Automated Cerbo Lapsed Patient Recall Drafts
Every Monday, WebRun opens Cerbo, finds every patient with no visit, message, or contact logged in the last 12 months, and drafts a personal recall email in Gmail for each one referencing their last known focus area, so staff have a ready to send list instead of building a recall campaign from scratch.
How do I win back patients who haven't visited my practice in a while?
WebRun finds every patient in Cerbo with no visit or logged contact in the last 12 months and drafts a personal recall email for each one in Gmail, referencing their last known focus area. Staff review, personalize, and send the drafts every Monday, so lapsed patients get a genuine outreach attempt instead of quietly falling off the practice's radar.
- Patients lapsed 12 months or more get a genuine recall attempt, not silence
- Staff review a ready written draft instead of starting from a blank email
- Anyone who already rebooked is dropped from the list automatically
Built for functional medicine practices · integrative medicine clinics · practice managers · patient outreach coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 patients lapsed 12 or more months
cerbo.com
WebRun opens Cerbo to find patients lapsed 12 or more months. - Open Cerbo and filter active patients with no visit or logged contact in the last 12 months
- Capture each patient's last visit date and the focus area or protocol from that final visit
Done when Every patient lapsed 12 or more months is listed with their last visit context.
-
2
Gmail - draft the recall email for review
gmail.com
WebRun opens Gmail to draft the recall email for review. - Draft a personal recall email for each lapsed patient referencing their last known focus area
- Leave every email as a draft in Gmail. Do not send any of them
- Group the drafts by assigned provider for review
Done when A reviewed, ready to send recall draft is waiting for every lapsed patient.
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 this email lapsed patients without anyone checking first?
No. Every recall email is left as a draft in Gmail. A staff member or provider reads it, personalizes it if needed, and sends it. Nothing goes out on its own.
How far back does it look for lapsed patients?
Twelve months by default, checking Cerbo for the last visit, message, or logged contact of any kind. You can adjust that window to fit your practice's recall cadence.
What if a patient already booked a new visit?
It reads live visit and contact history in Cerbo each Monday, so anyone who has already booked or been in touch is left off that week's recall batch.
Related templates
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