Reach out to patients who have gone quiet on maintenance dosing
Every Monday, WebRun opens OptiMantra, finds every patient who completed their induction series but hasn't had a maintenance session in the last 60 days, logs the lapsed patient list to a Google Sheet, and drafts a gentle check-in text in Twilio for staff to review before it sends.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I check in on ketamine patients who have lapsed on maintenance dosing?
WebRun scans OptiMantra every Monday for patients who completed their induction series but haven't had a maintenance session in 60 days, logs them to a Google Sheet sorted by priority, and drafts a warm check-in text in Twilio for staff to review. No message reaches a patient until staff approve and send it themselves.
- A lapsed patient gets a check-in draft within days of crossing 60 days, not months later
- The highest priority patients, strong responders who went quiet, surface at the top of the list
- No check-in text reaches a patient without staff reviewing it first
Built for ketamine clinic care coordinators · front desk staff · practice managers · ketamine clinic owners
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
app.optimantra.comin a real browser with your saved login - no setup, no API keys. -
1
OptiMantra - find patients overdue for maintenance dosing
optimantra.com How to Automate OptiMantra
WebRun opens OptiMantra to find patients overdue for maintenance dosing. - Open OptiMantra and pull every patient who completed their induction series
- Check the date of each patient's most recent maintenance session
- Flag anyone with no maintenance session in the last 60 days
- Note their original response to induction, since a strong responder lapsing is a higher priority
Done when Every patient overdue for maintenance dosing by 60 days or more is identified and prioritized.
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2
Google Sheets - log the lapsed patient list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the lapsed patient list. - Open the Lapsed Patient Tracker sheet
- Log each flagged patient with their last visit date and original response to treatment
- Sort with the longest lapsed and strongest original responders first
Done when The tracker reflects every currently lapsed patient, sorted by priority.
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3
Twilio - draft a check-in text for review
twilio.com How to Automate Twilio
WebRun opens Twilio to draft a check-in text for review. - Draft a short, warm check-in text asking how the patient has been doing and offering to schedule a maintenance session
- Save every message as a pending draft for staff review. Never send a check-in text to a patient automatically
- Leave any clinical follow-up call to a provider if the patient's file has a noted safety concern
Done when A reviewable check-in draft exists for every lapsed patient on the tracker.
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 text lapsed patients without staff reviewing first?
No. Every check-in message is saved as a pending Twilio draft. Staff review and send each one; WebRun never texts a patient on its own.
How does it decide who counts as lapsed?
Anyone who completed their induction series but hasn't had a maintenance session in the last 60 days. The exact window is yours to adjust.
Does it prioritize which lapsed patients to reach first?
Yes. The tracker sorts by how long a patient has been lapsed and how strongly they originally responded to treatment, so the highest priority check-ins are easy to spot.
Related templates
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