Automated MedVision Satisfaction Follow-Ups
Every Monday, WebRun opens MedVision QuickCap, reviews the past week's participant satisfaction survey responses, flags any score below your threshold or a concerning comment, posts a Slack alert to the IDT team, and drafts a personal follow-up note in Outlook for each, left unsent for a social worker to review and send.
How do I follow up with PACE participants after a low satisfaction score?
WebRun reviews PACE participant satisfaction survey responses in MedVision QuickCap every Monday, flags any score below your threshold or a concerning comment, and posts a Slack alert to the IDT team. It then drafts a personal follow-up note in Outlook for each flagged participant, left unsent for a social worker to review and send, so no low score goes unanswered.
- No low satisfaction score sits unanswered past the following Monday
- Social workers get a drafted, concern specific note instead of a blank page
- Concern categories surface as a pattern across participants, not just one at a time
Built for PACE social workers · PACE IDT members · PACE quality directors · PACE program managers
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 - flag low satisfaction scores
medvision-solutions.com
WebRun opens MedVision QuickCap to flag low satisfaction scores. - Open MedVision QuickCap and pull the past week's participant satisfaction survey responses
- Flag any response scoring below your set threshold or containing a concerning comment
- Capture the participant, concern category, and the caregiver or family contact on file
Done when Every low scoring or concerning response this week has been listed with its contact.
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2
Slack - alert the IDT team
slack.com
WebRun opens Slack to alert the IDT team. - Post a weekly alert to the IDT Slack channel listing each flagged response
- Group the list by concern category so patterns across participants are visible
- Tag the assigned social worker for each participant
Done when The IDT team has this week's list of participants needing a follow-up.
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3
Outlook - draft a personal follow-up note
microsoft.com
WebRun opens Outlook to draft a personal follow-up note. - Draft a warm, personal follow-up note for each flagged participant's caregiver or family contact
- Reference the specific concern so the note does not read as generic
- Save every draft unsent in Outlook for the assigned social worker to review, personalize, and send
Done when A ready to review follow-up draft exists for every flagged participant.
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 email the participant's family without review?
No. Every follow-up note is saved as an Outlook draft. The assigned social worker reviews, personalizes, and sends it, so no family facing message goes out unapproved.
What counts as a low satisfaction score?
Any response at or below the threshold you set, or any comment flagged as concerning regardless of its numeric score, so a specific complaint cannot slip through just because the overall rating was average.
Does it identify why a participant is dissatisfied?
It surfaces the concern category and the actual comment text from MedVision QuickCap, but it does not interpret intent. Your social worker still makes the judgment call on how to respond.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.