Automated Pediatric Referral Status Tracking
Every morning, WebRun opens Office Practicum, reviews all open specialist referrals, updates a Google Sheet tracking list with current status for each patient, and posts a Slack digest to your care coordinator highlighting referrals that are overdue for follow-up.
How can a pediatric practice automatically track specialist referral status?
WebRun reviews all open specialist referrals in Office Practicum every morning, updates a Google Sheet tracker with current status for each patient, and posts a Slack digest to your care coordinator highlighting referrals overdue for follow-up, so every child's specialist visit is tracked from order to completion.
- Every open referral is visible in one sheet so nothing is lost or forgotten
- Care coordinators see overdue referrals in Slack each morning without manually reviewing every chart
- Referral closure rates improve because overdue items are surfaced and actioned promptly
Built for pediatric care coordinators · practice managers · pediatricians · pediatric practices
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
www.officepracticum.comin a real browser with your saved login - no setup, no API keys. -
1
Office Practicum - review open specialist referrals
officepracticum.com
WebRun opens Office Practicum to review open specialist referrals. - Open Office Practicum and navigate to the referral management section
- Pull all open outbound referrals across all providers
- Capture patient name, referring provider, specialist, referral date, visit type, and current status for each
Done when Every open referral is listed with its current details and status.
-
2
Google Sheets - update referral status tracking list
google.com
WebRun opens Google Sheets to update referral status tracking list. - Open the referral tracking sheet
- Update status, specialist name, and days open for each referral
- Flag any referral open more than 14 days without a completed visit as overdue
Done when The referral tracking sheet reflects today's open referral statuses with overdue items flagged.
-
3
Slack - post overdue referral digest to care coordinator
slack.com
WebRun opens Slack to post overdue referral digest to care coordinator. - Post a Slack message to the care coordination channel listing total open referrals and count of overdue items
- Include the top five most overdue referrals by days outstanding with patient names and specialist details
- Include a link to the Google Sheet for the full list
Done when The care coordinator has today's referral digest in Slack.
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 contact the specialist or family about the referral automatically?
No. WebRun only tracks and reports referral status internally. All outreach to specialists or families is handled by your care coordinator based on the Slack digest.
How does it define an overdue referral?
It flags any referral that has been open for more than 14 days without a recorded completed visit or specialist report received in Office Practicum. You can adjust this threshold.
What if the referral was completed but not updated in Office Practicum?
The care coordinator can mark it complete in the Google Sheet or update the status in Office Practicum. On the next morning run, WebRun reads the updated status and removes it from the overdue list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.