Automated Clinisys Client Onboarding Checklist
When a new outreach client signs, WebRun opens Clinisys to confirm their account and interface setup, drafts a welcome email covering supply kits, courier scheduling, and requisition forms for your team to review and send, and posts daily onboarding progress to Slack until every step is checked off.
How do I make sure every step of onboarding a new outreach client actually gets done?
When a new outreach client signs, WebRun confirms their account and interface setup in Clinisys, drafts a welcome email covering supply kits, courier scheduling, and requisition forms for your team to review, and posts daily onboarding progress to Slack. Any step still outstanding after 48 hours gets tagged, so a new client's first weeks never slip through the cracks.
- Every onboarding step is tracked daily until it's checked off
- A stalled step gets tagged to its owner instead of going unnoticed
- New clients get a reviewed, personalized welcome instead of a generic one
Built for outreach program managers · reference lab account managers · lab client services 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
www.clinisys.comin a real browser with your saved login - no setup, no API keys. -
1
Clinisys - confirm the new client's account and interface setup
clinisys.com
WebRun opens Clinisys to confirm the new client's account and interface setup. - Open Clinisys and confirm the new client's account, billing, and EMR interface are configured
- Check off supply kit assignment and courier route setup against the standard onboarding checklist
- Flag any step still outstanding after 48 hours
Done when Every checklist item for the new client is marked done or outstanding.
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2
Gmail - draft the welcome and setup email
gmail.com
WebRun opens Gmail to draft the welcome and setup email. - Draft a welcome email covering supply kits, courier pickup schedule, requisition forms, and who to call with questions
- Leave the draft unsent in Gmail for your account manager to personalize and send
- Never send the welcome email automatically. A person always sends the first client contact
Done when The new client has a drafted welcome email ready for review.
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3
Slack - post daily onboarding progress
slack.com
WebRun opens Slack to post daily onboarding progress. - Post the client's onboarding checklist and what's still outstanding to the onboarding channel each day
- Tag the owner of any step outstanding past 48 hours
- Post a final all clear once every step is checked off
Done when The onboarding channel shows daily progress until every step is complete.
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 new client without anyone reviewing it?
No. WebRun drafts the welcome email and leaves it unsent in Gmail. Your account manager personalizes and sends the first message to every new client.
What's on the onboarding checklist?
Account and billing setup, EMR interface configuration, supply kit assignment, courier route scheduling, and requisition forms, the standard steps every new outreach client needs before their first order.
How do I know if a step is falling behind?
Any checklist item still outstanding after 48 hours gets tagged to its owner in the daily Slack post, so a stalled step doesn't wait for someone to notice.
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