Verify MC Automated Renewal Recall Drafts
Every morning, WebRun opens Verify MC, finds patients whose certification expires in the next 30 days and who have not yet rebooked, drafts a short renewal recall as a Twilio text and a matching Gmail email for each, and leaves every message unsent for staff to review and approve, so patients are recalled before they lapse without anything going out unattended.
How do I automatically recall medical cannabis patients before their certification expires?
WebRun opens Verify MC each morning, finds patients whose certification expires within 30 days and who have not rebooked, and drafts a friendly renewal recall as both a Twilio text and a Gmail email. Every message is held unsent for staff to approve, so lapsing patients get a timely nudge that a human signs off before it sends.
- Lapsing patients are recalled 30 days before expiry, not after
- Every recall is human-approved before it reaches a patient
- Already-booked patients are skipped so no one is nudged twice
Built for medical cannabis clinics · MMJ certification practices · telehealth cannabis doctors · clinic patient coordinators
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
verifymc.comin a real browser with your saved login - no setup, no API keys. -
1
Verify MC - find soon-to-expire certifications
verifymc.com
WebRun opens Verify MC to find soon-to-expire certifications. - Open Verify MC and list patients whose certification expires in the next 30 days
- Exclude anyone who already has a renewal visit booked or was recalled in the past 14 days
- Capture the patient reference, expiry date, and preferred contact method
Done when Every patient due for renewal recall is listed with their expiry date.
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2
Twilio - draft renewal recall texts for approval
twilio.com
WebRun drafts renewal recall texts in Twilio for approval. - Draft a short, friendly renewal text for each patient who prefers SMS, noting their certification is expiring and inviting them to rebook
- Keep the text free of clinical detail, referencing only that a renewal is due
- Queue every text in Twilio unsent, held for a staff member to review and approve before it goes out
Done when A renewal recall text is queued for review for every SMS-preferring patient.
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3
Gmail - draft matching renewal emails for approval
gmail.com
WebRun drafts matching renewal emails in Gmail for approval. - Draft a matching renewal email for each patient who prefers email, warm and free of diagnosis references
- Include how to rebook and the renewal window, with no clinical detail
- Leave every email as an unsent Gmail draft for staff to personalise and approve before sending
Done when A renewal email draft sits in Gmail for every email-preferring patient, awaiting approval.
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 or email patients without approval?
No. Every renewal recall is queued as an unsent Twilio text or Gmail draft and held for a staff member to review and approve. Nothing reaches a patient until a person signs it off, so no message goes out unattended.
Do the recall messages mention the patient's condition?
No. Each draft simply notes that a certification renewal is due and how to rebook, with no diagnosis, treatment, or clinical detail, protecting patient privacy even in an SMS or email reminder.
How does it avoid recalling the same patient repeatedly?
It skips anyone already booked for a renewal or contacted in the past 14 days, checking the live status in Verify MC each run, so patients are not nudged twice within that window.
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