Automated WellSky Hospice Documentation Completion Chaser
Every morning, WebRun opens WellSky, identifies visit notes, initial assessments, and care summaries that are overdue or flagged as incomplete by clinicians, logs each gap with patient identifier, document type, due date, and assigned clinician to Google Sheets, and posts a count and link to the clinical Slack channel.
How do I automatically identify and track incomplete hospice clinical documentation?
WebRun scans WellSky every morning for visit notes, assessments, and care summaries that are overdue or incomplete, logs each gap with the document type, due date, and assigned clinician to a Google Sheet, and posts a count and sheet link to the clinical Slack channel. Gaps are surfaced daily before billing cycles close, so nothing falls through.
- Every documentation gap surfaced daily before billing cycles lock
- Items overdue by more than 48 hours highlighted in the tracker for urgent action
- PHI kept out of Slack; patient identifiers and counts used in the alert
Built for hospice clinical directors · hospice care coordinators · hospice administrators · hospice billing teams
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 - identify overdue or incomplete clinical documents
wellsky.com
WebRun opens WellSky to identify overdue or incomplete clinical documents. - Open WellSky and navigate to the Documentation or Tasks section
- Filter for visit notes, assessments, and care summaries with an overdue or incomplete status
- Capture the patient identifier, document type, due date, and assigned clinician for each open item
- Sort by days overdue, with the oldest items first
Done when Every overdue or incomplete documentation item is listed with type, due date, and assigned clinician.
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2
Google Sheets - log documentation gaps with clinician and due date
google.com
WebRun opens Google Sheets to log documentation gaps with clinician and due date. - Append each open documentation item as a new row in the Documentation Completion tracker sheet
- Record patient identifier, document type, due date, days overdue, and assigned clinician
- Highlight rows overdue by more than 48 hours in red
Done when All open documentation gaps are logged in Google Sheets with aging and clinician assignment.
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3
Slack - alert clinical team to open documentation tasks
slack.com
WebRun opens Slack to alert clinical team to open documentation tasks. - Post a summary to the clinical Slack channel: total open items, count overdue by more than 48 hours, and a link to the Google Sheet
- Do not include patient names or PHI in the Slack message
Done when The clinical team has a Slack alert with the documentation gap count and a link to the tracker.
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 send reminders directly to clinicians by text or email?
No. WebRun posts only an internal Slack summary and logs details to Google Sheets. Individual clinician reminders must be sent by the supervisor or care coordinator after reviewing the tracker.
What types of documents does it track?
WebRun checks for overdue or incomplete visit notes, initial assessments, comprehensive assessments, and care summaries as recorded in the WellSky documentation module.
What if a document was completed but not yet saved in WellSky?
WebRun reads the live document status from WellSky each morning, so any documentation saved after the daily run will be excluded from the next morning's gap list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.