Fill your Annual Wellness Visit calendar
Every Monday, WebRun opens CGM APRIMA, finds every homebound patient due for an Annual Wellness Visit in the next 60 days who does not already have one scheduled, drafts a friendly reminder text for each in Twilio that stays unsent until staff approve it, and posts a Slack summary so scheduling knows exactly who to call first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind homebound patients to schedule their Annual Wellness Visit before it expires?
WebRun checks CGM APRIMA every Monday for homebound patients due for an Annual Wellness Visit within 60 days who have nothing scheduled yet. It drafts a friendly reminder text for each in Twilio, held unsent for staff review, and posts a Slack summary ranking who to call first, so eligible patients get scheduled before their window closes.
- Eligible patients get a reminder weeks before their AWV window closes, not after
- No reminder text sends without staff review and approval
- Patients already scheduled are excluded automatically from duplicate drafts
Built for home based primary care practices · scheduling coordinators · Medicare Advantage care teams · house call providers
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.cgm.com/usa_en/products/electronic-health-records/cgm-aprima.htmlin a real browser with your saved login - no setup, no API keys. -
1
CGM APRIMA - find patients due for their AWV
cgm.com How to Automate CGM APRIMA
WebRun opens CGM APRIMA to find patients due for their AWV. - Open CGM APRIMA and check Annual Wellness Visit eligibility for each active homebound patient
- Filter for patients due within the next 60 days who have no AWV already scheduled
- Capture the patient's last AWV date, current eligibility window, and preferred contact number
Done when Every patient due for an AWV in the next 60 days is listed with their eligibility window.
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2
Twilio - draft the patient reminder text
twilio.com How to Automate Twilio
WebRun opens Twilio to draft the patient reminder text. - Draft a short, friendly reminder text to each eligible patient about scheduling their upcoming Annual Wellness Visit
- Include a number for the patient to call to schedule or ask questions
- Leave every text as a draft. Do not send any message to a patient automatically
Done when A draft reminder text is ready for every eligible patient, held for staff review before sending.
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3
Slack - notify staff the drafts are ready
slack.com How to Automate Slack
WebRun opens Slack to notify staff the drafts are ready. - Post a Monday summary to the scheduling Slack channel listing every patient due for an AWV in the next 60 days
- Note how many draft reminder texts are waiting in Twilio for review
- Flag patients whose eligibility window closes soonest
Done when Staff have a Slack summary of this week's AWV opportunities and a count of drafts ready to 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 text patients about their wellness visit without approval?
No. Every reminder text is drafted in Twilio and held for staff to review and send. WebRun never messages a patient on its own, so nothing goes out until a human approves it.
How far ahead does it look for AWV eligibility?
By default it looks 60 days ahead so scheduling has time to fit the visit into a home visit route. That window can be adjusted in your run settings to match your practice's lead time.
What if a patient already has an AWV scheduled?
It checks the live schedule in CGM APRIMA each run, so any patient who already has an Annual Wellness Visit booked is excluded automatically and will not get a duplicate draft.
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