Automated Oral Surgery Recall Reminders
Every Monday, WebRun opens DSN Software and finds patients whose recall or post-operative follow-up appointment is due within the next 14 days, drafts a personalized reminder message in Gmail for each patient for staff review, and logs every outreach to a Google Sheet for tracking.
How do I automate oral surgery recall reminders without sending patient messages automatically?
WebRun opens DSN Software every Monday, finds patients whose recall or post-op follow-up falls within 14 days, drafts a personalized reminder in Gmail for each one for staff review, and logs every outreach to a Google Sheet. No messages are sent without staff approval, keeping the recall cycle running with full oversight.
- Recall-due patients identified and drafted for outreach before the week starts
- Zero patient messages sent without staff review
- Full outreach log maintained automatically in Google Sheets
Built for oral surgery practices · oral and maxillofacial surgeons · dental surgical scheduling 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
www.dsn.comin a real browser with your saved login - no setup, no API keys. -
1
DSN Software - find patients with recall due
dsn.com
WebRun opens DSN Software to find patients with recall due. - Open DSN Software and navigate to the recall or recare module
- Filter for patients with recall or follow-up dates falling within the next 14 days
- Capture patient name, procedure history, recall type, and due date for each
Done when All patients with upcoming recall dates are listed with their procedure context.
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2
Gmail - draft recall reminder messages
gmail.com
WebRun opens Gmail to draft recall reminder messages. - Draft a personalized recall reminder message for each patient, referencing their procedure type
- Include a prompt to call the office or use the online booking link to schedule
- Leave every draft unsent in Gmail for a staff member to review and send - no messages are sent automatically
Done when A draft recall reminder exists in Gmail for every due patient, pending staff approval.
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3
Google Sheets - log outreach for tracking
google.com
WebRun opens Google Sheets to log outreach for tracking. - Append a row to the recall tracking sheet for each patient contacted this run
- Log patient name, recall type, due date, and draft status
- Mark the timestamp so staff can see when the outreach was prepared
Done when The recall tracking sheet is updated with this week's outreach batch.
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 reminder messages to patients on its own?
No. Every message is drafted in Gmail and held unsent until a staff member reviews and approves it. No patient communication leaves the practice without human sign-off.
Which patients does it include in the recall list?
It pulls anyone whose recall or post-op follow-up date falls within the next 14 days in DSN Software, so the list covers upcoming due dates rather than already-overdue patients.
How do we track who was contacted?
Each patient processed is appended to a Google Sheet with their name, recall type, due date, and draft status, giving the front desk a running log of every outreach batch.
Related templates
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