Automated Therap ISP Goal Progress Reports
On the 1st of every month, WebRun opens Therap, reads each individual's ISP goal data and progress notes from host home providers, drafts a plain language progress summary for the case manager in Gmail, and posts your team a Slack note once the month's drafts are ready for review.
How do I automatically draft monthly ISP progress reports from Therap data?
WebRun reads every active individual's ISP goal data and T-log notes in Therap each month, drafts a plain language progress summary addressed to that person's case manager in Gmail, and flags any goal with a data gap. Every draft waits in Gmail for your coordinator to review and send, so no report reaches a case manager unchecked.
- Coordinators review a finished draft instead of writing every report from scratch
- Every active individual gets a progress report the same day each month
- Goals with missing data are flagged before the report ships, not after
Built for host home agencies · shared living coordinators · QIDPs · case managers
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
www.therapservices.netin a real browser with your saved login - no setup, no API keys. -
1
Therap - read ISP goal progress data
therapservices.net
WebRun opens Therap to read ISP goal progress data. - Open Therap and go to each active individual's ISP goal tracking section
- Pull the month's data collection entries, goal mastery percentages, and T-log notes recorded by the host home provider
- Note any goals with no data logged during the month so the coordinator can follow up
Done when Every active individual has a month of goal progress data pulled from Therap.
-
2
Gmail - draft the monthly progress report
gmail.com
WebRun opens Gmail to draft the monthly progress report. - Draft a plain language progress summary for each individual, covering goals worked, progress made, and any goals with a gap in data
- Address the draft to the individual's case manager on file
- Save every draft unsent in Gmail. Do not send any progress report automatically
Done when A Gmail draft with this month's ISP progress summary exists for every active individual.
-
3
Slack - notify the team drafts are ready
slack.com
WebRun opens Slack to notify the team drafts are ready. - Post a note to the program team channel that this month's ISP progress drafts are ready in Gmail
- Flag any individuals with a data gap so the coordinator can follow up with the host home provider
Done when The team knows in Slack that this month's progress drafts are ready for 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 it send ISP progress reports to case managers automatically?
No. Every progress report is saved as a Gmail draft for your coordinator to review, edit, and send. WebRun never emails a case manager on its own.
What happens if a goal has no data logged for the month?
It notes the gap in both the draft and the Slack alert, so the coordinator can follow up with the host home provider instead of the report silently skipping the goal.
Does the report include raw clinical scores?
No. The draft translates goal mastery percentages and T-log notes into plain language a case manager can read in seconds. Full data stays in Therap for the clinical record.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.