Get every patient booked for their post result counseling session
Every morning, WebRun opens Progeny Clinical, finds patients whose result was delivered more than 3 days ago with no post result counseling session on the books, checks the next open slots in Google Calendar, and drafts a Twilio text offering two or three times for staff to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure every patient gets booked for a post result counseling follow up?
WebRun checks Progeny Clinical every morning for patients whose result was delivered days ago with no follow up counseling session booked, finds real open slots in Google Calendar, and drafts a Twilio text offering times for staff to send. This keeps every patient moving toward their follow up conversation instead of falling off the schedule after their result.
- No patient goes without a booked follow up after their result
- Staff offer only real open slots pulled straight from the calendar
- Scheduling texts stay warm and result free until the session itself
Built for genetic counselors · genetics clinic schedulers · medical geneticists · 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 results without a booked follow up
progenygenetics.com How to Automate Progeny Clinical
WebRun opens Progeny Clinical to find results without a booked follow up. - Open Progeny Clinical and list patients whose result was delivered more than 3 days ago
- Check each patient's record for a scheduled post result counseling session
- Flag anyone with a delivered result and no session booked
Done when Every patient needing a post result follow up is listed with their result date.
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2
Google Calendar - find open counseling slots
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to find open counseling slots. - Open the genetic counselor's Google Calendar and find the next 3 available appointment slots
- Match slot length to whether the patient needs a short or extended counseling session
- Hold each slot as a suggestion only, not a confirmed booking
Done when Every flagged patient has 2 to 3 real open slots to offer.
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3
Twilio - draft the scheduling text
twilio.com How to Automate Twilio
WebRun opens Twilio to draft the scheduling text. - Draft a text offering the patient the open times and asking them to confirm one
- Keep the message warm and brief, with no mention of the result itself
- Save every message as a draft and leave it unsent for staff to review
Done when A drafted, unsent scheduling text with real open times exists for every patient needing a follow up.
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 text patients without staff reviewing the message first?
No. Every scheduling text is saved as a draft in Twilio. Staff review and send each one, so no patient is texted unattended.
Does the text mention the result itself?
No. It only offers open counseling times and asks the patient to confirm one. The result is discussed only in the session itself.
How does it pick which slots to offer?
It checks the counselor's real availability in Google Calendar each morning and only offers slots that are genuinely open, so nothing gets double booked.
Related templates
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