Never miss a plan-of-care recertification deadline
Every morning, WebRun opens Fusion Web Clinic, identifies children whose plans of care expire within 30 days, logs them to a Google Sheet due list, drafts recertification communications for therapist and family review, and posts a deadline-ranked summary to Slack so the clinical team never misses a recert.
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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
app.fusionwebclinic.comin a real browser with your saved login - no setup, no API keys. -
1
Fusion Web Clinic - find plans of care due for recertification
fusionwebclinic.com How to Automate Fusion Web Clinic
WebRun opens Fusion Web Clinic to find plans of care due for recertification. - Open Fusion Web Clinic and navigate to patient records or plan-of-care section
- Filter for children whose active plan of care expires within 30 days
- Capture child name, therapist, plan type, expiry date, and payer for each
- Flag any plans expiring in 7 days or fewer as critical
Done when All plans of care due for recertification within 30 days are listed with therapist and payer details.
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2
Google Sheets - log to recertification due list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log to recertification due list. - Open the plan-of-care recertification tracking Google Sheet
- Append or update a row for each identified child with expiry date, therapist, and payer
- Mark critical rows (expiring within 7 days) with a status flag
- Record the date the check was last run
Done when The recertification tracker sheet is up to date with all upcoming due dates.
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3
Gmail - draft recertification notices for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft recertification notices for review. - Draft a recertification reminder for each child's assigned therapist outlining the due date and required steps
- Draft a family-facing notice informing the family that a recertification evaluation is due soon
- Leave all drafts unsent for clinical staff review before sending
- Do not send any draft to families or payers without staff approval
Done when Internal and family-facing recertification draft notices are staged in Gmail for staff review.
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4
Slack - alert clinical team with deadline summary
slack.com How to Automate Slack
WebRun opens Slack to alert clinical team with deadline summary. - Post the day's recertification due list to the clinical team Slack channel
- Sort by urgency, with critical items (under 7 days) at the top
- Include each child's name, therapist, and expiry date
- Include a link to the Google Sheet for the full tracker
Done when Clinical team has today's recertification deadline list in Slack, sorted by urgency.
How do I track pediatric therapy plan-of-care recertification deadlines automatically?
WebRun checks Fusion Web Clinic every morning for pediatric therapy plans of care expiring within 30 days, logs them to a Google Sheet tracker, stages draft recertification notices in Gmail for clinical staff review, and posts an urgency-ranked due list to Slack so no plan expires before treatment can continue.
- No plan-of-care deadline is missed because the tracker runs every morning
- Clinical team sees a prioritized recert due list in Slack before the workday begins
- Draft notices are ready for review so staff spend minutes approving, not hours drafting
Built for pediatric occupational therapy clinics · pediatric speech therapy practices · pediatric physical therapy offices · multi-discipline pediatric therapy centers
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 recertification notices to families or payers automatically?
No. All family-facing and payer-facing drafts are staged in Gmail and left unsent for a staff member to review and approve. No communication leaves the practice without human sign-off.
How far ahead does it warn about upcoming recertification deadlines?
WebRun flags plans of care expiring within 30 days each morning and escalates those expiring within 7 days as critical at the top of the Slack list.
What if a plan of care was already recertified in Fusion Web Clinic?
WebRun reads live plan-of-care data from Fusion Web Clinic each morning, so any plan already recertified with a new expiry date is automatically excluded from the due list.
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