Hand off orthodontic referrals to the specialist cleanly
Every morning, WebRun opens Oryx Dental, finds children the provider flagged for an orthodontic referral, gathers the relevant chart notes and images, drafts a complete handoff email to the receiving specialist in Gmail, and holds a suggested consult time on Google Calendar for your team to confirm before anything sends.
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- Under $0.01 per run
- Cancel anytime
How do I automatically hand off orthodontic referrals to a specialist?
WebRun opens Oryx Dental each morning, finds children flagged for an orthodontic referral, and gathers the reason, notes, and receiving specialist. It drafts a complete handoff email in Gmail and places a tentative consult hold on Google Calendar, then leaves both for your team to confirm, so referrals move quickly without sharing records unapproved.
- Referrals reach the specialist complete instead of with missing detail
- A consult time is pre-held so scheduling does not stall
- No records leave the practice without team approval
Built for pediatric dentists · dental office managers · orthodontic referral coordinators · childrens dental clinics
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
portal.oryxdental.comin a real browser with your saved login - no setup, no API keys. -
1
Oryx Dental - gather flagged referral details
oryxdental.com How to Automate Oryx Dental
WebRun opens Oryx Dental to gather flagged referral details. - Open Oryx Dental and list children the provider marked for an orthodontic referral
- Gather the reason for referral, relevant chart notes, and any imaging referenced
- Confirm the receiving specialist named on the referral
- Capture the guardian contact so the specialist has a point of contact
Done when Every flagged child has their referral reason, notes, and specialist gathered.
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2
Gmail - draft the specialist handoff email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the specialist handoff email. - Draft a clear handoff email to the receiving orthodontic specialist for each referral
- Summarize the reason for referral, key findings, and the child's first name and age
- Note that imaging and records are available on request rather than attaching them
- Save each email as an unsent Gmail draft. Do not send any referral automatically
Done when A complete handoff email is drafted, unsent, for every flagged referral.
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3
Google Calendar - hold a suggested consult time
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to hold a suggested consult time. - Open the practice Google Calendar and find a suitable suggested consult window
- Place a tentative hold noting the child's first name and the referral
- Keep the hold internal so nothing is confirmed with the family yet
- List each referral with its suggested time for the team to finalize
Done when Each referral has a suggested consult hold on the calendar for the team to confirm.
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 referrals to the specialist automatically?
No. Every handoff email is saved as a Gmail draft and the consult time is only a tentative internal hold. Your team reviews and sends each referral, so no protected health information leaves the practice without approval.
Does it attach the child's imaging and records?
No. The draft notes that imaging and records are available on request rather than attaching them, so your team controls exactly what is shared and with whom when the referral is released.
How does it know which child needs a referral?
It lists only children the provider explicitly flagged for an orthodontic referral in Oryx Dental, then gathers the reason and notes for each, so nothing is referred that a clinician did not mark.
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