Automated OPIE Software Fitting Appointment Reminders
Every evening, WebRun opens OPIE Software, finds every fitting appointment scheduled for tomorrow, drafts a personalized reminder for each patient including appointment time, clinician, and preparation notes, and saves the drafts in Gmail for a staff member to review and send before the workday starts.
How do I automatically draft fitting appointment reminders for O&P patients?
WebRun checks OPIE Software every evening for fitting appointments scheduled for the next day, drafts a personalized reminder for each patient with appointment time, clinician, device type, and preparation notes, and queues the drafts in Gmail. Staff review and send the messages each morning, cutting no-shows without skipping the human-approval step for patient outreach.
- Every fitting appointment has a personalized reminder draft ready before the workday starts
- Staff spend seconds reviewing and sending instead of drafting each message manually
- Patients arrive prepared because reminders include device-specific instructions
Built for O&P front-desk staff · patient care coordinators · prosthetics and orthotics practices
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.opiesoftware.comin a real browser with your saved login - no setup, no API keys. -
1
OPIE Software - pull tomorrow's fitting appointments
opiesoftware.com
WebRun opens OPIE Software to pull tomorrow's fitting appointments. - Open OPIE Software and navigate to the schedule for tomorrow
- Filter to fitting and delivery appointments
- Capture patient name, appointment time, clinician, device type, and any preparation instructions in the record
Done when Every fitting appointment scheduled for tomorrow is captured with patient contact and appointment details.
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2
Gmail - queue personalized reminder drafts for review
gmail.com
WebRun opens Gmail to queue personalized reminder drafts for review. - Draft a personalized reminder for each patient naming the appointment time, clinician, and device type
- Include any preparation instructions noted in OPIE (such as what to wear or bring)
- Save each message as a Gmail draft with a clear subject line for easy staff review. Do not send without approval
Done when One Gmail draft reminder exists per patient with a fitting appointment tomorrow, ready for staff to review and send.
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 reminders go out to patients automatically?
No. Every reminder is saved as a Gmail draft for a staff member to review and send. Patient messages containing appointment or health details are never sent without human approval.
Can it include device-specific preparation notes?
Yes. WebRun reads any preparation instructions or notes recorded in the OPIE appointment and includes them in the draft so patients arrive prepared for their fitting.
What happens if a patient has no email address in OPIE?
WebRun flags those patients in the session log so staff can call or text them directly. No patient with an upcoming fitting is silently missed.
Related templates
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