Automated Cascade Testing Outreach
Every morning, WebRun opens Progeny Clinical, finds patients with a newly confirmed pathogenic or likely pathogenic result, drafts a family letter in DocuSign listing which relatives are at risk and why, and drafts a Gmail follow up inviting the patient to a call about sharing it, never contacting a relative on its own.
How do I make sure at risk relatives are offered cascade testing after a positive result?
WebRun checks Progeny Clinical every morning for patients with a newly confirmed pathogenic result, pulls their pedigree to identify at risk relatives, and drafts a DocuSign family letter plus a Gmail follow up for the counselor. Nothing is sent to a relative directly. The counselor reviews both drafts first, so cascade testing conversations start faster without skipping patient consent.
- Every newly positive result gets a drafted family letter the same morning
- No relative is ever contacted without the patient and counselor involved first
- Families who already discussed cascade testing are skipped automatically
Built for genetic counselors · medical geneticists · cancer genetics clinics · cardiovascular genetics clinics
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
app.progenygenetics.comin a real browser with your saved login - no setup, no API keys. -
1
Progeny Clinical - find newly confirmed pathogenic results
progenygenetics.com
WebRun opens Progeny Clinical to find newly confirmed pathogenic results. - Open Progeny Clinical and list patients whose result changed to pathogenic or likely pathogenic since the last check
- Pull the pedigree to identify first and second degree relatives who would be considered at risk
- Note whether a cascade testing conversation has already happened for this family
Done when Every newly positive patient is listed with their at risk relatives from the pedigree.
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2
DocuSign - draft the family letter
docusign.com
WebRun opens DocuSign to draft the family letter. - Draft a family letter envelope explaining the result and which relatives should consider testing
- Pre fill the patient's name and the specific gene, leaving the relative's details blank for the counselor to add
- Leave the envelope unsent. It is never sent to anyone until a counselor reviews and directs it
Done when A drafted, unsent family letter envelope exists in DocuSign for every newly positive patient.
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3
Gmail - draft the patient follow up
gmail.com
WebRun opens Gmail to draft the patient follow up. - Draft a short message to the patient inviting them to a call about sharing the result with relatives
- Reference the family letter as something the counselor will walk them through, not something already sent
- Leave every message in Drafts for the counselor to review and send
Done when A drafted follow up message exists in Gmail for every newly positive 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
Does it contact at risk relatives directly?
No. WebRun never contacts a relative. It only drafts a family letter for the patient to share and a follow up for the counselor, both held until a human reviews and sends them.
Who decides which relatives are named in the letter?
The counselor does. WebRun pre fills the patient's name and gene from the pedigree in Progeny Clinical, but leaves relative details blank for the counselor to complete and confirm.
What if the family already had this conversation?
It checks Progeny Clinical for a note that cascade testing was already discussed for that family, and skips drafting a new letter if one is on file.
Related templates
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