Automated Home Visit Reminders
Every morning, WebRun opens WellSky, finds visits scheduled for the next 24 hours, drafts an SMS reminder for each patient or family contact via Twilio, and posts the drafts to Slack for a clinician to review and approve before anything is sent.
How do I automatically send visit reminders to home health patients and families?
WebRun reads your WellSky visit schedule each morning, drafts an SMS reminder for every visit in the next 24 hours via Twilio, and posts all drafts to Slack for coordinator review. No message is sent to a patient or family until a human approves it, protecting patient privacy.
- Families receive timely visit reminders without manual coordinator effort
- No reminder is sent without human approval, protecting patient privacy
- Missing contact numbers are flagged before a visit rather than discovered after
Built for home health schedulers · home care coordinators · visiting nurse agencies · home health agencies
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
wellsky.comin a real browser with your saved login - no setup, no API keys. -
1
WellSky - read scheduled visits
wellsky.com
WebRun opens WellSky to read scheduled visits. - Open WellSky and navigate to the visit schedule
- Find all visits scheduled for the next 24 hours
- Capture the patient name, visit time, clinician name, and family contact number for each
Done when Every upcoming visit has its contact details and appointment time captured.
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2
Twilio - draft reminder texts
twilio.com
WebRun opens Twilio to draft reminder texts. - Draft an SMS reminder for each visit using the patient name, visit time, and clinician name
- Do not send any message. Leave every draft in a review queue for human approval
- Flag any contact number that is missing or malformed for manual correction
Done when All reminder drafts are prepared and held, with no messages sent.
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3
Slack - queue drafts for approval
slack.com
WebRun opens Slack to queue drafts for approval. - Post all pending reminder drafts to the scheduling Slack channel
- List the patient initials, visit time, and draft message text for each
- Ask the coordinator to approve or edit before sending
Done when The team has all reminder drafts visible in Slack and can approve or adjust each one.
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 send texts to patients or families without my approval?
No. Every reminder is drafted and held for human review. WebRun posts the drafts to Slack so a coordinator can approve, edit, or cancel each one before any message is sent to a patient or family contact.
What does each reminder say?
A short, friendly confirmation of the visit date, time, and clinician name. You can provide a template or a tone guide and WebRun will match your agency's communication style exactly.
What happens if a patient's contact number is missing in WellSky?
WebRun flags the missing number in the Slack post so a coordinator can fill it in manually before approving the reminder. No draft is lost, and no message is dropped silently.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.