Automated Therap State Audit Readiness Checklist
Every night, WebRun opens Therap, checks every individual and host home provider record for the documents a state audit typically requires, such as a current ISP, complete MAR, closed incident reports, and valid provider certifications, posts the gap list to your compliance channel in Slack, and drafts a chase note in Gmail to whoever owns each missing item.
How do I know if my host home agency is ready for a state audit?
WebRun checks every individual and host home provider record in Therap each night against the documents a state audit typically requires, including a current ISP, complete MAR, closed incident follow-ups, and valid provider certifications. It posts a grouped gap list to Slack and drafts a chase note in Gmail for whoever owns fixing each one.
- Compliance gaps surface the night they appear, not the week of the audit
- Every open item has a named owner and a drafted chase note
- Gaps open longer than 30 days are flagged as priority automatically
Built for host home agencies · compliance and QA leads · shared living program directors · licensing coordinators
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 - check documents against audit requirements
therapservices.net
WebRun opens Therap to check documents against audit requirements. - Open Therap and check every individual's record for a current ISP, complete MAR, and any incident report still missing a closed follow-up
- Check every host home provider's record for a current certification, required training hours, and a valid home safety inspection
- Note who is responsible for each gap found, whether that's the coordinator, the provider, or the behavior specialist
Done when Every individual and provider record has been checked against the standard audit document list.
-
2
Slack - post the compliance gap list
slack.com
WebRun opens Slack to post the compliance gap list. - Post the full compliance gap list to the audit readiness channel, grouped by document type
- Flag any gap open longer than 30 days as a priority
Done when The compliance team has tonight's full gap list in Slack, grouped and prioritized.
-
3
Gmail - draft a chase note for each gap
gmail.com
WebRun opens Gmail to draft a chase note for each gap. - Draft a short chase note for each gap, addressed to whoever owns fixing it
- Save every draft unsent in Gmail. Do not send any chase note automatically
Done when A Gmail draft chasing the fix exists for every open compliance gap.
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 chase notes to staff or providers automatically?
No. Every chase note is saved as a Gmail draft. Your compliance lead reviews and sends it, so no one gets an automated message chasing them down.
What counts as a required document?
The standard set most state I/DD and HCBS audits check: a current ISP, a complete MAR, closed incident report follow-ups, and valid provider certifications and home inspections.
Does it fix the gaps itself?
No. It only finds and reports them. Someone on your team still has to update the ISP, complete the MAR entry, close the incident, or renew the certification directly in Therap.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.