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Automated CGM APRIMA Visit No-Show Follow-Ups

As soon as a provider marks a home visit as a no-show in CGM APRIMA, WebRun captures the patient, visit type, and any reason logged, drafts a friendly check in text in Twilio that stays unsent until staff review it, and posts a Slack alert to the scheduler so rescheduling starts the same day instead of at the next batch review.

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Runs on WebRun · Strict Lockdown policy
Runs immediately when a visit is marked a no-show WebRunorchestrates each step
1 CGM APRIMA read the new no-show
2 Twilio draft a patient check in text
3 Slack alert the scheduler now
In short

How do I follow up quickly when a homebound patient misses a scheduled home visit?

The moment CGM APRIMA marks a home visit as a no-show, WebRun captures the patient and checks their no-show history, then drafts a friendly check in text in Twilio held for staff review and posts an immediate Slack alert to the scheduler. Repeat no-shows are flagged for a welfare check call, so a missed visit gets same day follow up.

  • Same day rescheduling starts within minutes of a visit being marked a no-show
  • Repeat no-shows are flagged for a welfare check instead of just another text
  • No check in message reaches a patient without staff review and approval

Built for home based primary care schedulers · care coordinators · house call providers · home based primary care practices

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.cgm.com/usa_en/products/electronic-health-records/cgm-aprima.html in a real browser with your saved login - no setup, no API keys.

  2. 1
    CGM APRIMA - read the new no-show
    cgm.com
    WebRun in CGM APRIMA: read the new no-show
    WebRun opens CGM APRIMA to read the new no-show.
    • Open CGM APRIMA and check for a visit just marked as a no-show
    • Capture the patient, visit type, assigned provider, and any reason noted by the provider
    • Check whether this is the patient's first no-show in the past 90 days or a repeat

    Done when The new no-show is captured with its patient, visit type, and repeat status.

  3. 2
    Twilio - draft a patient check in text
    twilio.com
    WebRun in Twilio: draft a patient check in text
    WebRun opens Twilio to draft a patient check in text.
    • Draft a friendly check in text to the patient asking if they are okay and offering to reschedule
    • Include a number to call back
    • Leave the text as a draft. Do not send any message to the patient automatically

    Done when A draft check in text is ready for staff to review and send.

  4. 3
    Slack - alert the scheduler now
    slack.com
    WebRun in Slack: alert the scheduler now
    WebRun opens Slack to alert the scheduler now.
    • Post an alert to the scheduling Slack channel naming the patient, provider, and whether this is a repeat no-show
    • Flag repeat no-shows for a welfare check call rather than just a text
    • Ask the scheduler to find the next available slot

    Done when The scheduler has a Slack alert with the no-show details and a flag if it's a repeat.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.cgm.com/usa_en/products/electronic-health-records/cgm-aprima.html
ScheduleRuns automatically on this cadence
Runs immediately when a visit is marked a no-show
DeliveryHow each run's result reaches you
No-show alert · Slack
OutputWhat each run produces - An immediate Slack alert naming the patient and no-show history, plus a draft check in text in Twilio held for staff review before sending.
Alert + draft
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it text the patient without staff reviewing it first?

No. Every check in text is drafted in Twilio and held for staff to review and send. WebRun never messages a patient directly, so a human always decides what goes out and when.

How does it treat a repeat no-show differently?

It checks the patient's no-show history over the past 90 days. A repeat no-show is flagged for a welfare check phone call instead of just a text, since a missed home visit for a homebound patient can signal a bigger problem.

What if the patient calls in ahead of time to cancel?

A visit that is properly canceled or rescheduled in CGM APRIMA before the visit time is not marked a no-show, so it never triggers this alert.

Keep going

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CGM APRIMA›DocuSign›Slack
Automated CGM APRIMA Wellness Visit Reminders
Every Monday, WebRun checks CGM APRIMA for patients due for their Annual Wellness Visit in the next 60 days, drafts a friendly reminder text in Twilio for staff to review, and posts a Slack summary of who to schedule first.
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Automated CGM APRIMA Caregiver Update Drafts
Every Monday, WebRun reads each patient's visit notes from the past week in CGM APRIMA, drafts a plain language update for the family caregiver on file, and saves every draft in Gmail for a provider to review before sending.
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