Automated Cerbo Referral Partner Report
On the first of every month, WebRun opens Cerbo, tallies the referral source logged for every new patient added last month, checks how many patients from each source have returned for a second visit, and compiles a ranked report in Google Sheets showing which referring providers and partners bring in the most patients who actually stay.
How do I know which referral partners send patients who actually stay?
WebRun tallies every new patient's logged referral source in Cerbo each month, checks how many from each source returned for a second visit within 60 days, and compiles a ranked report in Google Sheets. Practice owners see which referring providers and partners send patients who actually stay, without contacting a single partner or pulling the numbers by hand.
- Practice owners see exactly which partners to nurture, not just guess
- Return visit rate within 60 days is tracked by source, not just referral count
- An unlogged referral source gets flagged instead of disappearing into the tally
Built for functional medicine practice owners · integrative medicine clinics · practice managers · business development staff
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 - tally new patients by referral source
cerbo.com
WebRun opens Cerbo to tally new patients by referral source. - Open Cerbo and pull every new patient added last month along with their logged referral source
- Check each referred patient's visit history for a second visit within 60 days
- Group the tally by referring provider or partner name
Done when Every new patient last month has been tallied under their referral source with return visit status.
-
2
Google Sheets - compile the ranked partner report
google.com
WebRun opens Google Sheets to compile the ranked partner report. - Add this month's tally to the running referral partner report
- Rank referral sources by number of new patients sent and by the percentage who returned
- Keep prior months in the same sheet so a partner's trend over time is visible
Done when The referral partner report is updated and ranked for the month.
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 this contact referral partners directly?
No. It only compiles a ranked report for your own practice from data already in Cerbo. Any outreach or thank you to a referral partner is something your team decides to do, not something WebRun sends on its own.
What counts as a returning patient?
Any referred patient who books and attends a second visit within 60 days of their first. That window can be adjusted to match how your practice defines a retained patient.
What if a patient's referral source was never logged?
That patient is grouped under an unlogged or unknown source in the report, which also flags for your intake team how often the referral source field is being missed.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.