Automated DrChrono Procedure Follow-Up Reminder Queue
Every morning, WebRun opens DrChrono, finds patients who had an injection or pain procedure in the past seven to 14 days with no follow-up visit scheduled, drafts a recall reminder for each, and logs the queue to Google Sheets for staff to review and send.
How do I automatically follow up with pain patients after injections or procedures?
WebRun checks DrChrono each morning for patients who had an injection or pain procedure seven to 14 days ago with no follow-up visit scheduled. It drafts a recall reminder for each and logs the queue in Google Sheets for staff to review and approve before any message reaches the patient.
- Every post-procedure patient is identified within 24 hours of the 7-day recall window opening
- Staff review a ready-to-send reminder queue in Google Sheets each morning
- Patients with booked follow-ups are excluded automatically
Built for interventional pain practices · pain management nurses · clinic care coordinators
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 - find post-procedure patients without follow-up
drchrono.com
WebRun opens DrChrono to find post-procedure patients without follow-up. - Open DrChrono and filter appointments by procedure codes for injections and interventional procedures
- Find patients whose procedure date was 7 to 14 days ago
- Check each patient's upcoming appointments for a follow-up visit
- List patients with no follow-up scheduled and note the procedure type and provider
Done when Every post-procedure patient past the 7-day mark and lacking a follow-up visit is identified.
-
2
Google Sheets - log reminder queue for staff review
google.com
WebRun opens Google Sheets to log reminder queue for staff review. - Open the procedure follow-up tracker sheet
- Add a row for each patient with procedure date, type, provider, and a drafted reminder message
- Mark each row as pending-review so staff can approve and send before any message goes out
Done when All post-procedure patients needing follow-up are logged in Google Sheets with a drafted reminder, ready for staff approval.
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 reminder to patients without staff approval?
No. WebRun drafts the reminder and logs it in Google Sheets for staff to review and approve before anything is sent. Patient-facing messages with PHI are never dispatched automatically.
What procedure types does it track?
By default it scans for common pain procedure codes including epidural steroid injections, nerve blocks, and trigger-point injections. You can specify additional codes when you set up the run.
What if the patient already booked a follow-up?
WebRun checks live appointment data in DrChrono each run, so any patient who has already scheduled a follow-up is excluded automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.