Automated symplr Reappointment Due Alerts
Every Monday, WebRun opens symplr, finds every provider due for reappointment within 90 days, logs each file to a Google Sheets pipeline with what is still outstanding, and pre-fills the reappointment packet in DocuSign without sending it, ready for your credentialing team to review and route.
How do I automatically track provider reappointment deadlines?
WebRun checks symplr every Monday for medical staff whose two year reappointment cycle falls due within 90 days, logs each file to a Google Sheets pipeline ranked by deadline, and pre-fills the reappointment packet in DocuSign without sending it, so your credentialing team always has a 90 day head start on renewal.
- No reappointment cycle is missed because every file due within 90 days is flagged
- The reappointment pipeline sheet gives the office a week by week view of who is due
- Each provider's DocuSign packet is pre filled and ready to route the moment it is approved
Built for medical staff office coordinators · credentialing committees · CVO specialists · hospital privileging 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 reappointments due within 90 days
symplr.com
WebRun opens symplr to find reappointments due within 90 days. - Open symplr Provider and go to the reappointment or recredentialing module
- Filter provider files to those with a reappointment cycle due within 90 days
- Note the provider name, current privileges, and reappointment due date for each
Done when Every provider due for reappointment within 90 days is listed with their due date.
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2
Google Sheets - log the reappointment pipeline
google.com
WebRun opens Google Sheets to log the reappointment pipeline. - Open the Reappointment Pipeline sheet
- Add or update a row for each provider due for reappointment, with the days remaining
- Mark any file still missing an updated application or attestation in a separate column
Done when The pipeline sheet reflects every provider due for reappointment within 90 days and what is outstanding.
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3
DocuSign - prepare the reappointment packet for review
docusign.com
WebRun opens DocuSign to prepare the reappointment packet for review. - Prepare a reappointment envelope for each due provider, pre-filled with their current privileges and demographic data on file
- Leave the envelope unsent
- Save it for your credentialing team to review and route to the provider for signature
Done when A ready to review, unsent reappointment envelope exists in DocuSign for every provider due within 90 days.
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 reappointment packet to the provider automatically?
No. WebRun only prepares the DocuSign envelope and leaves it unsent. Reviewing the packet and routing it to the provider for signature stays a decision for your credentialing team.
What if a provider's file is still missing something?
The Google Sheets pipeline flags exactly what is outstanding, such as an updated application or attestation, so your team can chase the gap before the packet is routed for signature.
What if a provider's reappointment date changes in symplr?
It reads the live reappointment due date from symplr each Monday, so any change in the cycle date is reflected in the pipeline the same week.
Related templates
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