Nextech Automated Reconstruction Referral Tracking
Every Monday, WebRun opens Nextech, finds every Mohs defect referred out for reconstruction in the past two weeks, checks whether the patient's records release authorization is signed in DocuSign, and drafts a follow-up nudge in Gmail to the reconstructive surgeon's office for any referral that still has not been scheduled.
How do I make sure Mohs reconstruction referrals get scheduled?
WebRun checks Nextech every Monday for Mohs defects referred out for reconstruction, confirms the patient's records release authorization is signed in DocuSign, and drafts a follow-up email in Gmail to the receiving surgeon's office for any referral still unscheduled after 14 days. Every draft waits for your team to review and send, so no referral gets lost.
- No reconstruction referral sits unscheduled without the office finding out
- Authorization status and scheduling status are tracked separately so the holdup is always clear
- Follow-up nudges are drafted the same day a referral crosses the 14 day window
Built for Mohs surgeons · referral coordinators · dermatology surgical clinics · practice managers
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.nextech.comin a real browser with your saved login - no setup, no API keys. -
1
Nextech - find open reconstruction referrals
nextech.com
WebRun opens Nextech to find open reconstruction referrals. - Open Nextech and filter to Mohs defects referred out for reconstruction in the past 14 days
- Capture the receiving surgeon's practice and the referral date for each
- Note whether the case is a same-day, staged, or delayed reconstruction
Done when Every open reconstruction referral is listed with its receiving practice and referral date.
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2
DocuSign - check the records release authorization
docusign.com
WebRun opens DocuSign to check the records release authorization. - Check whether the patient's signed records release authorization is complete in DocuSign
- Flag any referral where the authorization is still unsigned
Done when Every referral has a clear authorization status, signed or still pending.
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3
Gmail - draft the follow-up nudge
gmail.com
WebRun opens Gmail to draft the follow-up nudge. - Draft a follow-up email to the receiving surgeon's office for any referral not yet scheduled after 14 days
- Reference the referral date and defect location so the office can locate the case quickly
- Hold every draft for your office to review and send. Do not email another practice automatically
Done when A reviewed follow-up draft exists for every referral still unscheduled after 14 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 email the reconstructive surgeon's office without review?
No. Every follow-up nudge is drafted and held in Gmail for your office to review and send. Nothing goes to another practice on its own.
What if the records release authorization is not signed yet?
It is flagged separately from the scheduling follow-up, so your team knows whether the holdup is a missing signature or a scheduling gap.
How long does it wait before following up?
By default it flags a referral that has not been scheduled within 14 days of the referral date. That window can be adjusted in your run settings.
Related templates
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