Automated Dental Referral Tracking for Oral Surgery
Every Monday, WebRun opens DSN Software, reviews all open referrals from referring dentists, updates the referral status tracker in Google Sheets with current appointment and procedure status, and posts a weekly referral pipeline summary to the Slack channel for the referral coordinator.
How can I automatically track oral surgery referrals from dentists?
WebRun opens DSN Software every Monday, reviews all open referrals from dentist partners, updates the referral status tracker in Google Sheets with current appointment and procedure status, and posts a pipeline summary to Slack. Stale referrals open more than 14 days are flagged for coordinator follow-up, keeping every referring partner informed.
- Every open dentist referral has a current status every Monday morning
- Stale referrals older than 14 days flagged before referring dentists notice silence
- Referral pipeline visible in a single Google Sheet by referring partner
Built for oral surgery referral 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.
-
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 - review open referral pipeline
dsn.com
WebRun opens DSN Software to review open referral pipeline. - Open DSN Software and navigate to the referral management or patient source module
- Pull all open referrals from external dentists and note current status: contacted, scheduled, treated, or pending
- Capture referring dentist name, patient name, referral date, referred procedure, and current status
Done when All open referrals from dentist partners are listed with their current status and procedure details.
-
2
Google Sheets - update referral status tracker
google.com
WebRun opens Google Sheets to update referral status tracker. - Update the referral tracker sheet with the current status for each open referral
- Add new referrals received since last Monday as new rows
- Flag any referral that has been open for more than 14 days without a scheduled appointment
Done when The referral tracker is up to date with all open referrals, statuses, and stale-referral flags.
-
3
Slack - post pipeline summary to referral coordinator
slack.com
WebRun opens Slack to post pipeline summary to referral coordinator. - Post a weekly referral pipeline summary to the referral coordinator Slack channel
- Include total open referrals, new referrals this week, and count of referrals pending scheduling
- List any stale referrals (open more than 14 days) for follow-up
Done when Referral coordinator has this week's pipeline summary with stale referral flags in Slack.
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 referral status updates to the referring dentist automatically?
No. WebRun updates the internal tracker and alerts your referral coordinator in Slack. Any communication sent to referring dentists is prepared by staff, ensuring clinical accuracy before outreach.
How does it know which referrals are stale?
It flags any open referral that has not progressed to a scheduled appointment within 14 days, surfacing them in the Slack summary so the coordinator can follow up before the referring dentist loses confidence.
Can it track referrals from multiple dental practices at once?
Yes. WebRun pulls all open referrals from DSN Software regardless of the referring practice, grouping them by referring dentist in the Google Sheet so the coordinator can see the pipeline by partner.
Related templates
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