Dental, Vision & Hearing
Dental, Vision & Hearing automation templates, page 5
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 XLDent Rehab Consult Intake
WebRun watches your inbox for new full-mouth rehabilitation consult requests, starts a patient chart in XLDent with the referral details, and posts the team a triage note so no complex case sits unassigned.
Panda Perio Automated Referral Triage
WebRun reads inbound referrals from your inbox, opens a matching record in Panda Perio, captures the referring dentist, reason, and urgency, and posts your front desk a triaged worklist so no perio referral sits unread.
Automated Sleep Referral Intake
WebRun reads new physician referrals for oral appliance therapy from your inbox, logs each one in DentalWriter and a tracking sheet, and drafts a referral acknowledgement to the physician office for your team to review and send.
TDO Software Automated Waitlist Slot Filling
When a cancellation opens a slot, WebRun finds the best-matched waitlist patient in TDO Software and prepares a draft outreach message for your coordinator to review and send.
TDO Software Automated Staff Credential Expiry Tracking
Every Monday, WebRun checks your staff credential records and posts your office manager a Google Sheets tracker and a Slack digest of licenses, CPR certs, and DEA registrations expiring in the next 90 days.
TDO Software Automated Google Review Request Drafts
Every evening, WebRun finds patients who completed treatment today in TDO Software and prepares a draft review-request SMS so your team can send it at the right moment.
TDO Software Automated Referral Tracking
Every morning, WebRun opens TDO Software, finds new and completed referrals, and sends your front desk a ready-to-review report so no referring doctor goes unthanked.
TDO Software Automated Recall Reminders
Every morning, WebRun checks TDO Software for patients with upcoming recall dates and prepares a batch of draft reminder messages for your team to review and send.
TDO Software Automated Prior Auth Expiry Tracking
Every morning, WebRun checks TDO Software for prior authorizations expiring in the next 30 days and posts your billing team a worklist so renewals are filed before a patient's treatment is delayed.
TDO Software Automated Patient Balance Chaser
Every Monday, WebRun opens TDO Software, finds overdue patient balances, and prepares draft payment reminder messages for your billing team to review and send before aging worsens.
TDO Software Automated No-Show Recovery
Each afternoon, WebRun checks TDO Software for no-shows and same-day cancellations, drafts reactivation messages for each patient, and alerts your coordinator to fill the gap.
TDO Software Automated New Patient Intake Chaser
Every morning, WebRun checks TDO Software for new patients scheduled in the next 48 hours who have not yet completed their intake forms and prepares a gentle chase draft for your coordinator.
TDO Software Automated Claim Denial Worklist
Every Monday, WebRun checks TDO Software for denied eClaims, groups them by denial reason, and posts your billing team a prioritized worklist so appeals are filed before the timely-filing window closes.
TDO Software Automated Care Gap Outreach Drafts
Every Monday, WebRun finds patients in TDO Software who had a root canal started but never returned to complete treatment, and prepares draft outreach messages for your coordinator to review.
TDO Software Automated Appointment Confirmation Drafts
Each evening, WebRun pulls tomorrow's schedule from TDO Software and prepares a confirmation message draft for each patient so your team can review and send first thing in the morning.
Automated Dental Lab Slow-Moving Inventory Report
Every Monday, WebRun scans Evident for materials that have not been consumed in the past 30 days, calculates their value, and posts a slow-moving inventory report to Google Sheets and Slack so your purchasing team can adjust par levels or return stock.
Automated Pathology Results Routing for Oral Surgery
WebRun checks DSN Software each morning for newly received pathology or imaging results, matches each to the treating surgeon, posts an internal routing alert in Slack, and logs the result in Google Sheets for audit trail.
Automated Dental Lab Quote Follow-Up Drafts
Every Monday, WebRun finds quotes sent to dentist practices that have not been accepted or declined within seven days, drafts a polite follow-up email for each in Gmail, and posts the open-quote list to Slack so your sales team can review and send before the week begins.
Automated Dental Referral Tracking for Oral Surgery
WebRun checks DSN Software each week for open referrals from dentists, logs their status in Google Sheets, and sends the referring dentist coordinator a Slack summary so no referral falls through the cracks.
Automated Dental Lab Proof of Delivery Chasing
Every morning, WebRun finds cases in Evident marked as delivered but with no proof-of-delivery confirmation, checks for any acknowledgment in Gmail, and posts a chase list to Slack so your dispatch team can follow up before invoicing is delayed.
Automated Oral Surgery Recall Reminders
WebRun checks DSN Software every week for patients whose post-op or recall follow-up is coming due, drafts reminder messages for your front desk to review, and logs each outreach to a Google Sheet.
Automated Dental Lab Fee Schedule Notification Rollout
When you update your lab fee schedule, WebRun reads the new prices from Evident, drafts a notification email for each active doctor account, and posts a confirmation log to Google Sheets so you have a full audit trail of who was notified.
Automated Oral Surgery Provider Utilization Digest
WebRun pulls procedure counts and chair time from DSN Software every Monday, builds a provider utilization digest in Google Sheets, and posts a summary to the practice manager in Slack.
Automated Dental Lab Invoice Collection Reminders
Every Monday, WebRun opens Evident, finds invoices past due, drafts a polite reminder email for each doctor account, and posts a collections worklist to Slack for your billing team to review before anything is sent.
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