Dental, Vision & Hearing
Dental, Vision & Hearing automation templates, page 3
199 ready-made workflows for Dental, Vision & Hearing. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Google Sheets and Gmail.
Automated Lab Account AR Digest
WebRun pulls past-due account invoices from QuickBooks each Monday, cross-references recent job volume in Ocuco Innovations, drafts a polite reminder per account, and posts your finance team a prioritized AR digest in Slack.
Automated Dental Chair Utilization Digest
Each morning, WebRun opens Denticon, measures how full each office's schedule is for the days ahead, logs open chair time to a Google Sheet, and posts a utilization digest to Microsoft Teams.
Automated Sealant and Fluoride Recall
WebRun finds children overdue for sealants or fluoride in Oryx Dental, builds a target list in Google Sheets, and drafts an educational recall campaign in Mailchimp for your team to approve.
Automated Medical History Update Requests
WebRun finds patients with an upcoming visit whose medical history is stale, drafts a friendly request for each to update their health forms, and leaves every message unsent for your front desk to review and send.
Panda Perio Automated Pocket Depth Alerts
WebRun compares each maintenance patient's latest perio charting against their prior visit in Panda Perio, spots sites where pocket depths have deepened, and posts the clinician an internal watch list so worsening disease gets caught early.
Automated DMEPOS Enrollment Reminders
WebRun watches your DMEPOS Medicare enrollment, accreditation, and surety bond dates, puts each renewal on a calendar, and drafts an internal reminder so your DME billing privileges never lapse before a revalidation.
Automated Team Vision Benchmark Summary
WebRun reads a team's Sports Vision EyeQ results in RightEye, compares each athlete to peer benchmarks, builds a cohort scoreboard in Google Sheets, and posts the highlights to Slack for your coaching staff.
Automated Vision Therapy Progress Summaries
Ahead of each scheduled progress visit, WebRun pulls the patient's tracked results from Sanet Vision Integrator, builds a plain summary of the gains in a Google Sheet, and drafts a briefing note for the treating optometrist to review.
Auditdata Automated Warranty Expiry Alerts
Every week, WebRun reviews dispensed devices in Auditdata Manage, finds hearing aids whose manufacturer warranty is about to lapse, logs them, and posts your team an internal Slack digest so no coverage window is missed.
Automated Lab Shipment Tracking Notices
WebRun matches finished jobs in Ocuco Innovations to their ShipStation shipments, then drafts a shipped notification with tracking for each eyecare account for your team to approve and send.
Automated Unscheduled Treatment Portfolio
Each week, WebRun opens Denticon, totals the diagnosed but unscheduled treatment value at every office, logs it to a Google Sheet, and posts a portfolio view to Microsoft Teams ranking where the opportunity is.
Automated Medicaid Eligibility Verification
WebRun reads the upcoming pediatric schedule in Oryx Dental, checks each child's Medicaid coverage, logs the result in Google Sheets, and posts your team a heads-up in Slack about any lapse.
Automated Implant Restoration Phase Digest
WebRun reviews your implant restoration cases in XLDent each morning, works out which are ready for the next phase, logs them to a phase board, and posts the team a Microsoft Teams digest so healing, impression, and delivery handoffs never stall.
Panda Perio Automated Surgery Confirmations
WebRun reads tomorrow's periodontal surgery schedule in Panda Perio, drafts a confirmation text and a pre-op instruction email for each patient, and leaves both for staff to approve so every surgical case shows up prepared.
Automated E0486 Unbilled Claim Sweep
WebRun sweeps DentalWriter for delivered oral appliances with no E0486 medical claim, logs the gap in a sheet, and drafts each cross-coded claim for your biller to review and submit.
Automated Reassessment Reminder Drafts
WebRun finds athletes whose last Sports Vision EyeQ assessment is due for a repeat, tracks them in a Google Sheet, and drafts a friendly reminder email in Gmail for your team to review before sending.
Automated Home Vision Therapy Follow-Up
Every week, WebRun checks who was assigned home vision therapy activities in Sanet Vision Integrator, logs their reported practice in a Google Sheet, and drafts a gentle check in text for families who have fallen behind.
Auditdata Automated Hearing Recheck Recalls
Every morning, WebRun finds patients overdue for their yearly hearing recheck in Auditdata Manage, drafts a personal recall text for each, and logs the recall list so staff approve every message before it sends.
Automated Lab Surfacing Bottleneck Alerts
WebRun checks the surfacing queue in Ocuco Innovations each hour, compares wait times and job counts against your targets, and alerts your lab leads in Microsoft Teams the moment a stage starts to back up.
Automated Provider Credential Expiry Tracking
Each week, WebRun reads provider credentials and license dates across every office in Denticon, logs what is expiring to a Google Sheet, and drafts a reminder to your credentialing coordinator for approval.
Automated Guardian Appointment Reminders
WebRun reads tomorrow's pediatric schedule in Oryx Dental, drafts a personal reminder text and email for each child's guardian, and queues them in Twilio and Gmail for your front desk to send.
Automated Seat Appointment Confirmations
WebRun finds patients with a final restoration due to seat in the next few days, drafts a confirmation text and an email for each, and leaves both unsent so your front desk can confirm the visit with one review.
Panda Perio Automated Maintenance Reactivation
WebRun finds periodontal maintenance patients overdue for their 90 day recare in Panda Perio, logs the lapsed list to Google Sheets, and drafts a warm reactivation text for staff to approve so gum health does not backslide.
Automated Medical Necessity Packets
WebRun pulls each patient's SOAP narrative and supporting records from DentalWriter, assembles a medical-necessity packet in Google Drive, and drafts the payer submission email for your team to review and send.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.