Automated Oral Surgery Care Gap Outreach Drafts
Every Monday, WebRun opens DSN Software and identifies patients with a care gap: a recommended follow-up implant restoration, bone graft, or post-surgical consult that is overdue. It drafts a care-gap outreach email for each patient in Mailchimp for clinician review, and posts the care-gap list to Slack so the clinical coordinator can prioritize outreach.
How do I automatically identify and reach oral surgery patients with care gaps?
WebRun scans DSN Software every Monday for patients with an overdue follow-up procedure such as an implant restoration or post-surgical consult, drafts a general care-gap outreach email in Mailchimp for each one for clinician review, and posts a sorted care-gap list to the clinical coordinator in Slack. No email reaches a patient without clinical approval.
- Overdue follow-up procedures identified every Monday without manual chart review
- Care-gap outreach drafted and held for clinician approval before any patient is contacted
- Most delayed patients prioritized first so clinical risk is managed proactively
Built for oral surgery clinical coordinators · oral and maxillofacial surgery practices · OMS practice managers
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.dsn.comin a real browser with your saved login - no setup, no API keys. -
1
DSN Software - identify patients with overdue follow-up procedures
dsn.com
WebRun opens DSN Software to identify patients with overdue follow-up procedures. - Open DSN Software and review treatment plans with a recommended next procedure that has no scheduled appointment
- Filter for patients where the recommended follow-up is more than 60 days past the originally planned date
- Capture patient name, original procedure, recommended follow-up, and days overdue
Done when All patients with an overdue follow-up procedure are listed with the specific care gap and days overdue.
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2
Mailchimp - draft care-gap outreach emails for review
mailchimp.com
WebRun opens Mailchimp to draft care-gap outreach emails for review. - Draft a care-gap outreach email for each patient noting that a follow-up appointment may be due
- Keep the message general and warm without including specific clinical details or diagnosis information
- Save each draft in Mailchimp for clinician review and approval before sending - never send without clinical sign-off
Done when A draft care-gap outreach email exists in Mailchimp for each patient, pending clinician review.
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3
Slack - post care-gap list to clinical coordinator
slack.com
WebRun opens Slack to post care-gap list to clinical coordinator. - Post the care-gap list to the clinical coordinator Slack channel with patient names, care gap type, and days overdue
- Sort by days overdue so the most delayed follow-ups appear first
- Note the total count so the coordinator can plan outreach capacity for the week
Done when Clinical coordinator has a sorted care-gap list in Slack with the total count of patients needing outreach.
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 send care-gap emails to patients without clinical approval?
No. Every care-gap outreach email is drafted in Mailchimp and held for clinician review. A clinical team member must approve each message before any patient is contacted, ensuring clinical appropriateness and HIPAA compliance.
Does the outreach email mention the patient's specific diagnosis or procedure details?
No. Drafts are kept general and warm, suggesting only that a follow-up appointment may be due and prompting the patient to call the office. Specific clinical details are never included in the email.
How does it decide which follow-up procedures count as a care gap?
WebRun flags any treatment plan recommendation in DSN Software where the follow-up procedure has no scheduled appointment and is more than 60 days past the originally planned date.
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