Dental, Vision & Hearing
Dental, Vision & Hearing automation templates, page 8
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 Audiology Insurance Eligibility Prep
Every morning, WebRun checks tomorrow's audiology schedule in Sycle, verifies insurance eligibility for each patient, logs the results in a Google Sheet, and posts a summary to Slack for the front desk team.
Automated Hearing Aid Fitting Follow-Up
After a hearing aid fitting is logged in Blueprint OMS, WebRun drafts a follow-up message to check on comfort and performance, and queues it for staff review before sending.
Automated Audiology Daily Schedule Digest
Every morning before the clinic opens, WebRun pulls today's audiology schedule from Sycle, summarizes each appointment with patient notes and device details, and posts the digest to Slack for the clinical team.
Automated Hearing Aid Clean-and-Check Recall
Every week, WebRun finds patients in CounselEAR whose hearing aid is overdue for a clean-and-check appointment, drafts a recall message for each, and queues the drafts for staff review before sending.
Automated Hearing Aid Battery Reorder Reminders
Every month, WebRun finds patients in Sycle whose battery or supply purchase is due for reorder, drafts a personalized reminder for each, and queues the drafts for staff review before sending.
Automated Audiology Annual Recall Reminders
Every morning, WebRun finds patients in Sycle who are overdue for their annual hearing evaluation, drafts a personalized recall message for each, and queues them for staff review before sending.
Automated Optometry Recall Gap Worklist
Every week, WebRun scans your patient database for patients past their recall date with no upcoming appointment booked, and delivers a prioritized worklist to your team.
Automated Optometry Google Review Requests
Every evening, WebRun finds patients who completed their appointment today, drafts a personalized Google review request for each, and queues them for staff approval before anything is sent.
Automated Optometry Patient Balance Reminders
Every week, WebRun finds patients with balances past due, drafts a polite balance reminder for each, and queues them for your billing team to review before anything is sent.
Automated Optometry No-Show Rebook Outreach
Every afternoon, WebRun finds patients who did not show for their appointment today, drafts a friendly rebook outreach for each, and queues the messages for staff review before sending.
Automated New Patient Intake Form Delivery
When a new patient appointment is booked, WebRun drafts a welcome message with intake and insurance form links and queues it for staff approval before anything is sent.
Automated Optometry Insurance Eligibility Check
Every evening, WebRun checks tomorrow's schedule, runs eligibility verification for each patient's vision and medical insurance, and delivers a prep sheet to your team before the day starts.
Automated Eyewear Ready for Pickup Notices
WebRun checks your optical orders, finds frames and lenses marked ready, drafts a pickup notice for each patient, and queues them for review before anything is sent.
Automated Optical Frame Inventory Reorder
WebRun checks your optical frame inventory, finds styles below the par level you set, drafts purchase orders to the relevant frame reps, and queues them for your optical manager to review.
Automated Optometry Morning Huddle Digest
Every morning, WebRun pulls today's schedule, flags schedule gaps and key patient notes, and posts a concise huddle digest to Slack so your team starts the day aligned.
Automated Contact Lens Reorder Reminders
WebRun tracks contact lens supply based on prescription details, drafts a reorder reminder for patients likely running low, and queues the messages for your staff to approve.
Automated Optometry Claim Rejection Worklist
Every morning, WebRun pulls rejected insurance claims from your practice management system, categorizes them by rejection reason, and delivers a prioritized worklist to your billing team.
Automated Optometry Annual Exam Recall
WebRun finds patients whose annual exam is overdue, drafts a personalized recall message for each, and queues them for your review before anything is sent.
Automated Dentrix Treatment Follow-Ups
WebRun opens Dentrix each morning, runs the Treatment Manager for accepted treatment that was never scheduled, drafts a warm follow-up to each patient, and leaves them in Gmail for the front desk to review before sending.
Automated Dental Unbilled Procedure Check
WebRun opens Dentrix at the end of each day, runs the Procedures Not Attached to Insurance report, lists the completed treatment with no claim, and posts the billing team a Slack worklist before the day closes.
Automated Dental Referral Thank-Yous
WebRun opens Dentrix each week, finds completed cases that came from a referring dentist, drafts a warm thank-you to each referrer, and leaves them in Gmail for the office manager to review before sending.
Automated Dental Production Scoreboard
WebRun opens Dental Intelligence each evening, reads each provider's production against goal for the day, logs it in Google Sheets, and posts the team a Slack scoreboard so everyone sees where the day landed.
Automated Dental Perio Recall
WebRun opens Open Dental each morning, runs the Recall List for periodontal maintenance patients who are due or overdue, drafts a caring reminder for each, and leaves them in Gmail for the front desk to review before sending.
Automated Dental Balance Reminders
WebRun opens Open Dental every Monday, runs the Aging of Accounts Receivable report for past-due patient balances, drafts a polite statement reminder for each, and leaves them in Gmail for the front desk to review before sending.
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