Automated LongevityEHR Physical Exam Reminders
Every Monday, WebRun opens LongevityEHR, finds every member who is due or overdue for their annual physical, drafts a personalized Mailchimp email reminding them to book, references the date of their last exam, and leaves every draft unsent so your team can review and send it.
How do I remind longevity clinic members their annual physical is due?
Every Monday, WebRun opens LongevityEHR and finds members whose annual physical is due within 30 days or already overdue. It drafts a personalized Mailchimp reminder for each, referencing their last exam date and inviting them to book, then leaves every message unsent so your team can review and send it before any member ever sees it.
- Overdue physicals surface every week instead of waiting for a member to notice on their own
- Each reminder is personalized and ready, so staff only reviews and sends
- Fewer members drift a full year past their last exam without being asked to rebook
Built for longevity clinics · concierge medicine practices · wellness clinic front desk · patient recall coordinators
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.longevityehr.comin a real browser with your saved login - no setup, no API keys. -
1
LongevityEHR - find members due or overdue for a physical
longevityehr.com
WebRun opens LongevityEHR to find members due or overdue for a physical. - Open LongevityEHR and filter members whose annual physical is due within 30 days or already overdue
- Capture each member's last exam date and how many days overdue they are
- Exclude anyone with a physical already booked on the calendar
Done when Every member due or overdue for a physical is listed with their last exam date.
-
2
Mailchimp - draft the booking reminder
mailchimp.com
WebRun opens Mailchimp to draft the booking reminder. - Draft a personalized reminder email for each member referencing the date of their last physical
- Invite them to book their next visit and include a way to reply or call
- Save every email as an unsent Mailchimp draft for your team to review
Done when An unsent reminder draft exists in Mailchimp for every member due or overdue for a physical.
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 members get this reminder without my team reviewing it first?
No. Every reminder is saved as an unsent Mailchimp draft. Your team reviews and sends each one, so nothing reaches a member automatically.
How does it know who is due for a physical?
It reads each member's last exam date in LongevityEHR and flags anyone due within 30 days or already overdue, skipping members who already have a visit booked.
Does the reminder include any clinical details?
No. It only references the date of the member's last physical and invites them to book, keeping the message free of clinical detail or lab results.
Related templates
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