Automated MedVision Level of Care Recert Reminders
Every Monday, WebRun opens MedVision QuickCap, finds every participant whose level of care recertification is due within 60 days, logs the schedule to a Google Sheet sorted by urgency, and drafts a recertification packet request in Outlook to each participant's physician, left unsent for the care coordinator to send.
How do I track PACE level of care recertification deadlines?
WebRun checks MedVision QuickCap every Monday for PACE participants whose level of care recertification expires within 60 days, logs the schedule to Google Sheets sorted by urgency, and drafts a physician packet request in Outlook once a certification is within 30 days of expiring. Every draft stays unsent for the care coordinator to review, so no recertification deadline is missed.
- No level of care recertification lapses because the 60 day window is checked every Monday
- Physician requests are drafted with 30 days of lead time instead of a last minute scramble
- Coordinators review a ready to send request instead of writing one from scratch
Built for PACE care coordinators · PACE enrollment specialists · PACE clinical directors · PACE compliance staff
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 - find recertifications due within 60 days
medvision-solutions.com
WebRun opens MedVision QuickCap to find recertifications due within 60 days. - Open MedVision QuickCap and list active participants by their current level of care certification expiry date
- Filter for certifications expiring within the next 60 days
- Capture the participant, attending physician, and exact expiry date for each
Done when Every participant with a recertification due within 60 days is listed with an expiry date and physician.
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2
Google Sheets - log the recertification schedule
google.com
WebRun opens Google Sheets to log the recertification schedule. - Open the Level of Care Recertification tracker
- Append each upcoming recertification as a row with the expiry date and physician
- Sort by expiry date, soonest first
- Flag any participant within 15 days of expiry in a separate urgency column
Done when The tracker shows every upcoming recertification sorted by urgency.
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3
Outlook - draft physician packet requests
microsoft.com
WebRun opens Outlook to draft physician packet requests. - Draft a recertification packet request to each participant's attending physician for certifications expiring within 30 days
- Include the current certification expiry date and the documentation needed to recertify
- Save every draft unsent in Outlook for the care coordinator to review and send
Done when A ready to review physician request draft exists for every recertification due within 30 days.
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 the physician request without a coordinator reviewing it?
No. Every physician request is saved as an Outlook draft. Your care coordinator reviews and sends each one, so no clinical request goes out unapproved.
How far ahead does it flag an expiring certification?
It tracks certifications expiring within 60 days and starts drafting physician requests once a certification is within 30 days of expiry, so there is real lead time to recertify.
What happens if a participant loses their level of care eligibility?
WebRun only tracks the deadline and drafts the request. Any eligibility determination and next step is made by your clinical and enrollment staff, not by WebRun.
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