Automated symplr Board Certification Alerts
Every Monday, WebRun opens symplr, finds every board certification expiring within 6 months, and logs each one to a Google Sheets tracker sorted by urgency, giving your medical staff office a 6 month head start on the recertification conversation.
How do I automatically track board certification expiration dates for medical staff?
WebRun checks symplr every Monday for medical staff board certifications expiring within 6 months and logs each one to a Google Sheets tracker ranked by urgency. Because board recertification often takes months to complete, this early flag gives your medical staff office time to start the conversation with a provider long before privileging is ever at risk.
- No board certification lapses silently because expirations within 6 months are flagged every Monday
- The office gets a 6 month head start to start the recertification conversation with a provider
- Certifications already renewed drop off the tracker automatically from live symplr data
Built for medical staff office coordinators · credentialing specialists · credentials committees · department chairs
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
www.symplr.comin a real browser with your saved login - no setup, no API keys. -
1
symplr - find board certifications expiring within 6 months
symplr.com
WebRun opens symplr to find board certifications expiring within 6 months. - Open symplr Provider and go to the board certification or credentials module
- Filter to board certifications expiring within 6 months
- Note the provider, certifying board, and expiry date for each
Done when Every board certification expiring within 6 months is listed with its expiry date.
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2
Google Sheets - log the board certification tracker
google.com
WebRun opens Google Sheets to log the board certification tracker. - Open the Board Certification Tracker sheet
- Add a row for each expiring certification with the provider, board, and days remaining
- Sort by days remaining, soonest first
Done when The tracker reflects every board certification expiring within 6 months, sorted by urgency.
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 track maintenance of certification requirements too?
It tracks whatever board certification and expiration data is recorded in symplr. If your office logs maintenance of certification cycle dates there as well, those are included in the same tracker.
How far ahead does it flag an expiring certification?
By default, 6 months before expiration, since board recertification is a longer process than a license renewal. That window can be adjusted to match each specialty board's own timeline.
What happens once a provider recertifies?
It reads the live certification expiry date from symplr each Monday, so once the new certification date is recorded, that provider drops off the urgent list automatically.
Related templates
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