Fusion Web Clinic OT Documentation Completion Chaser
Every evening, WebRun opens Fusion Web Clinic, identifies all OT session notes from today that are unsigned or flagged as incomplete, groups them by therapist, and posts a Slack summary so the clinical team can close out documentation before billing processes.
How do I automatically chase incomplete OT session notes in Fusion Web Clinic?
WebRun opens Fusion Web Clinic every evening, finds all unsigned or incomplete OT session notes from the day, and posts a per-therapist list to Slack. The clinical team sees exactly who has outstanding documentation before billing runs, so claims are not delayed by missing notes.
- Outstanding notes flagged every evening before billing closes, not days later
- Per-therapist grouping means each clinician sees only their own outstanding items
- Fewer claim delays caused by missing or unsigned documentation
Built for OT clinical supervisors · occupational therapy practice managers · therapy billing teams · outpatient rehab clinics
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
fusionwebclinic.comin a real browser with your saved login - no setup, no API keys. -
1
Fusion Web Clinic - find unsigned and incomplete session notes
fusionwebclinic.com
WebRun opens Fusion Web Clinic to find unsigned and incomplete session notes. - Open Fusion Web Clinic and navigate to the daily notes or documentation section
- Filter to today's OT appointments with notes that are unsigned, in draft, or missing
- Capture patient name, appointment time, and note status for each outstanding item
- Group the results by treating therapist
Done when Every incomplete or unsigned note from today is listed and grouped by therapist.
-
2
Slack - post per-therapist documentation chase list
slack.com
WebRun opens Slack to post per-therapist documentation chase list. - Post a grouped summary to the clinical channel showing each therapist and their outstanding notes count
- List the patient names and appointment times under each therapist's section
- Leave the message for therapists to action. Do not modify, sign, or submit any notes automatically
Done when Therapists have their outstanding note list in Slack before end of 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
Will it sign or submit session notes automatically?
No. WebRun only identifies incomplete notes and posts the list to Slack. Signing and submitting clinical documentation is always done by the licensed therapist, never by the automation.
How does it handle notes that were completed after hours?
WebRun reads the live note status in Fusion Web Clinic at run time, so any note completed before the evening run will not appear on the chase list.
Can it track notes from previous days too?
The default run covers today's appointments. You can extend the lookback window during setup to catch multi-day gaps, useful after weekends or holidays.
Related templates
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