Automated MedVision IDT Meeting Notes Digest
Every Monday, WebRun opens MedVision QuickCap, reads the interdisciplinary team notes and action items logged for each participant, builds a running log in Google Sheets, and posts a Slack digest so the IDT knows exactly who owns each follow up this week.
How do I turn PACE IDT meeting notes into a weekly team action list?
WebRun reads the interdisciplinary team notes logged in MedVision QuickCap every Monday, pulls out each participant's new action items and follow up owners, and logs them to a Google Sheet tracker. It then posts a Slack digest grouped by discipline with owners tagged, so nursing, social work, and therapy always know what this week's IDT expects of them.
- Every IDT action item has an owner and a due date instead of living only in meeting notes
- Discipline leads get their weekly follow ups in Slack within minutes of the run
- No participant's care plan follow up is forgotten between IDT meetings
Built for PACE program directors · IDT coordinators · PACE nurses · PACE social workers
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
quickcap.medvision-solutions.comin a real browser with your saved login - no setup, no API keys. -
1
MedVision QuickCap - read IDT meeting notes
medvision-solutions.com
WebRun opens MedVision QuickCap to read IDT meeting notes. - Open MedVision QuickCap and go to the interdisciplinary team notes for the week
- Read each participant's IDT note for new action items, changes in condition, and follow up owners
- Capture the participant name, discipline, action item, and target date for each note
Done when Every IDT note from the week has been read and its action items captured.
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2
Google Sheets - log action items by participant
google.com
WebRun opens Google Sheets to log action items by participant. - Open the IDT Action Tracker sheet
- Append each new action item as a row with the participant, owner, and target date
- Mark items from prior weeks as done when QuickCap shows them resolved
- Sort open items by target date, soonest first
Done when The tracker reflects every open IDT action item with an owner and a target date.
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3
Slack - post the weekly IDT digest
slack.com
WebRun opens Slack to post the weekly IDT digest. - Post a weekly digest to the IDT Slack channel grouped by discipline: nursing, social work, therapy, and dietary
- At mention the owner of each open action item due in the next 7 days
- Link to the full Google Sheet tracker for the complete list
Done when Every discipline lead has this week's action items in Slack with an owner tagged.
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
Does it change anything in a participant's care plan?
No. WebRun only reads the IDT notes already entered in MedVision QuickCap and organizes the action items into a tracker and a digest. Every clinical decision and care plan edit stays with the IDT.
Will action items get lost between meetings?
No. Each item stays on the tracker with its owner and target date until QuickCap shows it resolved, so nothing quietly drops off the list between weekly meetings.
Does it share participant details outside the team?
No. The digest posts only to your internal IDT Slack channel. Nothing about a participant's health or care plan leaves your organization's own tools.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.