Automated DrChrono New Patient Intake Routing
Every morning, WebRun opens DrChrono, finds new patient intake forms submitted since the prior day, reviews each patient's chief complaint, referral source, and insurance, and posts the scheduling team a Slack digest with a provider routing recommendation and next-step action for each new patient.
How do I automatically route new pain management patients to the right provider from DrChrono intake forms?
WebRun opens DrChrono each morning and reviews new patient intake forms submitted in the past 24 hours. It matches each patient's chief complaint and referral source to your provider routing map, then posts the scheduling team a Slack digest with a recommended provider and insurance status flag so every new patient is booked within one business day.
- Every new intake is reviewed and routing-recommended within one business day
- Insurance issues are flagged before a booking attempt is made
- Scheduling team gets a prioritized new patient list in Slack each morning
Built for pain management schedulers · front desk teams · clinic administrators
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
app.drchrono.comin a real browser with your saved login - no setup, no API keys. -
1
DrChrono - pull new patient intake forms
drchrono.com
WebRun opens DrChrono to pull new patient intake forms. - Open DrChrono and filter new patient records created in the past 24 hours
- For each, read the chief complaint, referral source, primary insurance, and any noted diagnoses
- Match against provider specialties (interventional, medication management, physical therapy referral)
- Flag patients with missing or inactive insurance for verification before booking
Done when Every new intake submitted in the past 24 hours has a routing recommendation and insurance status noted.
-
2
Slack - post routing recommendations for scheduling team
slack.com
WebRun opens Slack to post routing recommendations for scheduling team. - Post the new patient routing digest to the scheduling channel
- List each new patient with recommended provider, complaint category, and insurance status
- Flag patients needing insurance verification before an appointment can be booked
Done when Scheduling team has today's new patient routing list in Slack with recommended providers.
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 book the appointment or contact the patient automatically?
No. WebRun posts a routing recommendation to Slack for the scheduling team to act on. Booking the appointment and contacting the patient are left for staff, keeping PHI protected and ensuring a human reviews each new intake before any outreach.
How does it pick the right provider?
WebRun matches the chief complaint and referral source against a routing map you configure (for example, spine-related complaints to the interventional provider, medication management requests to the prescribing physician). You can update the map anytime.
What if a new patient has incomplete intake information?
WebRun flags incomplete intakes as needing follow-up in the Slack digest so the scheduling team knows to contact the patient or referring office before routing.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.