Automated WeInfuse New Referral Intake Routing
Each morning, WebRun opens WeInfuse, finds referrals received in the past 24 hours, checks each referral for missing documents or insurance information, and posts a routing digest to Slack with each referral assigned to the appropriate coordinator based on drug type or payer.
How can I automatically route new infusion center referrals to the right coordinator?
Each morning, WebRun scans WeInfuse for new referrals received in the last 24 hours, checks each one for completeness, and posts a Slack routing digest assigning every referral to the right coordinator by drug type or payer. Incomplete referrals are flagged with missing fields so no new patient waits in an unrouted queue.
- Every new referral reaches a named coordinator within hours of receipt
- Incomplete referrals are flagged the same morning so prescriber follow-up starts immediately
- No referral waits in an unrouted queue while coordinators search the system
Built for infusion center coordinators · infusion center administrators · oncology referral teams · rheumatology infusion centers
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
app.weinfuse.comin a real browser with your saved login - no setup, no API keys. -
1
WeInfuse - review new referrals and check completeness
weinfuse.com
WebRun opens WeInfuse to review new referrals and check completeness. - Open WeInfuse and navigate to the referral intake section
- Filter for referrals received in the last 24 hours
- Check each referral for completeness: prescriber information, drug and dose, diagnosis, and insurance details
- Flag any referral missing required fields as incomplete
- Note the drug category and payer for routing assignment
Done when Every new referral is reviewed for completeness and ready for coordinator assignment.
-
2
Slack - post routing digest with coordinator assignments
slack.com
WebRun opens Slack to post routing digest with coordinator assignments. - Post a referral routing digest to the coordinator Slack channel
- Assign each complete referral to the appropriate coordinator based on drug type or payer
- List incomplete referrals with the missing fields so a coordinator can chase the prescriber
Done when Every new referral is routed in Slack with a named coordinator and any completeness gaps noted.
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 the referring provider to request missing documents?
No. WebRun flags which fields are missing and assigns the referral to a coordinator in Slack. All communication with the prescriber or referring office is handled by your clinical team, keeping PHI off external channels.
How does it decide which coordinator to assign?
You configure routing rules in your WebRun run settings, such as assigning oncology drugs to one coordinator and rheumatology drugs to another, or routing specific payers to a dedicated contact. Update the rules any time your team structure changes.
What if a referral arrives after the morning run?
You can add a second run in the afternoon to catch referrals received later in the day. Both runs post to the same Slack channel so coordinators always have a current picture of the queue.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.