Automated Therap Health Recall Reminders for IDD
Every Monday, WebRun opens Therap, checks health records for individuals with overdue or upcoming health recalls, logs each to a Google Sheets tracker sorted by overdue status, and drafts an appointment request message for the care team to review and send to the provider.
How do I automatically track and schedule health recalls for IDD service recipients?
WebRun opens Therap every Monday, checks health records for individuals with overdue or upcoming health recalls such as annual physicals, dental exams, and lab work, logs each to a Google Sheets tracker sorted by urgency, and drafts appointment request messages for the care team to review and approve before any outreach is sent.
- Overdue health recalls identified and prioritized every Monday without manual chart review
- Care teams start the week with ready-to-send appointment request drafts
- No preventive care appointment missed due to a scheduling oversight
Built for IDD care coordinators · group home nurses · health services coordinators · case managers
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.therapservices.netin a real browser with your saved login - no setup, no API keys. -
1
Therap - check health records for overdue and upcoming recalls
therapservices.net
WebRun opens Therap to check health records for overdue and upcoming recalls. - Open Therap and navigate to the health tracking or individual health records section
- Filter for individuals with an annual physical, dental exam, lab panel, or specialty recall due within the next 60 days or already overdue
- Capture the individual identifier, recall type, due date, and primary care provider for each record
Done when All individuals with an overdue or upcoming health recall are listed with recall type, due date, and provider.
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2
Google Sheets - log recalls sorted by overdue status
google.com
WebRun opens Google Sheets to log recalls sorted by overdue status. - Open the Health Recall Tracker sheet
- Add or update one row per recall with individual identifier, recall type, due date, days overdue, and status
- Sort rows with the most overdue records at the top
Done when The health recall tracker is current with all overdue and upcoming recalls sorted by urgency.
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3
Gmail - draft appointment request for care team review
gmail.com
WebRun opens Gmail to draft appointment request for care team review. - Draft an appointment request email to the care coordinator for each overdue or upcoming recall
- Include the recall type, due date, and provider name without including protected health information in the subject line
- Leave all drafts unsent for care team review and approval - never send directly to a provider or family automatically
Done when One Gmail draft per recall is ready for care team review and sending.
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 contact providers or families to schedule appointments without my approval?
No. WebRun only drafts the appointment request messages for the care team to review and send. No outreach to providers, families, or guardians is sent automatically.
Which health recall types does it track?
It tracks all health recall types recorded in Therap's health records module, including annual physicals, dental exams, vision screenings, lab panels, and specialist follow-ups. The recall type is captured and shown in each tracker row.
What if an appointment was already scheduled by staff and updated in Therap?
It reads the current recall status from Therap on each Monday run. If the recall date was updated or the appointment was documented in Therap before the run, that individual will not appear in the tracker.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.