Sonio Automated Counseling Recall
Each morning, WebRun opens Sonio, finds patients flagged for a genetic counseling follow-up who have no next appointment, adds each to a Google Sheets recall list, and drafts a warm Twilio text for staff to review and send, so nobody who needs counseling falls through the gap.
How do I recall patients due for genetic counseling follow-up automatically?
WebRun opens Sonio each morning and finds patients flagged for a genetic counseling follow-up who have no next visit booked. It logs each to a Google Sheets recall list and drafts a warm Twilio text using a first name only, left unsent for staff to review and send, so patients needing counseling get invited back.
- Patients needing counseling follow-up get invited back instead of slipping away
- Staff send from a ready draft rather than writing each recall by hand
- Patients already booked are skipped so nobody is recalled twice
Built for maternal-fetal medicine clinics · prenatal genetic counselors · MFM patient coordinators · high-risk OB practices
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
app.sonio.aiin a real browser with your saved login - no setup, no API keys. -
1
Sonio - find counseling follow-ups due
sonio.ai
WebRun opens Sonio to find patients due for a genetic counseling follow-up. - Open Sonio and list patients flagged for a genetic counseling follow-up
- For each, check whether a next counseling visit is already booked
- Keep only those with no future appointment and past their recommended follow-up point
- Capture patient initials, the recommended follow-up reason, and preferred contact channel
Done when Every patient due for genetic counseling follow-up with no booked visit is identified.
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2
Google Sheets - log the recall list
google.com
WebRun logs each due patient to the internal recall spreadsheet. - Open the genetic counseling recall spreadsheet
- Add a row per patient with initials, follow-up reason, days overdue, and the date flagged
- Skip anyone already on the list so nobody is added twice
- Keep the sheet free of diagnosis detail beyond the follow-up reason category
Done when Every due patient is a row in the recall sheet, with no duplicates.
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3
Twilio - draft the recall text
twilio.com
WebRun drafts each recall text, left unsent for staff review. - For patients who prefer text, draft a short, warm Twilio message inviting them to book a follow-up
- Use a first name only, mention no diagnosis or result, and include how to reach the clinic
- Save each message as a draft in Twilio and leave it unsent for staff to review and send. Do not send any text automatically
Done when A recall text is drafted in Twilio for each text-preferring patient, awaiting review.
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 text patients without staff checking first?
No. WebRun logs the recall list to Google Sheets and drafts each Twilio text, then stops. Staff review every message, confirm the patient, and send it, so no text reaches anyone automatically.
Does the text reveal a result or diagnosis?
No. Each draft uses a first name only and a warm invitation to book a follow-up, with how to reach the clinic. No result, diagnosis, or clinical detail appears in the message, which keeps the outreach private.
Will the same patient be recalled repeatedly?
No. WebRun checks the recall sheet before adding a row and skips patients who already have a future counseling visit, so each due patient is listed and texted once until they book.
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