Automated Cerbo Care Plan Adherence Tracking
Every Monday, WebRun opens Cerbo, reviews active patient care plans, identifies patients who have missed a scheduled step such as a lab order, a lifestyle check-in, or a follow-up visit, and logs each gap to an Airtable base so your clinical team can triage and reach out to those patients during the week.
How do I automatically track care plan adherence for naturopathic patients?
WebRun reviews all active Cerbo care plans every Monday, identifies patients who have missed a scheduled step such as a lab order, follow-up visit, or lifestyle check-in, and logs each gap to Airtable. Your clinical team opens a sorted list of at-risk patients at the start of each week and can reach out before a plan goes off track.
- Clinical team starts each Monday with a ranked list of patients falling behind on their care plans
- Adherence gaps are surfaced within a week of the missed step, not at the next scheduled visit
- No patient outreach happens without explicit clinical team action
Built for naturopathic doctors · functional medicine practices with care plans · integrative health clinical teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.cer.boin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - review care plans for missed steps
cer.bo
WebRun opens Cerbo to review care plans for missed steps. - Open Cerbo and navigate to active patient care plans
- For each plan, check whether each scheduled step is marked as completed by its due date
- Identify missed steps: overdue lab orders, skipped follow-up visits, or uncompleted lifestyle goals
- Capture the patient name, care plan name, missed step, due date, and assigned provider
Done when Every overdue or missed care plan step is captured with patient and plan details.
-
2
Airtable - log adherence gaps for clinical team triage
airtable.com
WebRun opens Airtable to log adherence gaps for clinical team triage. - Open the care plan adherence base in Airtable
- Add a new record for each missed step with patient name, step type, due date, days overdue, and provider
- Sort records by days overdue so the most at-risk patients are visible at the top for clinical team triage
Done when The Airtable base has an up-to-date adherence gap list for the clinical team to work through this week.
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 contact patients about their missed care plan steps?
No. WebRun only logs adherence gaps in Airtable for your clinical team to review. Any outreach to a patient about their care plan is handled by your team, never sent automatically, so PHI stays inside your systems.
What kinds of care plan steps does it track?
It tracks any step recorded in Cerbo's care plan tool with a due date, including lab orders, follow-up appointment requirements, supplement protocol check-ins, and lifestyle or nutrition goals. The step types available depend on what your providers document in Cerbo.
Can we assign follow-up tasks to specific providers in Airtable?
Yes. Each Airtable record includes the assigned provider field so your clinical lead can assign follow-up tasks directly in the base. You can also add a status column to track when each gap has been resolved.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.