Automated Optometry Morning Huddle Digest
Every morning, WebRun opens RevolutionEHR, reads today's full appointment schedule, identifies open slots, flags patients with special notes or equipment pre-reqs, and posts a concise morning huddle digest to your practice Slack channel so every team member arrives prepared.
How do I automatically send a morning schedule huddle digest to my optometry team?
WebRun opens RevolutionEHR every morning, reads the day's full appointment schedule, counts open slots and confirmed patients, flags any appointments needing special prep, and posts a concise huddle digest to your practice Slack channel. The whole team is aligned before the first patient walks in, with no clinical data shared externally.
- Every team member arrives knowing the day's patient count, open slots, and prep needs
- No patient clinical information is shared outside your EHR
- The team replaces a manual morning meeting with a two-minute Slack read
Built for optometry practice managers · optometrists · front desk coordinators · optical technicians
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.revolutionehr.comin a real browser with your saved login - no setup, no API keys. -
1
RevolutionEHR - read today's schedule and surface prep notes
revolutionehr.com
WebRun opens RevolutionEHR to read today's schedule and surface prep notes. - Open RevolutionEHR and load today's full appointment schedule across all providers
- Count total appointments, open slots, and confirmed versus unconfirmed patients
- Flag any patient with a special note, recall flag, new patient status, or equipment pre-requisite
- Note the busiest hour and any provider gaps or double-bookings
Done when Today's schedule is summarized with totals, open slots, and a list of flagged patients with their notes.
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2
Slack - post the morning huddle digest to the team
slack.com
WebRun opens Slack to post the morning huddle digest to the team. - Post the morning huddle digest to the practice Slack channel
- Include: today's date, total patients, open slots, confirmed count, and a bullet list of flagged patients
- Add a brief prep note for any special equipment or procedure scheduled
- Keep the message concise so staff can read it in under two minutes
Done when The morning huddle digest is live in Slack before the first appointment of the day.
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 it post any patient clinical information to Slack?
No. The digest includes only operational scheduling details: appointment counts, open slots, confirmed status, and brief prep flags. No clinical notes, diagnoses, or protected health data are posted to Slack.
Can it cover multiple providers or exam lanes?
Yes. WebRun reads the full schedule across all providers in RevolutionEHR and can break the digest down by provider or lane if that format is more useful for your team.
What time does the digest post?
By default the digest posts at 7:45 AM, before most practices open. You can adjust the run time during setup to suit your office hours.
Related templates
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Turn it on in minutes - or have our team set it up for you.