Automated PracticeQ New Client Intake Briefing
The moment a new client submits their PracticeQ intake form, WebRun reads their health history, allergies, and current medications, emails the assigned nurse a short briefing ahead of the visit, and posts a heads-up in Slack so front desk knows a first timer is coming in.
How do I brief my nurses on a new client before their first IV visit?
The moment a client submits their PracticeQ intake form, WebRun reads their health history, allergies, and medications, and emails the assigned nurse a short briefing before the visit. It also posts an internal Slack heads-up to front desk, so every new client walks in already known to the team, without any health detail leaving your own tools.
- Nurses see allergies and history before the first drip starts
- Front desk knows a new client is coming without checking PracticeQ manually
- No health detail leaves your own clinic tools
Built for IV hydration clinics · medspa IV bars · infusion therapy clinics · concierge health clinics
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
practiceq.comin a real browser with your saved login - no setup, no API keys. -
1
PracticeQ - read the new intake form
practiceq.com
WebRun opens PracticeQ to read the new intake form. - Watch for a newly submitted intake form
- Read the client's health history, allergies, current medications, and reason for visit
- Note which nurse and appointment time the client is booked against
Done when The new intake form is fully read and matched to its appointment.
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2
Gmail - email the nurse a briefing
gmail.com
WebRun opens Gmail to email the nurse a briefing. - Draft an internal briefing email for the assigned nurse summarizing the intake
- Highlight allergies and any medication that could interact with the visit
- Send the briefing to the nurse's own inbox only, never to the client
Done when The assigned nurse has a briefing email before the client's visit.
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3
Slack - alert front desk to the new client
slack.com
WebRun opens Slack to alert front desk to the new client. - Post a short heads-up to the front desk channel that a new client is booked
- Note the appointment time so front desk can prep intake paperwork
- Flag if any allergy needs a specific drip substitution
Done when Front desk knows a new client is coming and what to prep.
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
Does any health information leave the clinic's own tools?
No. The briefing goes only to the assigned nurse's own inbox and an internal Slack channel your staff already uses. It is never emailed, texted, or posted anywhere a client or outside party can see it.
Will it contact the new client directly?
No. It only briefs your own nurse and front desk internally. Any welcome message or reply to the client is something your team sends themselves.
What if the intake form is incomplete?
It summarizes whatever fields were submitted and flags any required field, like allergies, that was left blank so your nurse can ask before the drip starts.
Related templates
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