Automated Cerbo New Patient Intake Summary
Within minutes of a new patient submitting their intake form, WebRun opens Cerbo, pulls their health history, current supplements, medications, and any prior labs on file, builds a one page structured summary in Google Sheets, and emails the assigned provider so the first visit starts with full context instead of a blank chart.
How do I prepare a provider with a new patient's history before their first visit?
WebRun pulls a new patient's history, current supplements, medications, and prior labs from Cerbo as soon as their intake form is submitted, builds a one page summary in Google Sheets, and emails the assigned provider internally that it's ready. The first visit starts with full context in minutes instead of a provider reading a raw intake form cold.
- Providers walk into the first visit with history organized in minutes, not cold
- No new patient's supplement or medication history gets missed at intake
- Every past intake summary stays searchable in one running sheet
Built for functional medicine practices · integrative medicine clinics · new patient 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 - pull the new intake responses
cerbo.com
WebRun opens Cerbo to pull the new intake responses. - Open Cerbo and pull the newly submitted intake form
- Capture health history, current supplements and medications, chief complaint, and any prior labs already on file
- Note the assigned provider and the scheduled first visit date
Done when The new intake's full history and current regimen has been pulled from Cerbo.
-
2
Google Sheets - build the one page summary
google.com
WebRun opens Google Sheets to build the one page summary. - Add a new row summarizing the intake into a consistent, one page format
- Organize it under clear headings: history, current supplements, chief complaint, and prior labs
- Keep every prior intake summary in the same running sheet for easy reference
Done when A structured one page summary exists for the new patient.
-
3
Gmail - notify the assigned provider
gmail.com
WebRun opens Gmail to notify the assigned provider. - Email the assigned provider internally that a new intake summary is ready
- Link to the summary and note the scheduled first visit date
- Send this only to the practice's own provider, never externally
Done when The assigned provider has been notified their new patient's summary is ready to 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
Does any of this leave the practice?
No. The summary and notification stay inside your own Google Sheets and Gmail accounts, visible only to your team. Nothing is shared with the patient or any outside party.
What if the patient hasn't had any labs yet?
The summary is built either way. It simply notes that no prior labs are on file, so the provider still walks in with full context on history and current supplements.
Does a provider still need to review the intake themselves?
Yes. The summary is a starting point that organizes what's already in Cerbo. The provider still reviews the full chart at the visit, this just removes the need to piece it together cold.
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