Healthcare & Medical
Healthcare & Medical automation templates, page 16
897 ready-made workflows for Healthcare & Medical. 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 Pediatric Referral Status Tracking
WebRun checks Office Practicum each morning for open specialist referrals, logs their status in a Google Sheet, and posts a Slack digest to your care coordinator listing referrals that are overdue for a follow-up.
Automated Nephrology Referral Tracking
WebRun checks Acumen daily for inbound nephrology referrals without a scheduled appointment, logs stalled referrals to Google Sheets, and posts an action list to Slack so none fall through the cracks.
Automated Clinical Trial Results Routing
When new lab or visit results are recorded in RealTime-CTMS, WebRun checks for out-of-range values, routes critical findings to the PI via Slack, and creates a review task for the coordinator, all without exposing PHI externally.
Automated ASC Post-Visit Review Request Drafts
After a patient visit is marked complete in HST Pathways, WebRun drafts a review request message for staff to approve before sending, so your center collects more patient feedback without anyone having to remember to ask.
Automated Telehealth Referral Tracking
WebRun logs inbound referrals from your email into Google Sheets, checks whether each referred patient has booked a Doxy.me visit, and posts a weekly referral status digest to Slack.
Automated Pediatric Immunization Recall Reminders
WebRun checks Office Practicum daily for patients whose well-child visit or immunization is coming due, drafts personalized reminder messages for each family, and queues them in a Google Sheet for your care coordinator to review.
Automated Nephrology Recall Reminders
WebRun scans Acumen for nephrology patients whose recall or lab recheck is due, drafts reminder messages for staff approval, and logs every outreach attempt in Google Sheets.
Automated Provider Credentialing Onboarding Kickoff
When a new provider is added to Modio Health, WebRun builds their onboarding checklist, drafts a welcome email with document instructions, and schedules a kickoff event in Google Calendar for your credentialing coordinator.
Automated Clinical Trial Referral Tracking
WebRun checks RealTime-CTMS daily for newly added referrals from physician offices, registries, and recruitment vendors, logs each in a unified tracking sheet, and alerts the recruitment team in Slack when a referral goes cold after 5 days without contact.
Automated ASC Surgical Referral Tracking
WebRun monitors incoming referrals in HST Pathways, logs each one to a referral tracker in Google Sheets, and posts a weekly status digest to Slack so no referred patient falls through before their case is scheduled.
Automated Telehealth Recall Reminders
WebRun finds patients whose recall or follow-up care is overdue, drafts reminder messages via Twilio SMS for staff approval, and logs each outreach attempt in Google Sheets.
Automated Pediatric Provider Utilization Digest
Every Monday, WebRun pulls the prior week's appointment data from Office Practicum, calculates utilization rates per provider, and posts a clean summary digest to your practice manager in Slack.
Automated Nephrology Provider Utilization Digest
Every Monday, WebRun pulls provider schedule and visit data from Acumen and posts a utilization summary per nephrologist to Slack, so practice leaders can spot under-booked providers before the week begins.
CAQH Re-Attestation and Credentialing Rollover Tracking
WebRun monitors CAQH ProView re-attestation windows and Modio Health credentialing cycle rollovers, drafts reminder emails for providers approaching their 120-day attestation deadline, and posts your team a Telegram summary of who needs to act.
Automated Clinical Trial Visit Window Reminders
WebRun checks RealTime-CTMS daily for subjects whose protocol visit window closes within the next 5 days and posts a prioritized alert list to Slack so coordinators can act before the deadline.
Automated ASC Post-Op Recall Reminders
WebRun checks HST Pathways for patients whose post-operative recall or follow-up appointment is coming due, drafts reminder messages for your team to review, and logs outreach activity to a tracking sheet.
Automated Telehealth Provider Utilization Digest
Every Monday, WebRun tallies completed, cancelled, and no-show visits per provider in Doxy.me, calculates utilization rates, and posts a digest to Slack so leadership can spot under- or over-booked providers.
Automated Prior Authorization Expiry Tracking
WebRun checks Office Practicum every morning for prior authorizations expiring in the next 30 days, logs each one in a Google Sheet worklist, and alerts your billing team in Slack so nothing lapses unnoticed.
Automated Nephrology Prior Auth Expiry Tracking
WebRun reviews Acumen for prior authorizations expiring in the next 30 days, logs each to a Google Sheets tracker, and posts urgent expiries to Slack so staff can renew before claims are denied.
Automated Credentialing Exception and Anomaly Detection
WebRun audits Modio Health daily for provider record anomalies like missing NPI, expired malpractice insurance, or mismatched license states, and posts a flagged exception list to Slack for your team to resolve.
Automated Clinical Research Staff Utilization Digest
Every Monday, WebRun pulls staff visit and task assignment data from RealTime-CTMS and compiles a utilization digest in Google Sheets, showing who is overloaded and who has capacity, so site leadership can rebalance assignments before burnout hits.
Automated ASC Prior Authorization Expiry Tracking
WebRun scans HST Pathways for surgical cases with prior authorizations expiring in the next 14 days, flags each one in a Google Sheet, and posts a daily alert to Slack so your team can renew before the case is denied.
Automated Telehealth Prior Auth Expiry Tracking
WebRun scans your prior authorization log in Google Sheets each morning, flags any auth expiring in the next 14 days, and posts a worklist to Slack so your billing team can act before visits are denied.
Automated Patient Balance Collection Reminders
WebRun finds overdue patient balances in Office Practicum each week, drafts a polite payment reminder for each family, and queues the drafts in Gmail for your billing coordinator to review before sending.
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