Automated Cerbo Annual Panel Due Reminders
Every Monday, WebRun opens Cerbo, finds every patient whose care plan calls for an annual or recurring functional panel due in the next 30 days, logs the list to a Google Sheet so staff can track outreach, and drafts a scheduling reminder in Gmail for each patient for staff to review and send.
How do I remind patients when their annual functional lab panel is due?
WebRun finds every patient in Cerbo whose care plan calls for an annual functional panel due within 30 days, logs them to a Google Sheets outreach tracker, and drafts a scheduling reminder in Gmail for each one. Staff review and send the drafts every Monday, so a recurring panel like an annual DUTCH or comprehensive workup never quietly falls off schedule.
- No recurring annual panel quietly slips more than 30 days past due
- Staff see one tracked list instead of checking every chart by hand
- Every reminder is reviewed before a single patient sees it
Built for functional medicine practices · integrative medicine clinics · care coordinators · 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
cerbo.comin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - find panels due within 30 days
cerbo.com
WebRun opens Cerbo to find panels due within 30 days. - Open Cerbo and filter care plans that call for a recurring or annual functional panel
- Find every patient whose panel is due within the next 30 days based on their last draw date
- Capture the panel type and the recommended draw window for each
Done when Every patient due for their annual panel within 30 days is listed with the panel type.
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2
Google Sheets - log the due list for tracking
google.com
WebRun opens Google Sheets to log the due list for tracking. - Log each patient and their due panel to a running outreach tracker
- Mark a column for reminder sent once staff confirms the draft went out
- Keep the tracker sorted by how soon the panel is due
Done when The outreach tracker reflects every patient currently due for their annual panel.
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3
Gmail - draft the scheduling reminder
gmail.com
WebRun opens Gmail to draft the scheduling reminder. - Draft a scheduling reminder for each patient naming their specific panel and recommended window
- Leave every email as a draft in Gmail. Do not send any of them
- Flag the batch for a staff member to review and send
Done when A reviewed, ready to send reminder is waiting for every patient due for their panel.
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 patients be reminded automatically without review?
No. Every reminder is left as a draft in Gmail. A staff member reviews it, can adjust the wording or timing, and sends it themselves.
How does it know when a panel is due?
It reads the recurrence set on the patient's care plan in Cerbo and their last draw date, then flags anyone whose recommended window falls within the next 30 days.
What if the patient already scheduled their panel?
Once staff marks the tracker row as scheduled or the visit appears on the calendar in Cerbo, that patient is dropped from the next week's reminder batch.
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