Automated Cerbo Supplement Refill Reminders
Every morning, WebRun opens Cerbo, finds patients whose supplement protocols are coming due for a refill, drafts a reminder message for each patient, and logs the full queue to a Google Sheet for your review before any message goes out.
How can I automatically remind naturopathic patients when their supplements need refilling?
WebRun opens Cerbo every morning, finds patients whose supplement protocols are due for a refill within seven days, and drafts a personalized reminder for each. The full queue lands in Google Sheets for staff to review and approve before any message is sent, so no patient contact happens without human sign-off.
- Patients stay on their supplement protocols with timely, reviewed reminders
- Staff spend minutes approving a ready queue instead of manually building one
- No reminder leaves the practice without human approval
Built for naturopathic doctors · functional medicine practices · integrative health clinics
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 - find patients with refills due soon
cer.bo
WebRun opens Cerbo to find patients with refills due soon. - Open Cerbo and navigate to the supplement dispensary and active patient protocols
- Filter for patients whose supplement refill is due within the next 7 days
- Capture the patient name, supplement name, dosage, and estimated refill date
- Draft a short, personalized reminder message for each patient, but do not send
Done when Every patient with a refill due this week has a drafted reminder ready for review.
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2
Google Sheets - log reminder queue for review
google.com
WebRun opens Google Sheets to log reminder queue for review. - Append each patient name, supplement, refill date, and drafted message to the refill-reminders sheet
- Mark each row as Pending Review so staff can approve before sending
- Flag any patients overdue by more than 7 days in a separate highlight color
Done when The Google Sheet contains today's full refill queue with all draft messages awaiting approval.
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 reminder messages to patients automatically?
No. WebRun drafts the reminders and queues them in Google Sheets for staff review. No message reaches a patient until a team member approves and sends it, keeping PHI inside your systems.
Which supplement dispensaries does Cerbo support?
Cerbo integrates with Fullscript, Wholescripts, and Wellevate, so refill tracking covers supplements dispensed through any of those platforms alongside your in-house inventory.
What if a patient already refilled on their own?
Staff can mark the row as complete in the Google Sheet before approving, and WebRun will skip that patient on the next run once the protocol date is updated in Cerbo.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.