Automated Clinisys Missing Order Info Alerts
Every hour, WebRun opens Clinisys, finds new orders missing a diagnosis code, insurance detail, or specimen source, drafts a request for the missing piece addressed to the ordering clinic for your team to review, and logs every incomplete order to a Google Sheet worklist.
How do I catch incomplete lab orders before they stall in processing?
WebRun checks Clinisys every hour for new orders missing a diagnosis code, insurance detail, or specimen source, then drafts a specific request to the ordering clinic and leaves it unsent in Gmail for your team to review. Every incomplete order is also logged to a Google Sheet worklist, so no incomplete order stalls unnoticed.
- Incomplete orders get caught before they stall in processing
- Every request to a clinic goes out only after your team reviews it
- Orders fixed by the clinic clear the worklist automatically
Built for hospital outreach lab client services · lab billing coordinators · clinical laboratory managers
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.clinisys.comin a real browser with your saved login - no setup, no API keys. -
1
Clinisys - find orders with missing information
clinisys.com
WebRun opens Clinisys to find orders with missing information. - Open Clinisys and filter new orders from the last hour
- Check each order for a diagnosis code, insurance detail, ordering provider NPI, and specimen source
- Keep only orders missing at least one required field
Done when Every incomplete order from this run is listed with exactly what's missing.
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2
Gmail - draft a request for the missing piece
gmail.com
WebRun opens Gmail to draft a request for the missing piece. - Draft a short, specific request naming the missing field for each incomplete order
- Address it to the ordering clinic's usual contact and leave it unsent in Drafts for your team to review
- Never send the request on its own. A person always reviews it first
Done when Every incomplete order has a drafted request waiting for review.
-
3
Google Sheets - track every flagged order
google.com
WebRun opens Google Sheets to track every flagged order. - Log the order number, patient identifier, missing field, and clinic into the worklist
- Mark a row resolved once Clinisys shows the field has been filled in
- Keep a running count of how long each order has sat incomplete
Done when Every flagged order this run has a row in the worklist.
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 email the clinic without anyone checking it first?
No. WebRun only drafts the request for the missing information and leaves it in Gmail Drafts. Nothing goes to the clinic until your team reviews and sends it.
What counts as missing information?
A missing diagnosis code, insurance detail, ordering provider NPI, or specimen source, the fields Clinisys needs to process and bill the order cleanly.
What happens once the clinic sends the missing piece?
WebRun reads the live order in Clinisys each run, so as soon as the field is filled in, the order drops off the worklist automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.