Automated symplr Incomplete Application Alerts
Every morning, WebRun opens symplr, finds every application missing a required item, logs each gap to a Google Sheets tracker, drafts a follow up email in Outlook for your credentialing specialist to review and send, and prepares the missing form in DocuSign without sending it.
How do I automatically follow up on incomplete credentialing applications?
WebRun checks symplr every morning for applications missing a required item, such as a reference or signature page, and logs each gap to a Google Sheets tracker. It drafts a follow up email in Outlook and prepares the missing form in DocuSign, both left unsent, so your credentialing specialist can review and send with one click.
- No application sits stalled on a missing item because every gap is checked each morning
- The office opens a tracker sheet already sorted by what is missing and for how long
- Applicant follow ups and missing forms are ready to send in minutes, not built from scratch
Built for medical staff office coordinators · credentialing specialists · CVO teams · hospital compliance officers
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 applications missing a required item
symplr.com
WebRun opens symplr to find applications missing a required item. - Open symplr Provider and pull every application flagged as missing a required item
- Identify the specific gap: a missing reference, an unexplained CV gap, or an unsigned page
- Note the applicant, missing item, and days since the gap was first flagged
Done when Every incomplete application is listed with its specific missing item and age.
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2
Google Sheets - log the incomplete item tracker
google.com
WebRun opens Google Sheets to log the incomplete item tracker. - Open the Incomplete Application Tracker sheet
- Add or update a row for each application with the missing item and days outstanding
- Remove any row for an item that has since been received
Done when The tracker reflects every currently incomplete application and what is missing.
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3
Outlook - draft an applicant follow up for review
microsoft.com
WebRun opens Outlook to draft an applicant follow up for review. - Draft a follow up email to each applicant listing exactly what is still missing
- Keep the tone polite and specific about the outstanding item
- Leave every draft unsent, addressed for your credentialing specialist to review, personalize, and send
Done when An Outlook follow up draft exists for every applicant with a missing item, awaiting review.
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4
DocuSign - prepare the missing form for review
docusign.com
WebRun opens DocuSign to prepare the missing form for review. - Prepare the specific missing form for each applicant, pre-filled with whatever information is already on file
- Leave the envelope unsent
- Save it for your credentialing specialist to send once the follow up is approved
Done when A ready to send, unsent form exists in DocuSign for every applicant missing a signature or attestation page.
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 email the applicant automatically?
No. WebRun drafts the follow up in Outlook and leaves it unsent for your credentialing specialist to review, personalize, and send. No message reaches an applicant without human approval.
What counts as an incomplete application?
Any application symplr flags as missing a required item, such as a reference, an explanation for a CV gap, or a signature page. Your medical staff office can define which items trigger a flag.
Will it fill out or submit the missing form for the applicant?
No. WebRun only prepares the form in DocuSign with what is already known and leaves it unsent. The applicant still completes and signs it, and your office still reviews before it is submitted.
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