Auditdata Automated Hearing Recheck Recalls
Every morning, WebRun opens Auditdata Manage, finds patients whose last hearing evaluation was 11 or more months ago, drafts a personal recall text for each in Twilio, and logs the recall list in Google Sheets so staff approve every message before any recall goes out.
How do I recall patients who are overdue for their annual hearing check?
WebRun scans Auditdata Manage every morning for patients whose annual hearing recheck is 11 or more months overdue and skips anyone already booked. It drafts a personal recall text in Twilio for each and logs a sorted recall list in Google Sheets, so staff approve every message before it reaches a patient and no one lapses unnoticed.
- Overdue patients get a personal recall instead of being forgotten
- Every recall text is reviewed by staff before it is sent
- Schedules fill with recurring hearing checks that would otherwise lapse
Built for hearing aid clinics · audiology practices · front desk teams · practice owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.auditdata.comin a real browser with your saved login - no setup, no API keys. -
1
Auditdata Manage - find patients overdue for a recheck
auditdata.com
WebRun opens Auditdata Manage to find patients overdue for a recheck. - Open Auditdata Manage and review each patient's last hearing evaluation date
- Find patients whose last recheck was 11 or more months ago
- Skip patients who already have a future appointment booked
- Capture the patient initials, contact number, last visit date, and preferred clinic
Done when Every patient overdue for an annual recheck is listed with their last visit date.
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2
Twilio - draft a recall text
twilio.com
WebRun opens Twilio to draft a recall text. - Draft a warm, personal recall text inviting each patient to book their yearly hearing check
- Include the clinic name and an easy way to book or call
- Queue each message in Twilio but leave it unsent for staff to approve
- Never text a patient automatically. A staff member releases each recall
Done when A recall text is drafted and queued for staff approval for every overdue patient.
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3
Google Sheets - log the recall list
google.com
WebRun opens Google Sheets to log the recall list. - Open the Annual Recall List sheet
- Add a row per patient with initials, last visit date, months overdue, and preferred clinic
- Sort by months overdue so the longest lapsed patients appear first
- Track which recalls staff have reviewed and released
Done when The recall list is current and sorted by how long each patient has been overdue.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it text patients without approval?
No. WebRun drafts each recall text in Twilio and leaves it queued. A staff member reviews and releases every message, so no patient is contacted until a human approves it.
How does it decide who is overdue?
It reads each patient's last hearing evaluation date in Auditdata Manage and flags anyone whose recheck was 11 or more months ago, skipping patients who already have a future appointment booked.
What if a patient already rebooked?
It checks live appointment status in Auditdata Manage each morning, so any patient with a future recheck already on the schedule is left off that day's recall list.
Related templates
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