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Azara DRVS Automated Referral Tracking Digest

Every Monday, WebRun opens Azara DRVS Referral Management, collects all open referrals where no specialist report or follow-up has been received within 14 days, logs them in a Google Sheet with referral age and specialist details, and sends a care coordinator digest via Telegram so the team can close open loops before the next appointment.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Azara Healthcare collect open referrals with no follow-up
2 Google Sheets log referral chase list
3 Telegram send digest to care coordinators
In short

How can an FQHC automatically track open patient referrals and close the loop each week?

WebRun opens Azara DRVS Referral Management every Monday, collects all referrals with no specialist response after 14 days, and logs them to a Google Sheet sorted by referral age. It then sends a care coordinator digest via Telegram listing open loops from oldest to newest, so no patient referral is forgotten between appointments.

  • Open referrals older than 14 days surfaced automatically every Monday
  • Oldest unanswered referrals prioritized at the top of the care coordinator digest
  • No manual referral log review needed to find dropped loops

Built for FQHCs · community health centers · care coordinators · care management 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 - collect open referrals with no follow-up
    azarahealthcare.com
    WebRun in Azara Healthcare: collect open referrals with no follow-up
    WebRun opens Azara Healthcare to collect open referrals with no follow-up.
    • Open Azara DRVS and navigate to Referral Management
    • Filter for referrals sent more than 14 days ago with no report or response received
    • Capture patient ID, referral date, specialist name, specialty type, and referring provider

    Done when All open referrals with no response after 14 days are listed with specialist details.

  3. 2
    Google Sheets - log referral chase list
    google.com
    WebRun in Google Sheets: log referral chase list
    WebRun opens Google Sheets to log referral chase list.
    • Append each open referral to the weekly referral tracking sheet
    • Calculate the days since the referral was sent and sort from oldest to newest
    • Mark referrals already followed up this week as Chased to prevent duplication

    Done when The referral tracker sheet is updated with all open, unanswered referrals sorted by age.

  4. 3
    Telegram - send digest to care coordinators
    telegram.org
    WebRun in Telegram: send digest to care coordinators
    WebRun opens Telegram to send digest to care coordinators.
    • Send a formatted digest message to the care coordination Telegram group
    • List each open referral with its age, specialty, and specialist name
    • Put referrals older than 30 days at the top as high priority

    Done when Care coordinators have the open-referral chase list in Telegram.

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
Referral chase list · Telegram
OutputWhat each run produces - A Google Sheet referral tracker plus a weekly Telegram digest for care coordinators listing open referrals sorted by days without a response.
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

Does it contact specialists or patients directly?

No. It posts an internal digest to your care coordination Telegram group only. Care coordinators decide who to call and when, keeping all external contact under staff control.

How does it define an open referral?

It flags any referral sent more than 14 days ago with no specialist report, response, or follow-up recorded in Azara DRVS Referral Management. You can adjust the threshold to match your policy.

What if a referral was already followed up this week?

Staff mark those rows as Chased in the Google Sheet. The following Monday those items are excluded from the digest automatically.

Put this on autopilot.

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