Automated Pediatric Therapy Referral Loop Closure
Every week, WebRun opens Fusion Web Clinic and finds patients whose referring physician has not received a progress update or evaluation summary within the past 30 days, drafts a referral loop closure note to each referral source for the assigned therapist to review and send, and posts the outstanding referral list to Slack so no referring relationship goes dark.
How do I automatically close the referral loop with referring physicians in a pediatric therapy practice?
WebRun checks Fusion Web Clinic every week for patients whose referring physicians have not received a clinical update in the past 30 days, drafts a professional loop closure note to each referral source for the assigned therapist to review and send, and posts the outstanding referral list to Slack to keep every referring relationship warm.
- Every referring physician receives a timely update, strengthening the referral relationship
- Therapists review a ready-to-send draft in minutes rather than composing clinical updates from scratch
- No referring physician goes dark because the tracker runs weekly against live Fusion Web Clinic data
Built for pediatric occupational therapy practices · pediatric speech therapy clinics · pediatric physical therapy offices · pediatric therapy clinic owners and directors
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 - identify patients with open referral loop needing closure
fusionwebclinic.com
WebRun opens Fusion Web Clinic to identify patients with open referral loop needing closure. - Open Fusion Web Clinic and navigate to patient records
- Identify patients with a referring physician on file who have not received an update in the past 30 days
- Capture the child name, referring physician name and contact, assigned therapist, and date of last update
- Note whether an evaluation or progress report has been completed that should be shared
Done when All patients with an open referral loop needing closure are identified with referring physician details.
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2
Gmail - draft referral loop closure note for therapist review
gmail.com
WebRun opens Gmail to draft referral loop closure note for therapist review. - Draft a brief, professional referral loop closure email to each referring physician
- Include the child name, therapy type, a summary of progress or evaluation findings, and any recommended next steps
- Leave every draft unsent for the assigned therapist to review, add clinical detail, and send
- Do not send any referral communication without therapist approval
Done when A referral loop closure draft is staged in Gmail for each outstanding referral, ready for therapist review.
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3
Slack - post outstanding referral list for clinical team
slack.com
WebRun opens Slack to post outstanding referral list for clinical team. - Post the weekly outstanding referral list to the clinical team Slack channel
- Include the child name, referring physician, assigned therapist, and days since the last update
- Note how many Gmail drafts are staged and ready for therapist review and sending
Done when Clinical team has this week's outstanding referral list in Slack with counts of ready drafts.
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 clinical updates to referring physicians without a therapist reviewing them first?
No. Every referral loop closure note is drafted and left unsent in Gmail for the assigned therapist to review, add clinical detail, and approve. No clinical information is sent to a referring physician without therapist sign-off.
Which patients are included in the referral loop closure run?
WebRun includes patients who have a referring physician recorded in Fusion Web Clinic and who have not received an update from the practice in the past 30 days, such as after a completed evaluation or after several sessions of progress.
How does consistent referral loop closure help the practice?
Referring physicians who receive timely updates are more likely to send future patients. Closing the loop positions the practice as a reliable clinical partner and supports a steady referral pipeline over time.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.