Automated ER and PCP Referral Intake
Within 30 minutes of a new referral fax landing in eFax, WebRun reads the reason for referral and urgency (post-ER seizure workup, new stroke-like symptoms, or a routine primary care referral), creates the intake record in Nexus Clinical, and posts the scheduling team a Microsoft Teams alert so outreach happens the same day.
How do I turn incoming ER and primary care neurology referrals into scheduled visits quickly?
WebRun reads incoming ER and primary care referral faxes in eFax within 30 minutes of arrival, creates the intake record in Nexus Clinical with the referral reason and source document attached, and posts the scheduling team a Microsoft Teams alert ranked by urgency. Urgent cases like a new seizure or stroke-like symptoms surface first, so outreach happens the same day.
- New referrals get an intake record within 30 minutes of arriving
- Urgent cases are surfaced first instead of buried in a fax pile
- Duplicate faxes are caught before creating a second record
Built for neurology clinics · referral coordinators · scheduling teams · hospital liaison staff
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
www.efax.comin a real browser with your saved login - no setup, no API keys. -
1
eFax - read incoming referral faxes
efax.com
WebRun opens eFax to read incoming referral faxes. - Check eFax for new incoming referral faxes from ERs and primary care offices
- Read the reason for referral, referring provider, and any urgency noted
- Separate urgent referrals (new seizure, stroke-like symptoms) from routine ones
Done when Every new referral fax is read and sorted by urgency.
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2
Nexus Clinical - create the patient intake record
nexusclinical.com
WebRun opens Nexus Clinical to create the patient intake record. - Create or update the patient intake record in Nexus Clinical with the referral reason and referring provider
- Attach the original referral document to the chart
- Mark urgent referrals for a priority scheduling call
Done when Every new referral has an intake record in Nexus Clinical with the source document attached.
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3
Microsoft Teams - alert scheduling to new referrals
microsoft.com
WebRun opens Microsoft Teams to alert scheduling to new referrals. - Post the scheduling team an alert for each new referral with its urgency and referring provider
- Put urgent referrals at the top so they get called first
- Note once a referral has been contacted so it is not worked twice
Done when The scheduling team has today's new-referral alert list in Microsoft Teams.
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 contact the patient or referring office on its own?
No. WebRun creates the intake record and alerts your scheduling team. Any call or message to the patient or referring office is made by your staff.
How does it decide which referrals are urgent?
It reads the reason for referral on the fax itself, such as a new seizure or stroke-like symptoms, and puts those at the top of the scheduling team's alert list.
What if the same referral gets faxed twice?
It checks the existing intake records in Nexus Clinical before creating a new one, so a duplicate fax for a patient already in the queue does not create a second record.
Related templates
Put this on autopilot.
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