Automated Family Update Digests
Every Monday, WebRun opens WellSky, reads the week's completed visit notes for each active patient, drafts a warm, plain-language family update email per patient in Gmail, and posts a Slack reminder to the clinical team to review and send the drafts before they go out.
How do I automatically send weekly family updates for home health patients?
WebRun reads WellSky visit notes every Monday and drafts a plain-language family update email for each active patient. Every draft is held in Gmail for clinician review before it is sent, so families receive a warm, accurate weekly update without adding correspondence work to the clinical team's visit day.
- Families receive a warm weekly update without the clinician writing it from scratch
- No family email is sent without clinician review, protecting patient privacy
- Patients with no visits that week are skipped so families never get a blank message
Built for home health clinicians · care coordinators · home health agencies · patient family liaisons
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
wellsky.comin a real browser with your saved login - no setup, no API keys. -
1
WellSky - read completed visit notes
wellsky.com
WebRun opens WellSky to read completed visit notes. - Open WellSky and navigate to completed visit notes for the past week
- Identify active patients with at least one completed visit in the last seven days
- Capture the visit summary, clinician observations, and any care plan changes for each patient
Done when Visit notes for all active patients from the past week are captured and ready to draft from.
-
2
Gmail - draft family update emails
gmail.com
WebRun opens Gmail to draft family update emails. - Draft a warm, plain-language family update email for each patient based on their visit notes
- Omit protected health information not appropriate for family sharing and flag those sections for clinician review
- Save every email as a Gmail draft. Do not send any email without clinician approval
Done when A Gmail draft exists for every active patient's family contact, held for clinician review.
-
3
Slack - remind clinician to review drafts
slack.com
WebRun opens Slack to remind clinician to review drafts. - Post a weekly reminder to the clinical Slack channel listing how many family update drafts are ready
- Name each patient so the clinician knows which drafts to open and review
- Ask the clinician to approve or edit each draft before sending
Done when Clinicians are notified in Slack that this week's family update drafts are ready for review.
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 email a patient's family without a clinician reviewing the message first?
No. Every family update is saved as a Gmail draft and held until a clinician reviews and sends it. WebRun also flags any section of the draft that may contain protected health information requiring clinical judgment before it goes to a family contact.
How does it decide what to include in a family update?
It draws on completed visit notes from WellSky for the past week, including visit observations, clinician notes, and any care plan changes. Sensitive clinical details that require professional judgment are flagged for clinician review rather than included automatically.
What if a patient had no visits that week?
Patients with no completed visits in the past seven days are skipped automatically. WebRun only drafts updates for patients with actual visit activity, so families never receive a blank or placeholder email.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.