Automated OptiMantra Referring Therapist Updates
Every Monday, WebRun opens OptiMantra, finds patients who completed their induction series or are due a scheduled progress update, checks DocuSign for a signed release of information, and drafts a progress update email in Gmail addressed to the referring therapist, left unsent for the prescriber to review and sign off.
How do I keep a referring therapist updated on a shared ketamine patient's progress?
WebRun checks OptiMantra every Monday for patients due a progress update to their referring therapist, confirms a current signed release of information is on file in DocuSign, and drafts a concise update in Gmail covering session count and score trend. The prescriber reviews and sends each draft, so no update goes out without consent or sign off.
- Referring therapists hear about their patient's progress on a routine schedule, not only when they ask
- No update is even drafted without a current signed release of information on file
- The prescriber still reviews and sends every word before it reaches an outside provider
Built for ketamine clinic prescribers · referral coordinators · integration therapists · clinical directors
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 due a referral update
optimantra.com
WebRun opens OptiMantra to find patients due a referral update. - Open OptiMantra and pull patients referred by an outside therapist or psychiatrist
- Flag anyone who just completed their induction series or is due a scheduled progress update
- Pull their PHQ-9 and GAD-7 trend, session count, and prescriber notes for the update
Done when Every patient due a referral update is listed with the clinical detail needed to write it.
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2
DocuSign - confirm a signed release is on file
docusign.com
WebRun opens DocuSign to confirm a signed release is on file. - Check for a current signed release of information on file for the referring therapist
- Skip any patient without a valid, unexpired release on file
Done when Only patients with a valid signed release remain eligible for a drafted update.
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3
Gmail - draft the update for prescriber review
gmail.com
WebRun opens Gmail to draft the update for prescriber review. - Draft a concise progress update addressed to the referring therapist, covering session count and score trend
- Save every update as a draft only, addressed and ready but unsent
- Leave final review, edits, and sending entirely to the prescriber. Never send a referral update automatically
Done when A reviewable draft update exists for every eligible patient, awaiting prescriber sign off.
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 it send patient information to a referring therapist without consent?
No. It checks DocuSign for a current signed release of information before drafting anything, and skips any patient without one. No update is even drafted without consent on file.
Will the update send without the prescriber reviewing it?
No. Every update is saved as a Gmail draft. The prescriber reviews, edits if needed, and sends it themselves; WebRun never sends a referral update on its own.
What does the update actually include?
A concise summary of session count and PHQ-9 or GAD-7 score trend since the last update, written for the referring therapist. Nothing beyond what is relevant to their shared care of the patient.
Related templates
Put this on autopilot.
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