Automated Cerbo Protocol Check-In Drafts
Every morning, WebRun opens Cerbo, finds every patient whose protocol based treatment plan has a check-in due today, pulls the specifics of their current protocol, and drafts a personal check-in email in Gmail for the provider to review, edit, and send, so no follow-up point is missed between visits.
How do I follow up with patients on a treatment protocol between visits?
WebRun finds every patient in Cerbo whose protocol based treatment plan has a check-in due today, pulls the specific supplements, dosing, and milestone from their care plan, and drafts a personal check-in email in Gmail. Providers review, personalize, and send each draft themselves, so no scheduled follow-up point between visits gets missed.
- Every scheduled check-in gets a draft ready the same morning it's due
- Drafts reference the patient's actual protocol, not a generic script
- No check-in email reaches a patient without a clinician reading it first
Built for functional medicine providers · integrative medicine practices · health coaches · care plan managers
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 protocol check-ins due today
cerbo.com
WebRun opens Cerbo to find protocol check-ins due today. - Open Cerbo and filter care plans with a protocol check-in scheduled for today
- Capture each patient's current protocol details: supplements, dosing, and the specific milestone being checked
Done when Every patient due for a protocol check-in today is listed with their plan details.
-
2
Gmail - draft the check-in email for review
gmail.com
WebRun opens Gmail to draft the check-in email for review. - Draft a personal check-in email for each patient that references their specific protocol and milestone
- Leave every email as a draft in Gmail. Do not send any of them
- Group the drafts by provider so each clinician reviews only their own patients
Done when A reviewed, ready to send check-in draft is waiting for every patient due today.
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 get an email without their provider reading it first?
No. Every check-in is left as a draft in Gmail for the assigned provider. Nothing is sent until a clinician reviews and sends it themselves.
How specific is the draft to each patient's protocol?
It references the actual supplements, dosing, and milestone from that patient's current Cerbo care plan, not a generic template, so the provider only needs to personalize the tone.
What happens to patients not on a protocol?
They're skipped. Only patients with an active, protocol based care plan and a check-in due today are included.
Related templates
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