Automated Pediatrician Referral Handoffs
Every morning, WebRun opens MilkNotes, finds consults where a pediatrician referral or handoff was recommended, drafts a concise clinical handoff letter in Gmail addressed to the pediatrician, and prepares a DocuSign release-of-information request for the parent, leaving both unsent so you review and approve before any protected health information leaves your practice.
How do I automatically prepare pediatrician referral handoffs?
WebRun helps you hand off pediatrician referrals cleanly. Each morning it finds consults flagged for referral in MilkNotes, drafts a concise handoff letter in Gmail, and prepares a DocuSign consent request where no release is on file, leaving both unsent so no protected health information leaves until consent is confirmed and you approve.
- Referral letters are drafted the same morning a handoff is flagged
- Consent is requested before any clinical detail is shared
- No protected health information leaves your practice without your approval
Built for IBCLCs · lactation consultants · newborn feeding specialists · collaborative care practices
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.milknotes.comin a real browser with your saved login - no setup, no API keys. -
1
MilkNotes - gather referral notes
milknotes.com
WebRun opens MilkNotes to gather referral notes. - Open MilkNotes and find recent consults flagged for a pediatrician referral or handoff
- Pull the relevant findings, feeding assessment, and the reason for referral from each chart
- Note the pediatrician on file and whether a release of information is already signed
Done when Referral details and consent status are gathered for each flagged consult.
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2
Gmail - draft the handoff letter
gmail.com
WebRun opens Gmail to draft the handoff letter. - Draft a concise, professional handoff letter to the pediatrician summarizing the assessment and the reason for referral
- Keep it factual and scoped to what the pediatrician needs to know
- Save each letter as a draft in Gmail and leave it unsent until consent is confirmed and you approve
Done when A handoff letter waits in Gmail as an unsent draft for each referral.
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3
DocuSign - prepare the consent request
docusign.com
WebRun opens DocuSign to prepare the consent request. - For any client without a signed release, prepare a DocuSign release-of-information request addressed to the parent
- Attach your standard consent template and pre-fill the pediatrician and client details
- Leave the DocuSign envelope in draft for you to review and send, so no request goes out unreviewed
Done when A DocuSign consent request is prepared and left in draft where a signed release is missing.
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 send clinical notes to a pediatrician without me?
No. Every handoff letter is saved as an unsent Gmail draft for your review. No protected health information is sent to a pediatrician until consent is confirmed and you approve and send the letter yourself.
How does it handle patient consent?
It checks MilkNotes for a signed release first. If none exists, it prepares a DocuSign consent request in draft for the parent, and the handoff letter stays unsent until that release is in place and you approve it.
Does it decide who needs referring?
No. It only acts on consults you have already flagged for referral in MilkNotes. WebRun assembles the paperwork; the clinical decision to refer stays entirely with you.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.