Dental, Vision & Hearing
Dental, Vision & Hearing automation templates, page 6
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 Prior Auth Expiry Tracking for Oral Surgery
WebRun scans DSN Software every week for prior authorizations expiring within 30 days, builds a renewal worklist in Google Sheets, and alerts the billing team in Slack before any auth lapses.
Automated Dental Lab Case Hold and Remake Alerts
WebRun scans Evident each morning for cases on hold or flagged for remake, groups them by reason, and posts an exception report to Slack so your production manager can clear the queue before due dates are missed.
Automated Patient Balance Collection for Oral Surgery
WebRun pulls outstanding patient balances from DSN Software each week, drafts a courteous balance-due message for each patient, and hands it to your front desk for review before anything is sent.
Automated Dental Lab New Account Onboarding
When a new doctor account is created in Evident, WebRun drafts a welcome email, creates an onboarding checklist in Google Sheets, and pings the account manager in Slack so no new dentist falls through the cracks.
Automated Oral Surgery No-Show Recovery
WebRun checks DSN Software each morning for patients who missed yesterday's oral surgery appointment, drafts a re-booking message for your front desk, and posts a recovery list to Slack.
Automatic Dental Lab Material Reorder Alerts
WebRun scans your Evident inventory each morning, flags any alloy, resin, or consumable below its reorder point, and posts a replenishment list to Slack so your purchasing team can act before a case is held.
Automated New Patient Intake Chaser for Oral Surgery
WebRun checks DSN Software every morning for new oral surgery patients with incomplete intake forms scheduled in the next 72 hours, drafts a completion reminder for staff to review, and posts a worklist to Slack.
Automated Dental Lab FEFO Lot Expiry Alerts
Every morning, WebRun scans Evident for alloy and resin lots expiring within 60 days, sorts them by first-expiry-first-out order, and posts a use-first list to Slack so your lab technicians pull the right lot every time and nothing expires unused.
Automated Oral Surgery Eligibility Verification
WebRun checks DSN Software each morning for surgical appointments two days out, builds an eligibility verification worklist in Google Sheets, and posts a Slack alert so billing staff never walk into a procedure without confirming coverage.
Automated Dental Lab Delivery Route Planning
Every morning, WebRun reads the day's outbound cases from Evident, groups them by delivery zone, checks the driver route plan, and posts a confirmed route sheet to Slack so every case ships to the right practice on time.
Automated Oral Surgery Claim Denial Worklist
WebRun pulls denied claims from DSN Software every morning, groups them by denial reason, and builds a prioritized appeal worklist in Google Sheets for your billing team.
Automated Dental Lab Customer Reorder Reminders
Every Monday, WebRun scans Evident for active doctor accounts that have sent no cases in the past 30 days, drafts a friendly re-engagement email for each in Gmail, and posts the at-risk account list to Slack so your sales team can review drafts before any message goes out.
Automated Oral Surgery Care Gap Outreach Drafts
WebRun scans DSN Software each week for patients with a recommended follow-up procedure that is overdue, drafts a care-gap outreach message for each, and queues them for clinician review before any patient is contacted.
Automated Dental Lab Credit Hold Account Worklist
Every morning, WebRun reads Evident for doctor accounts on credit hold, checks their outstanding balance in QuickBooks, and posts a worklist to Slack so your billing team knows which cases to pause and which accounts to call before the day's production begins.
Automated Oral Surgery Appointment Confirmation Drafts
WebRun checks DSN Software each evening for surgical appointments the next day, drafts a personalized confirmation message for each patient, and queues them for front-desk review before anything is sent.
Automated Dental Lab Backorder Status Digest
WebRun checks your supplier portals and Evident each morning, collects the latest status on every backordered material, and posts a concise digest to your Slack lab channel so no one has to chase suppliers manually.
Nextech Automated Referral Loop Closure Tracking
WebRun tracks incoming referrals in Nextech, identifies patients who were seen but whose referring provider has not yet received a consult report, and flags the open loops so your care coordinators can close them.
Nextech Automated Provider Utilization Report
Every Monday, WebRun pulls the prior week's scheduling and appointment data from Nextech and posts a provider utilization report to Slack so practice leadership can make smarter scheduling decisions.
Nextech Automated Prior Authorization Tracking
Every morning, WebRun scans Nextech for pending and expiring prior authorizations, flags those needing action, and posts a prioritized worklist to Slack so your billing team never misses a deadline.
Nextech Automated Post-Op Follow-Up Reminders
WebRun checks Nextech for surgical patients whose post-op follow-up appointments are due, drafts reminder messages, and queues them for coordinator review so no patient misses a critical checkup.
Nextech Automated Optical Order Ready Notifications
When Nextech shows an optical order status change to ready, WebRun drafts a pickup notification for the patient and queues it for staff review before any message is sent.
Nextech Automated Ophthalmology No-Show Report
Every evening, WebRun pulls the day's no-show and cancellation data from Nextech and posts a clear summary to Slack so your team can act on open slots first thing tomorrow.
Nextech Automated New Patient Intake Routing
When a new patient appointment is booked in Nextech, WebRun checks the reason for visit, routes the case to the appropriate provider, and posts an intake checklist to Slack so the care team is prepared before the visit.
Nextech Automated Glasses Remake Order Tracking
WebRun monitors Nextech for glasses remake requests, logs each case with reason and lab details to a tracking sheet, and alerts the optical team in Slack so no remake falls through the cracks.
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