
Every Monday, WebRun opens EngagedMD, finds patients who finished the financial learning module but have no consult booked, drafts a follow-up email for each one, and posts the draft queue to the billing team's Slack channel for review and sending.
How do I automatically follow up with fertility patients who finished financial education but haven't booked a consult?
WebRun checks EngagedMD every Monday for patients who completed the financial learning module but have no consult booked. It drafts a personalized follow-up email in Gmail for each patient and posts the draft queue to the billing team's Slack channel so a staff member reviews and sends each email before it reaches the patient.
- No patient falls through the gap between financial education and a booked consult
- Billing team reviews a ready-to-send draft queue every Monday
- Patients who already booked are excluded automatically from the follow-up list
Built for fertility clinic billing teams · IVF financial counselors · 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 - find patients who completed financial module with no consult booked
engagedmd.com
WebRun opens EngagedMD to find patients who completed financial module with no consult booked. - Open EngagedMD and navigate to the Learn dashboard
- Filter for patients who completed the financial learning module in the last 14 days
- Cross-check each patient for a booked financial consult appointment
- Capture patient ID, module completion date, and contact details for those with no consult scheduled
Done when Every patient who finished financial education but has no consult is listed.
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2
Gmail - draft a follow-up email for each patient
gmail.com
WebRun opens Gmail to draft a follow-up email for each patient. - Draft a personalized follow-up email for each patient in Gmail
- Include the patient's first name, the next available consult slots, and a clear call to action
- Leave every draft unsent in the Drafts folder for the billing team to review before sending
- Do not send any email automatically
Done when One Gmail draft exists for every patient needing a financial consult follow-up.
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3
Slack - notify billing team of the draft queue for review
slack.com
WebRun opens Slack to notify billing team of the draft queue for review. - Post a Slack message to the billing team channel listing how many drafts are waiting in Gmail
- Include a direct link to the Gmail Drafts folder
- Remind the team that no email goes out until they review and send manually
Done when The billing team is notified in Slack that draft follow-ups are ready for review.
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 email patients without a billing team member reviewing first?
No. Every follow-up is saved as a Gmail draft and never sent automatically. The billing team reviews each one and decides whether to send, edit, or discard it.
How does it know a patient has no consult booked?
It checks the patient's appointment record in EngagedMD against the financial consult status, flagging only those who have completed the module but have no scheduled meeting.
What if a patient already booked their consult after the module?
It re-reads live consult status on each weekly run, so patients who booked since last Monday are excluded from the new draft queue automatically.
Related templates
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