Automated WellSky Hospice Bereavement Contact Tracking
Every morning, WebRun opens WellSky, identifies families whose bereavement contact milestones fall within the next seven days, drafts a compassionate outreach message for each in Gmail, and leaves every draft for your bereavement coordinator to review, personalize, and send.
How do I automatically track and draft bereavement follow-up contacts for hospice families?
WebRun opens WellSky each morning, identifies families whose 1-month, 3-month, or 13-month bereavement contact is due within seven days, and drafts a compassionate outreach message for each in Gmail. Every draft is left unsent for the bereavement coordinator to review, personalize, and send, so no family goes without a timely follow-up.
- No bereavement contact milestone missed for any family
- Coordinator opens Gmail each morning to a ready-to-review draft queue
- Families who opted out are excluded automatically from every run
Built for hospice bereavement coordinators · hospice social workers · hospice administrators · palliative care teams
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 - identify families due for bereavement contact
wellsky.com
WebRun opens WellSky to identify families due for bereavement contact. - Open WellSky and navigate to the Bereavement module
- Filter for families whose next scheduled contact date falls within the next 7 days
- Capture the family contact name, email, date of death, and which milestone contact is due
Done when Every family due for a bereavement contact this week is identified with their milestone and contact details.
-
2
Gmail - draft outreach messages for coordinator review
gmail.com
WebRun opens Gmail to draft outreach messages for coordinator review. - Draft a compassionate, milestone-appropriate message for each family using the patient name and date of death
- Leave every draft unsent in the Gmail drafts folder with the bereavement coordinator as the sender
- Do not send any message; the coordinator must review, personalize, and send each one manually
Done when One Gmail draft exists for every family due for contact this week, each left unsent for coordinator 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 WebRun send messages to families automatically?
No. Every bereavement message is drafted and left unsent in Gmail. The bereavement coordinator must review, personalize, and send each message manually before it reaches any family member.
Which bereavement milestones does it track?
WebRun tracks the standard 1-month, 3-month, and 13-month contact milestones recorded in WellSky, flagging any family whose next contact date falls within seven days.
What if a family has opted out of bereavement contact?
WebRun reads the contact preferences and opt-out flags recorded in WellSky, so families who have declined bereavement services are excluded from the draft queue.
Related templates
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