Automated symplr Malpractice Coverage Alerts
Every Monday, WebRun opens symplr, finds every malpractice insurance certificate expiring within 45 days, logs each one to a Google Sheets tracker sorted by urgency, and pre-fills a coverage attestation in DocuSign without sending it, ready to route once updated proof of insurance arrives.
How do I automatically track expiring malpractice insurance certificates?
WebRun checks symplr every Monday for medical staff whose malpractice insurance certificate is expiring within 45 days and logs each one to a Google Sheets tracker ranked by urgency. It pre-fills a coverage attestation in DocuSign without sending it, so your medical staff office has a ready to route form the moment updated proof of insurance comes in.
- No provider goes uncovered because certificates expiring within 45 days are caught every Monday
- The coverage tracker gives the office a ranked view of who needs updated proof of insurance first
- The attestation is pre filled in DocuSign and ready to route the moment new coverage is confirmed
Built for medical staff office coordinators · credentialing specialists · hospital risk management · CVO teams
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 malpractice coverage expiring within 45 days
symplr.com
WebRun opens symplr to find malpractice coverage expiring within 45 days. - Open symplr Provider and go to the insurance or certificate of insurance module
- Filter to malpractice insurance certificates expiring within 45 days
- Note the provider, carrier, coverage amount, and expiry date for each
Done when Every malpractice certificate expiring within 45 days is listed with its expiry date.
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2
Google Sheets - log the coverage lapse tracker
google.com
WebRun opens Google Sheets to log the coverage lapse tracker. - Open the Coverage Lapse Tracker sheet
- Add a row for each expiring certificate with the provider, carrier, and days remaining
- Sort by days remaining, soonest first
Done when The tracker reflects every malpractice certificate expiring within 45 days, sorted by urgency.
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3
DocuSign - prepare the coverage attestation for review
docusign.com
WebRun opens DocuSign to prepare the coverage attestation for review. - Prepare a coverage attestation envelope for each affected provider, pre-filled with their current policy details
- Leave the envelope unsent
- Save it for your medical staff office to route once updated proof of insurance is received
Done when A ready to route, unsent coverage attestation exists in DocuSign for every provider with an expiring certificate.
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 the attestation to the provider automatically?
No. WebRun only prepares the DocuSign attestation and leaves it unsent. Routing it to the provider or their insurance broker stays a decision for your medical staff office.
What if a provider already renewed their coverage?
It reads the live certificate expiration date from symplr each Monday, so once the updated certificate of insurance is on file, that provider drops off the urgent list automatically.
How far ahead does it flag an expiring certificate?
By default, 45 days before expiration, giving your office time to request updated proof of insurance before a gap in coverage occurs. That window can be adjusted.
Related templates
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