Automated Clinisys Client Volume Reports
On the 1st of every month, WebRun opens Clinisys, pulls last month's test volume and revenue for every outreach client, compares it against the prior month, and compiles it all into a Google Sheet so your account team has a ready client by client report without a manual pull.
How do I get a monthly test volume and revenue report by outreach client without a manual pull?
On the 1st of every month, WebRun opens Clinisys, pulls each outreach client's completed test volume and revenue for the prior month, and compares it against the month before. It compiles the results into a Google Sheet with a twelve month history per client, so your account team starts the month with a ready report instead of a manual pull.
- Account teams start the month with a ready client by client report
- Clients sending less than before are flagged next to the gainers
- A running twelve month history catches slow declines early
Built for reference lab account managers · outreach program directors · lab sales and business development 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 - pull last month's volume and revenue by client
clinisys.com
WebRun opens Clinisys to pull last month's volume and revenue by client. - Open Clinisys and pull completed orders for the prior month
- Group the total test volume and revenue by ordering client
- Compare each client's total against the month before
Done when Every outreach client has a volume and revenue total for the month, compared to the prior month.
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2
Google Sheets - compile the client by client report
google.com
WebRun opens Google Sheets to compile the client by client report. - Compile each client's volume, revenue, and month over month change into one report
- Sort so the biggest gainers and decliners are easy to spot at the top
- Keep a running twelve month history for each client
Done when This month's client by client report is ready in the Sheet.
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
Where does the volume and revenue data come from?
Directly from completed orders in Clinisys for the prior month, grouped by ordering client, so the report matches what's actually in your LIS.
Does it flag clients who are sending less than before?
Yes. Each client's total is compared against the month before, and the report is sorted so decliners are easy to spot alongside the gainers.
Can I see a client's trend over time, not just one month?
Yes. The Sheet keeps a running twelve month history per client, so a slow decline shows up even if no single month looks alarming.
Related templates
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