Nextech Automated Provider Utilization Report
Every Monday, WebRun opens Nextech and pulls the prior week's appointment data by provider, calculates each provider's scheduled versus available slots, no-show rate, and procedure mix, logs the full report to Google Sheets, and posts a concise summary to Slack so practice leadership has clear utilization data for scheduling decisions.
How can I automatically track ophthalmology provider scheduling utilization each week?
Every Monday WebRun pulls the prior week's Nextech scheduling data, calculates each provider's utilization rate and no-show percentage, and logs the full breakdown to Google Sheets. Practice leadership gets a concise Slack summary with under-utilized and at-capacity providers highlighted, ready for the weekly scheduling review.
- Leadership has a weekly utilization report before Monday scheduling reviews without manual data pulls
- Under-utilized providers and at-capacity bottlenecks are flagged automatically each week
- Scheduling decisions are based on accurate prior-week completion data rather than estimates
Built for ophthalmology practice managers · medical directors · practice administrators · scheduling coordinators
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.nextech.comin a real browser with your saved login - no setup, no API keys. -
1
Nextech - pull prior week appointment data by provider
nextech.com
WebRun opens Nextech to pull prior week appointment data by provider. - Open Nextech and navigate to the scheduling or practice analytics section
- Pull the prior week's appointment data filtered by provider
- Capture scheduled slots, completed visits, no-shows, cancellations, and appointment types for each provider
- Calculate utilization rate as completed visits divided by scheduled slots for each provider
Done when Prior week utilization data is captured for every active provider with slot and completion counts.
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2
Google Sheets - log provider utilization report
google.com
WebRun opens Google Sheets to log provider utilization report. - Append the weekly utilization data to the Provider Utilization Report sheet
- Include columns for provider, scheduled slots, completed, no-shows, utilization rate, and procedure mix
- Highlight providers with utilization below 70 percent as Under-Utilized and above 95 percent as At Capacity
Done when The Google Sheets report shows last week's provider utilization with capacity flags for each provider.
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3
Slack - post weekly utilization summary
slack.com
WebRun opens Slack to post weekly utilization summary. - Post a weekly utilization summary to the practice leadership Slack channel
- Include the top and bottom utilization rates with provider names
- Link to the full Google Sheets report for detail
- Do not include patient names or clinical details in the Slack message
Done when Practice leadership has this week's provider utilization summary in Slack before Monday's scheduling 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
Does this report include any patient information?
No. The report contains only scheduling and utilization metrics aggregated by provider: slot counts, completion rates, and procedure type totals. No patient names or health information appear in any output.
How is provider utilization calculated?
WebRun divides completed visits by total scheduled slots for each provider over the prior week, expressed as a percentage. Providers below 70 percent are flagged as Under-Utilized and those above 95 percent as At Capacity.
Can it include surgical procedure data alongside clinic visit data?
Yes. WebRun reads all appointment types from Nextech including surgical blocks, so the procedure mix column in the report shows the split between clinic visits, surgical cases, and other appointment types for each provider.
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