Automated Nephrology Recall Reminders
Every morning, WebRun opens Acumen and finds CKD, ESKD, and transplant patients whose recall appointment or lab recheck falls due in the next seven days. It drafts an SMS reminder via Twilio for each, holds them for staff approval, and logs the outreach queue in Google Sheets.
How do I automatically send recall reminders to nephrology patients?
Every morning, WebRun scans Acumen for CKD, ESKD, and transplant patients with unbooked recalls due in the next seven days. It logs each patient in a Google Sheets queue, drafts a Twilio SMS, and holds every message for staff approval before sending, so no patient is contacted without human sign-off.
- Recall gaps are caught seven days early, before patients become overdue
- Staff review a pre-built queue instead of hunting for due recalls manually
- No patient SMS leaves the system without staff sign-off
Built for nephrology practices · CKD care coordinators · kidney care teams · nephrology office managers
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
service.acumenmd.comin a real browser with your saved login - no setup, no API keys. -
1
Acumen - find patients with recalls due soon
acumenmd.com
WebRun opens Acumen to find patients with recalls due soon. - Open Acumen and pull the recall and follow-up schedule for the next seven days
- Filter to patients with no confirmed future appointment matching the recall type
- Capture patient name, MRN, recall reason, provider, and preferred contact method
- Exclude patients already contacted in the past 48 hours
Done when All patients with an unbooked recall due within seven days are identified.
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2
Google Sheets - log outreach queue
google.com
WebRun opens Google Sheets to log outreach queue. - Append each patient to the Recall Outreach Queue sheet
- Record MRN, recall reason, due date, and draft message text
- Set status column to Awaiting Staff Approval for each row
Done when Every patient is logged in Google Sheets with a draft message ready for review.
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3
Twilio - queue SMS drafts for staff approval
twilio.com
WebRun opens Twilio to queue SMS drafts for staff approval. - Prepare a draft SMS for each patient using the approved recall reminder template
- Stage the messages in the Twilio outbox but leave them unsent pending staff sign-off
- After staff marks a row as Approved in Google Sheets, release only that message to send
Done when Approved reminder SMSs are sent; all others remain staged for 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 reminder texts go out to patients automatically?
No. WebRun stages the SMS drafts in Twilio and flags them in Google Sheets as awaiting approval. A staff member must mark each row as Approved before any message is released to the patient.
How does it avoid double-contacting a patient?
It checks both the Acumen schedule for existing confirmed appointments and the outreach log for contacts in the past 48 hours, so no patient receives duplicate reminders.
Which recall types does it cover?
It covers any recall or follow-up flag set in Acumen, including CKD lab rechecks, post-transplant follow-ups, dialysis adequacy reviews, and routine nephrology visits.
Related templates
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