Automated Home Care Weekly Census Report
Every Monday morning, WebRun opens WellSky, counts all currently active clients, breaks the census down by service type, payer mix, and geographic territory, writes a detailed report to a Google Sheet, and posts a concise summary digest to the leadership Slack channel.
How do I generate a weekly active-client census report for my home care agency?
Every Monday, WebRun pulls the active client census from WellSky, breaks it down by service type, payer mix, and geography, appends the data to a running Google Sheet with trend history, and posts a concise leadership summary to Slack before the planning meeting. No individual client data is shared externally.
- Leadership starts every Monday with an accurate active census before planning meetings
- Payer mix and service line trends are visible week over week in one Google Sheet
- No manual census counting or spreadsheet building on Monday mornings
Built for home care agency owners · home health leadership · operations managers · revenue cycle managers
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
login.wellsky.comin a real browser with your saved login - no setup, no API keys. -
1
WellSky - pull active client census
wellsky.com
WebRun opens WellSky to pull active client census. - Open WellSky and navigate to the active client list
- Count all currently active clients across all service lines
- Break down by service type (personal care, skilled nursing, therapy, companion, etc.)
- Break down by payer mix (Medicaid, Medicare Advantage, private pay, long-term care insurance)
- Break down by geographic territory or branch if applicable
- Note any clients admitted or discharged in the past 7 days
Done when A full active census count with service, payer, and geography breakdown is ready.
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2
Google Sheets - write detailed census report
google.com
WebRun opens Google Sheets to write detailed census report. - Open the weekly census Google Sheet
- Add a new row for this week's date with total active clients and all breakdowns
- Update the running trend charts with the new data
- Highlight any category where census changed by more than 10 percent week over week
Done when This week's census is recorded in the Google Sheet with trend data updated.
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3
Slack - post weekly census summary to leadership
slack.com
WebRun opens Slack to post weekly census summary to leadership. - Post a concise census summary to the leadership Slack channel
- Include total active clients, week-over-week change, and the top-line payer and service breakdown
- Flag any significant changes from the prior week
- Include a link to the full Google Sheet for detail
Done when Leadership has the weekly census summary in Slack before Monday's planning meeting.
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
Does it share individual client data in the Slack message?
No. The Slack summary contains only aggregate counts: total active clients, payer mix percentages, and service type breakdowns. No individual client names or protected health information is posted to Slack.
What counts as an active client?
It counts clients whose status in WellSky is marked active at the time of the Monday run. Clients on hold, discharged, or pending are counted separately so leadership sees the full picture.
Can it track census trends over time?
Yes. Each Monday's data is appended to the same Google Sheet, building a running trend history. The sheet highlights any category that changed by more than 10 percent week over week so leadership can spot shifts quickly.
Related templates
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