Automated Informed Consent Tracking
Every morning, WebRun opens Progeny Clinical, lists test orders scheduled to be sent to the lab within 3 days, checks each patient's informed consent envelope status in DocuSign, and posts a Slack alert for any order where consent is missing, unsigned, or about to expire, so staff can close the gap before the sample ships.
How do I make sure informed consent is always on file before a genetic test ships to the lab?
WebRun checks Progeny Clinical every morning for test orders shipping within 3 days, confirms each patient's informed consent status in DocuSign, and posts a Slack alert for any order with consent missing, unsigned, or expiring. Nothing is sent to a patient automatically. Staff see the gap before the sample ships instead of after the lab rejects it.
- No sample ships to the lab with missing or expired consent
- Staff see consent gaps 3 days before the ship date, not after
- Orders with valid current consent never clutter the alert
Built for genetic counselors · genetics clinic compliance staff · genetics practice managers · medical geneticists
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
app.progenygenetics.comin a real browser with your saved login - no setup, no API keys. -
1
Progeny Clinical - find upcoming test orders
progenygenetics.com
WebRun opens Progeny Clinical to find upcoming test orders. - Open Progeny Clinical and list test orders scheduled to ship to the lab within 3 days
- Note the test type and the consent form required for each
- Match each order to its patient record
Done when Every order shipping within 3 days is listed with its required consent form.
-
2
DocuSign - confirm consent envelope status
docusign.com
WebRun opens DocuSign to confirm consent envelope status. - Check the informed consent envelope status for each flagged order
- Note whether the envelope is completed, sent but unsigned, or never created
- Flag any signed consent that is past its validity window and needs a fresh signature
Done when Every flagged order has a confirmed consent status from DocuSign.
-
3
Slack - alert staff to missing consent
slack.com
WebRun opens Slack to alert staff to missing consent. - Post an alert to the clinical Slack channel listing every order with missing, unsigned, or expiring consent
- Put orders shipping soonest at the top of the list
- Do not create or send any new consent envelope. Staff decide how to follow up
Done when Staff have today's consent gap alert in Slack, ranked by how soon the order ships.
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 send a new consent form to the patient automatically?
No. WebRun only checks status and alerts your team. Staff decide whether to send a new DocuSign envelope or call the patient in for a fresh signature.
How does it know a consent has expired?
It checks each signed envelope's date in DocuSign against your clinic's validity window, so only consents that are genuinely past that window get flagged.
What if consent is already on file and current?
It confirms the live envelope status in DocuSign each morning, so any order with valid, current consent is left off the alert entirely.
Related templates
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