Automated OPIE Software New Referral Intake Routing
Every morning, WebRun opens OPIE Software, reviews referrals received since the previous run, logs each to a Google Sheet intake tracker with patient, referring physician, device category, and insurance, then posts clinician assignments to Slack so the right practitioner knows about their new patient before the front desk makes the scheduling call.
How do I automatically route new O&P referrals from OPIE Software to the right clinician?
WebRun reviews OPIE Software every morning for new referrals received overnight, logs each one to a Google Sheet intake tracker with patient details, device category, and payer, and posts clinician routing assignments to Slack. Your team sees new patients assigned and logged within minutes of arriving without manually scanning OPIE for pending intake.
- New referrals are logged and routed within minutes of the morning run instead of sitting unreviewed
- Clinicians see their new patient assignments in Slack before they start the day
- A complete intake log in Google Sheets gives the practice manager a running referral pipeline view
Built for O&P practice managers · patient care coordinators · prosthetics and orthotics intake teams
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 new referrals received since last run
opiesoftware.com
WebRun opens OPIE Software to pull new referrals received since last run. - Open OPIE Software and filter for referrals received since the previous morning
- Capture patient name, referring physician, device category (prosthetics or orthotics), payer, and urgency flag for each
Done when Every new referral since the last run is captured with its key intake details.
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2
Google Sheets - log referral details to intake tracker
google.com
WebRun opens Google Sheets to log referral details to intake tracker. - Open the referral intake tracker spreadsheet
- Add a row for each new referral with patient details, device category, payer, and date received
- Mark each row as pending assignment until confirmed in Slack
Done when Every new referral is logged in the intake sheet with full intake details.
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3
Slack - post clinician routing assignments
slack.com
WebRun opens Slack to post clinician routing assignments. - Post each new referral to the intake channel with patient category and suggested clinician assignment
- Flag urgent or complex cases so the practice manager can review the routing before the patient is contacted
Done when Clinicians and the practice manager see new referral assignments in Slack within minutes of the morning run.
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 referring physician or patient automatically?
No. WebRun logs and routes internally to Slack and Google Sheets. Any communication with the patient or referring provider requires a staff member to initiate it.
How does it match a referral to the right clinician?
WebRun uses the device category (prosthetics vs. orthotics) and any specialty notes in the OPIE referral record to suggest an assignment. Your practice manager can confirm or reassign in Slack.
What if OPIE receives a referral after the morning run?
The next morning's run will catch any referrals received after the cutoff. For urgent same-day routing, ask WebRun to run on a shorter interval such as every few hours.
Related templates
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