Automated Therap ISP Review Due Date Tracking
Every Monday, WebRun opens Therap, pulls ISP review due dates for all active individuals, posts a prioritized list to the care coordination Slack channel, and drafts Google Calendar holds for upcoming review meetings.
How can I automatically track ISP review due dates for IDD service recipients?
WebRun checks Therap every Monday for Individual Service Plans due for review within 60 days, posts a ranked priority list to the care coordination Slack channel, and drafts Google Calendar holds for each upcoming review so coordinators can confirm timing and invite the full planning team.
- No ISP review deadline is missed due to manual tracking gaps
- Coordinators get a ranked weekly priority list every Monday morning
- Urgent reviews flagged automatically with 14-day warning
Built for IDD care coordinators · case managers · group home supervisors · waiver program 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 - pull ISP review due dates
therapservices.net
WebRun opens Therap to pull ISP review due dates. - Open Therap and navigate to the ISP data section
- Filter individuals whose ISP review date falls within the next 60 days
- Capture individual name, current plan expiry date, assigned coordinator, and funding source
Done when All individuals with an ISP review due in the next 60 days are listed with their details.
-
2
Slack - post prioritized due-date list
slack.com
WebRun opens Slack to post prioritized due-date list. - Post a ranked list to the care coordination channel, sorted by days remaining
- Flag any ISP due within 14 days as urgent with a clear label
- Include the coordinator name and funding source for each entry
Done when Coordinators see this week's ISP due-date list in Slack, sorted by urgency.
-
3
Google Calendar - draft meeting holds for review
calendar.google.com
WebRun opens Google Calendar to draft meeting holds for review. - Draft a calendar event for each ISP review due within 30 days
- Set the draft title to the individual identifier and review type, without protected health information in the title
- Leave all drafts for the coordinator to confirm and invite attendees - do not send invites automatically
Done when One draft calendar hold per upcoming ISP review is ready for coordinator confirmation.
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 calendar invites to families or external stakeholders automatically?
No. WebRun only drafts calendar holds for the coordinator to review. Invites to families, guardians, or external team members are never sent without a staff member approving and sending them.
How far in advance does it flag ISP reviews?
It flags any ISP review due within 60 days and marks those due within 14 days as urgent in the Slack post, so coordinators have enough lead time to schedule the full team.
What if an ISP was recently updated and the date changed in Therap?
It reads the live ISP data in Therap each Monday morning, so any date change made during the week is reflected automatically in the next run.
Related templates
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