Automated eClinicalWorks GI Referral Intake Routing
Every morning, WebRun opens eClinicalWorks, finds new GI referrals received since yesterday, reads the referral reason and urgency, logs each to an Airtable intake tracker, and posts a Slack routing notification to the appropriate provider or care coordinator so the patient is contacted the same day.
How do I automatically route new gastroenterology referrals to the right provider on the day they arrive?
WebRun opens eClinicalWorks every morning and reads all new GI referrals that arrived since the last run. It logs each referral in Airtable with urgency, referral reason, and routing assignment, then posts a Slack notification to the assigned provider or coordinator so every new patient gets an intake contact within the same business day.
- Every new GI referral is routed to the right provider within hours of arrival in eClinicalWorks
- Urgent referrals receive priority Slack notifications so they are never lost in the queue
- Airtable gives leadership a running view of all open referrals and their intake status
Built for GI practice managers · gastroenterology care coordinators · GI referral coordinators · endoscopy center intake teams
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
www.eclinicalworks.com/loginin a real browser with your saved login - no setup, no API keys. -
1
eClinicalWorks - find new incoming GI referrals
eclinicalworks.com
WebRun opens eClinicalWorks to find new incoming GI referrals. - Open eClinicalWorks and navigate to the referral management or incoming referrals section
- Filter for new referrals received since the last run that have not yet been assigned
- Capture patient name, referring provider, referral reason, urgency level, and insurance information
Done when All new, unassigned GI referrals are listed with referral reason, urgency, and payer details.
-
2
Airtable - log and route each referral
airtable.com
WebRun opens Airtable to log and route each referral. - Open the Referral Intake Tracker base
- Add a row for each new referral with urgency, referral reason, referring provider, and assigned GI provider
- Set status to New - Awaiting Contact and note the intake deadline based on urgency
Done when All new referrals are logged in Airtable with routing assignments and intake deadlines.
-
3
Slack - notify the assigned provider or coordinator
slack.com
WebRun opens Slack to notify the assigned provider or coordinator. - Post a routing notification to the clinical Slack channel for each new referral
- @mention the assigned provider or coordinator with the referral reason and urgency
- Include a link to the Airtable row so they can update the intake status after contact
Done when Each assigned provider or coordinator has a Slack notification with their new referral details.
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 it contact the referred patient directly?
No. WebRun routes the referral to the appropriate internal team member via Slack and logs it in Airtable. A staff member or coordinator then makes the patient intake call, ensuring a personal and clinical touch for every new patient.
How does it decide which provider to route a referral to?
Routing rules are configured in Airtable based on referral reason, procedure type, or provider specialty. For example, complex IBD referrals route to your IBD specialist while routine colonoscopy referrals go to the next available provider.
What happens to urgent referrals?
Referrals flagged as urgent in eClinicalWorks are marked as high priority in Airtable and the Slack notification uses an @here or @channel mention to ensure immediate visibility, so urgent patients are never buried in the queue.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.