Automated Cerbo Patient Review Request Drafts
Every evening, WebRun opens Cerbo, identifies patients who completed a visit that day, checks for a positive outcome flag set by the provider during the encounter, drafts a short and personalized review request for each qualified patient, and saves those drafts in Gmail for front desk staff to review and send the following morning.
How do I automatically ask naturopathic patients for reviews after their visit?
WebRun reviews Cerbo every evening for visits completed that day where the provider flagged a positive outcome. It drafts a short, personalized review request for each eligible patient in Gmail and queues those drafts for front desk staff to send the following morning. No message goes to a patient without explicit human approval, and no clinical information is included.
- Satisfied patients receive a timely, personalized review request the morning after their visit
- Staff spend seconds approving ready drafts instead of manually identifying candidates
- No review request is sent without explicit front desk sign-off
Built for naturopathic doctors · integrative medicine practices · functional health clinics building their online reputation
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.cer.boin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - find completed visits with a positive outcome flag
cer.bo
WebRun opens Cerbo to find completed visits with a positive outcome flag. - Open Cerbo and review today's completed appointments
- Filter for encounters where the provider has noted a positive outcome or marked the visit as suitable for a review request
- Capture the patient name, provider name, visit type, and contact email
- Exclude patients who have already received a review request in the past 180 days
Done when All completed visits eligible for a review request are identified and deduplicated.
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2
Gmail - queue personalized review request drafts for morning send
gmail.com
WebRun opens Gmail to queue personalized review request drafts for morning send. - Draft a short, warm review request for each eligible patient, mentioning their provider by first name
- Include a direct link to your preferred review platform such as Google or Healthgrades
- Save each draft unsent in Gmail for front desk staff to review and send the next morning
Done when A personalized Gmail draft is queued for every eligible patient from today's visits, awaiting staff review.
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 review requests to patients without staff approval?
No. Every review request is saved as a Gmail draft and left unsent. Front desk staff review each draft the following morning and click Send. No patient receives a review request without explicit human approval, and no clinical details are included in the message.
How does WebRun know which patients are satisfied?
It looks for a positive outcome flag or a review-eligible note that your provider sets on the encounter in Cerbo. You configure exactly what that flag is during setup, for example a custom encounter tag or a visit status field.
Can it send to Google, Healthgrades, or another platform?
Yes. During setup you provide the direct review link for whichever platform you want to grow, such as your Google Business profile or Healthgrades page, and WebRun inserts that link into every draft.
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