Automated MedVision Care Plan Review Reminders
Every Monday, WebRun opens MedVision QuickCap, finds every participant whose semi-annual care plan review falls due in the next 30 days, posts a Slack worklist so the IDT can schedule the reassessment, and drafts a review scheduling email in Outlook for each family, left unsent for staff review.
How do I track semi-annual PACE care plan review deadlines?
WebRun checks MedVision QuickCap every Monday for participants whose semi-annual care plan review is due within 30 days, then posts the IDT a Slack worklist grouped by urgency with the care coordinator tagged. For reviews due within 14 days, it drafts a scheduling email in Outlook and leaves it unsent, so no family is contacted without coordinator approval.
- No semi-annual review deadline slips past without the IDT knowing 30 days out
- Care coordinators get a ready to send scheduling draft instead of starting from scratch
- Reviews already booked are skipped automatically so the worklist stays accurate
Built for PACE care coordinators · IDT members · PACE program directors · PACE nurses
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 reviews due within 30 days
medvision-solutions.com
WebRun opens MedVision QuickCap to find reviews due within 30 days. - Open MedVision QuickCap and list active participants by their last care plan review date
- Filter for participants whose semi-annual review is due within the next 30 days
- Capture the participant name, primary care coordinator, and exact due date for each
Done when Every participant due for a semi-annual review within 30 days is listed with a due date and coordinator.
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2
Slack - alert the IDT with a worklist
slack.com
WebRun opens Slack to alert the IDT with a worklist. - Post a Monday worklist to the IDT Slack channel grouped into due within 7, 14, and 30 days
- At mention the assigned care coordinator for each participant due within 7 days
- Flag any participant whose last review is already overdue
Done when The IDT has this week's semi-annual review worklist in Slack with owners tagged.
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3
Outlook - draft family scheduling emails
microsoft.com
WebRun opens Outlook to draft family scheduling emails. - Draft a scheduling email to each family whose participant's review is due within 14 days
- Include the review purpose and a request for two or three times that work for the family
- Save every draft unsent in Outlook for the care coordinator to review before it goes out
Done when A draft scheduling email is ready for every family with a review due within 14 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 schedule the review or contact the family without approval?
No. WebRun only drafts the scheduling email in Outlook and leaves it unsent. Your care coordinator reviews it, picks a time, and sends it.
How far ahead does it flag an upcoming review?
It flags participants due within 30 days and breaks the Slack worklist into 7, 14, and 30 day groups, so the most urgent reviews surface first.
What if a review is already scheduled in MedVision QuickCap?
It checks each participant's scheduling status before adding them to the worklist, so anyone with a review already booked is skipped.
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