Route new OT referrals to the right therapist within hours of arrival
Every morning, WebRun opens Fusion Web Clinic, finds all new OT referrals received since yesterday, reads the referral type and patient age, checks therapist availability and specialty, and posts a routing recommendation to Slack for your intake coordinator to confirm and act on.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically route new OT referrals to the right therapist in Fusion Web Clinic?
Every morning, WebRun opens Fusion Web Clinic, finds all new OT referrals received since yesterday, matches each to the best-fit therapist based on specialty and caseload, and posts routing recommendations to Slack. Your intake coordinator confirms each match before any assignment is made in the system.
- New referrals routed to the right therapist the same morning they arrive
- Caseload-aware matching prevents one therapist from being overloaded
- Intake coordinator confirms every assignment, so no patient is placed without review
Built for OT intake coordinators · occupational therapy practice managers · pediatric therapy clinics · outpatient rehab practices
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 new referrals and check therapist availability
fusionwebclinic.com How to Automate Fusion Web Clinic
WebRun opens Fusion Web Clinic to find new referrals and check therapist availability. - Open Fusion Web Clinic and navigate to the referrals or intake section
- Find all new OT referrals received since the previous business day
- Capture patient name, referral source, diagnosis or referral reason, and patient age for each
- Check each therapist's current caseload and listed specialty to identify the best match
Done when Each new referral has a recommended therapist match based on specialty and caseload.
-
2
Slack - post routing recommendation for coordinator review
slack.com How to Automate Slack
WebRun opens Slack to post routing recommendation for coordinator review. - Post a routing recommendation for each new referral listing the patient, referral reason, and suggested therapist
- Include the suggested therapist's current appointment count so the coordinator can judge load
- Leave each recommendation for the intake coordinator to confirm. Do not assign or schedule in Fusion Web Clinic automatically
Done when All new referral routing recommendations are posted in Slack for coordinator review.
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 assign the referral or book the first appointment automatically?
No. WebRun posts a recommendation to Slack and leaves the final assignment to your intake coordinator. Scheduling and assigning a therapist in Fusion Web Clinic is always a human-confirmed step.
How does it pick the recommended therapist?
It reads each therapist's current appointment count and listed specialty in Fusion Web Clinic, then matches the referral reason and patient age to the most available, best-fitting clinician on your team.
What if all therapists are at full capacity?
If no therapist has immediate availability, the routing recommendation will flag the referral as needing waitlist placement and note which therapist has the shortest wait, so your coordinator can set expectations with the referral source.
Related templates
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