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For FQHCs, community health centers & care coordinators

Send recall reminders for patients due for screenings

Every Monday, WebRun opens Azara DRVS, identifies patients due or overdue for screenings and preventive services, logs a prioritized recall list in Google Sheets, and prepares SMS reminder drafts in Twilio for staff to review and approve before any message reaches a patient.

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14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 Azara Healthcare identify patients due for screenings
2 Google Sheets log prioritized recall list
3 Twilio prepare SMS reminder drafts for approval
Run a sample
In short

How can an FQHC automatically prepare recall reminders for patients due for screenings?

WebRun opens Azara DRVS every Monday, identifies patients overdue for screenings and preventive services, and logs a prioritized recall list in Google Sheets. It then queues SMS reminder drafts in Twilio for each patient, held for staff approval before sending, so no recall message goes out without a human review.

  • Overdue-screening patients identified and prioritized weekly without manual chart reviews
  • No patient texted until a staff member has reviewed and approved the message
  • Duplicate outreach blocked automatically for anyone contacted in the past 14 days

Built for FQHCs · community health centers · care coordinators · preventive care teams

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 app.azarahealthcare.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Azara Healthcare - identify patients due for screenings
    azarahealthcare.com How to Automate Azara Healthcare
    WebRun in Azara Healthcare: identify patients due for screenings
    WebRun opens Azara Healthcare to identify patients due for screenings.
    • Open Azara DRVS and run the Recall and Preventive Services report
    • Filter for patients overdue by 7 or more days on diabetes foot exams, cervical cancer screening, colorectal screening, or annual wellness visits
    • Capture patient ID, care-gap type, preferred contact method, and assigned provider

    Done when Every patient due for a recall screening is listed with their gap type and contact preference.

  3. 2
    Google Sheets - log prioritized recall list
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log prioritized recall list
    WebRun opens Google Sheets to log prioritized recall list.
    • Append each patient to the weekly recall tracker with gap type and days overdue
    • Sort the list by days overdue, prioritizing patients furthest past due
    • Flag anyone already contacted in the past 14 days to avoid double outreach

    Done when A sorted, deduplicated recall list is ready for team review in Google Sheets.

  4. 3
    Twilio - prepare SMS reminder drafts for approval
    twilio.com How to Automate Twilio
    WebRun in Twilio: prepare SMS reminder drafts for approval
    WebRun opens Twilio to prepare SMS reminder drafts for approval.
    • Compose an SMS reminder draft for each eligible patient using your approved recall language
    • Queue each message in Twilio in draft or pending state; do not send until a staff member reviews and approves
    • Log the draft status back to the Google Sheet for tracking

    Done when Approved SMS drafts are queued in Twilio for each patient on the recall list.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.azarahealthcare.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Recall list · Google Sheets
OutputWhat each run produces - A prioritized Google Sheet recall list plus Twilio SMS drafts held for staff approval before any message is sent to a patient.
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 text patients without staff approval?

No. Every SMS is queued in Twilio as a draft. A staff member must review and approve each message before it is sent to any patient.

How does it decide which patients to contact first?

It sorts the recall list by days overdue, so patients furthest past their due date appear at the top. Anyone contacted in the past 14 days is automatically skipped.

Which screenings does it track?

It tracks any gap type in Azara DRVS, including diabetes foot exams, cervical cancer screening, colorectal cancer screening, depression screening, and annual wellness visits.

Put this on autopilot.

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