Automated New Patient Intake Chaser for Oral Surgery
Every morning, WebRun opens DSN Software and finds new patients with appointments in the next 72 hours who still have incomplete intake forms, prepares a draft text reminder via Twilio for each patient for staff to review and trigger, and posts a completion worklist to the front-desk Slack channel.
How do I automatically chase new oral surgery patients to complete intake forms?
WebRun checks DSN Software every morning for new oral surgery patients with appointments in the next 72 hours who still have incomplete intake forms, queues draft text reminders via Twilio for staff to review and approve, and posts a sorted intake worklist to Slack. No message reaches a patient without staff sign-off, and repeat non-completers are flagged for priority follow-up.
- No new patient arrives for surgery without a completed intake form
- Clinical team never waits on paperwork on the day of the procedure
- Repeat non-completers flagged for priority staff follow-up automatically
Built for oral surgery front desk teams · oral surgery practice managers · OMS patient coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - find new patients with incomplete intake
dsn.com
WebRun opens DSN Software to find new patients with incomplete intake. - Open DSN Software and review new patient appointments scheduled within the next 72 hours
- Identify patients whose intake forms are incomplete or missing
- Capture patient name, appointment date, appointment type, and which forms are outstanding
Done when All new patients with upcoming appointments and incomplete intake forms are listed with what is missing.
-
2
Twilio - prepare draft intake reminder texts
twilio.com
WebRun opens Twilio to prepare draft intake reminder texts. - Prepare a draft text message for each patient with a link to the intake form portal and a reminder to complete before their appointment
- Queue drafts in Twilio for staff to review and approve before sending
- Never send PHI or clinical details in the text - include only the form link and appointment reminder
Done when Draft text reminders are queued in Twilio for every patient with incomplete intake, pending staff approval.
-
3
Slack - post intake completion worklist
slack.com
WebRun opens Slack to post intake completion worklist. - Post a completion worklist to the front-desk Slack channel listing each patient and the forms still outstanding
- Sort by appointment date so the most urgent (next-day) patients appear first
- Flag patients who have been reminded previously and still have not completed their forms
Done when Front desk has a sorted intake worklist in Slack with all incomplete patients for the next 72 hours.
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 text patients automatically?
No. Text reminders are prepared in Twilio and held in a draft queue. A staff member reviews and approves each one before it is sent, so no PHI or patient communication goes out without human sign-off.
What if a patient completed their forms overnight?
WebRun reads the live intake status in DSN Software each morning, so any patient who completed forms since the last run will not appear on the worklist.
How does it handle patients who were already reminded once?
It flags repeat reminders in the Slack worklist, so staff can prioritize patients who have been nudged previously and still have not completed their intake.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.