Automatic Pedigree Intake Reminders
Every morning, WebRun opens Progeny Clinical, finds patients with a genetics appointment in the next seven days who have not completed their family history intake, checks the exact visit time in Google Calendar, and drafts a Gmail reminder with the intake link for your front desk to send.
How do I get every patient to finish their family history intake before their genetics appointment?
WebRun checks Progeny Clinical every morning for genetics appointments missing a completed family history intake, confirms the exact visit time in Google Calendar, and drafts a personalized Gmail reminder with the intake link for front desk staff to send. This keeps pedigree data complete before every visit, so counselors never start a consult without a full family history.
- No counselor starts a visit with an incomplete family history
- Front desk staff get a ready to send reminder draft every morning
- Patients who already finished their intake are skipped automatically
Built for genetic counselors · medical geneticists · genetics clinic front desk staff · genetics practice managers
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 patients missing an intake
progenygenetics.com
WebRun opens Progeny Clinical to find patients missing an intake. - Open Progeny Clinical and list genetics appointments scheduled in the next 7 days
- Check each patient record for a completed three generation pedigree and family history intake
- Flag every patient whose intake is missing, partial, or never started
Done when Every upcoming appointment with an incomplete intake is listed with the patient name and visit type.
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2
Google Calendar - confirm each visit date
calendar.google.com
WebRun opens Google Calendar to confirm each visit date. - Open Google Calendar and confirm the exact date and time of each flagged patient's appointment
- Note whether the visit is a new patient consult or a follow up, since the reminder wording differs
- Drop any appointment already canceled or rescheduled since the last check
Done when Each flagged patient has a confirmed, current appointment date and visit type.
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3
Gmail - draft the reminder email
gmail.com
WebRun opens Gmail to draft the reminder email. - Draft a reminder email for each patient with the intake link and their appointment date
- Mention how long the intake takes and why a complete family history matters for their visit
- Leave every email in Drafts for front desk staff to review and send. Never email a patient directly without approval
Done when A ready to send reminder draft exists in Gmail for every patient with an incomplete intake.
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 reminder emails without anyone checking them first?
No. WebRun only drafts the reminder in Gmail. Front desk staff review and send each one, so no patient is emailed without a human checking it first.
How does it know an intake is still incomplete?
It reads the live pedigree and family history status on each patient's record in Progeny Clinical every morning, so only genuinely missing or partial intakes get flagged.
What if a patient already finished their intake at home?
It checks the current record in Progeny Clinical each run, so any intake completed before the reminder goes out is dropped automatically.
Related templates
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