Automated CGM APRIMA Home Safety Checklists
As soon as a provider completes a home safety assessment in CGM APRIMA, WebRun reads every flagged hazard, such as fall risks, missing grab bars, or medication storage issues, creates a checklist card on the Home Safety Trello board for each one with an owner assigned, and posts a Slack alert so follow up starts before the next visit.
How do I track and follow up on home safety hazards flagged during a home visit?
The moment a provider completes a home safety assessment in CGM APRIMA, WebRun reads every flagged hazard and creates a Trello card for each one, assigned to an owner with a due date. It posts a Slack alert linking to the new cards, so fall risks and other hazards get tracked and followed up instead of sitting in a chart note.
- Every flagged hazard becomes a tracked, assigned task instead of a chart note
- The care team knows within minutes when a new safety concern is flagged
- Unresolved hazards stay visible on the board until someone marks them complete
Built for home based primary care providers · care coordinators · home safety assessors · house call medical groups
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 - read the completed safety assessment
cgm.com
WebRun opens CGM APRIMA to read the completed safety assessment. - Open CGM APRIMA and read the newly completed home safety assessment
- Identify every hazard flagged during the visit, such as fall risk, lighting, grab bars, or medication storage
- Capture the patient, the specific hazard, and the provider's recommendation for each
Done when Every flagged hazard from the completed assessment is captured with its recommendation.
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2
Trello - create a follow up card per hazard
trello.com
WebRun opens Trello to create a follow up card per hazard. - Open the Home Safety Follow Up board
- Create a card for each flagged hazard with the patient, hazard, and recommendation in the description
- Assign the card to the care coordinator or the appropriate team member and set a due date
Done when A Trello card exists for every flagged hazard, assigned to an owner with a due date.
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3
Slack - alert the team a checklist is ready
slack.com
WebRun opens Slack to alert the team a checklist is ready. - Post an alert to the care coordination Slack channel naming the patient and how many hazards were flagged
- Link to the new Trello cards
- Flag any hazard marked high priority by the provider, such as an active fall risk
Done when The team has a Slack alert pointing to every new home safety follow up card.
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 order equipment or contact a contractor automatically?
No. WebRun only creates a tracked Trello card with the hazard and the provider's recommendation. Ordering equipment, scheduling a repair, or contacting a vendor stays a task for the assigned team member to complete.
How does it decide who a card is assigned to?
It assigns each card to your practice's designated care coordinator by default. You can set different owners for specific hazard types, such as routing medication storage issues to a pharmacist.
What happens to a hazard that isn't fixed by the next visit?
The Trello card stays open on the board until someone marks it complete, so an unresolved hazard remains visible instead of disappearing after the initial alert.
Related templates
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