Automated Cerbo Care Package Visit Tracking
Every Monday, WebRun opens Cerbo, reviews all active visit packages, calculates the remaining visit balance for each patient, and updates a Google Sheet with the current count so front desk staff can flag patients who need to renew before their next appointment.
How can I track remaining visits on naturopathic care packages automatically?
WebRun opens Cerbo every Monday, tallies the remaining visits on every active patient care package, and updates a Google Sheet with the current balances. Packages with one or zero visits remaining are sorted to the top so front desk staff can prioritize renewal conversations before any patient arrives without a valid booking.
- Front desk always knows which packages need renewal before the patient's next visit
- No patient arrives to a fully used package without advance warning
- Monday morning sheet is ready before the first appointment of the week
Built for naturopathic doctors · integrative medicine practices · functional health clinics offering visit packages
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 - tally remaining visits on all active care packages
cer.bo
WebRun opens Cerbo to tally remaining visits on all active care packages. - Open Cerbo and navigate to the billing or package management section
- List all active visit packages with their patient name, package type, visits purchased, and visits used
- Calculate remaining visits for each package
- Flag any packages with 1 or 0 visits remaining as Needs Renewal
Done when All active packages have an accurate remaining visit count and a renewal flag where applicable.
-
2
Google Sheets - update the package balance tracker
google.com
WebRun opens Google Sheets to update the package balance tracker. - Open the package balance tracker in Google Sheets
- Update or insert a row for each active package with patient name, package type, visits used, visits remaining, and renewal status
- Sort the sheet so Needs Renewal rows appear at the top for front desk priority
Done when The Google Sheet reflects the current visit balance for every active care package as of today.
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 renewal notices to patients automatically?
No. WebRun only updates the Google Sheet tracker. Any renewal notice or payment request to a patient is initiated by your front desk after reviewing the list, never sent automatically.
Does it handle different package types such as 5-visit and 10-visit bundles?
Yes. WebRun reads the package type and visit count directly from Cerbo, so it handles any package structure you have set up there, whether it is 5, 10, or a custom number of visits.
How often does the sheet update?
By default the sheet refreshes every Monday morning. You can adjust the schedule during setup to run daily if your practice books packages at a high volume.
Related templates
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