Automated Cerbo Patient Recall Reminders
Every Monday, WebRun opens Cerbo, identifies patients who have not had a visit in 90 or more days and have no upcoming appointment booked, drafts a warm and personalized recall message for each, and saves those as Gmail drafts for your team to review and send throughout the week.
How do I automatically recall lapsed patients to my naturopathic practice?
WebRun opens Cerbo every Monday, finds active patients who have not visited in 90 or more days and have no upcoming appointment, and drafts a warm, personalized recall message for each in Gmail. Every draft stays unsent until your staff reviews and approves it, so no patient is contacted without explicit human sign-off.
- Lapsed patients receive a personalized, reviewed recall message every week
- Staff spend minutes approving a ready queue instead of manually identifying lapsed patients
- Do-not-contact patients are skipped automatically from Cerbo flags
Built for naturopathic doctors · functional medicine practices · integrative health practices with recurring patient care
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 - identify patients with no visit in 90-plus days
cer.bo
WebRun opens Cerbo to identify patients with no visit in 90-plus days. - Open Cerbo and navigate to patient records
- Filter for active patients whose last completed visit was 90 or more days ago
- Exclude patients who already have a future appointment scheduled
- Capture the patient name, last visit date, primary provider, and contact email
Done when Every lapsed patient with no upcoming visit is listed with their last visit date and contact details.
-
2
Gmail - queue personalized recall drafts for staff review
gmail.com
WebRun opens Gmail to queue personalized recall drafts for staff review. - Draft a warm, personalized recall message for each patient referencing the time since their last visit
- Include a simple call-to-action to book online or call the front desk
- Save each message as a Gmail draft, unsent, for staff to review and send
Done when A reviewed-and-ready Gmail draft exists for every lapsed patient identified 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 send recall emails to patients without my approval?
No. Every recall message is saved as a Gmail draft and left unsent until a staff member reviews and clicks Send. No patient is contacted automatically, keeping PHI inside your systems and a human in the loop.
What triggers a patient being considered lapsed?
Any active patient with no completed visit in the past 90 days and no future appointment in Cerbo. You can adjust the lapse threshold during setup, for example to 60 or 120 days, depending on your follow-up cadence.
What if a patient asked not to be contacted?
WebRun checks Cerbo for any do-not-contact flag on the patient record and skips those patients automatically. Keep those flags current in Cerbo and they will always be respected.
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