Panda Perio Automated Clearance Requests
Every morning, WebRun opens Panda Perio, finds surgical patients booked in the next two weeks whose medical history flags a need for physician clearance, drafts a clearance request letter to each physician in Gmail, logs each request in a Google Sheets tracker, and leaves every letter unsent for your team to review and approve.
How do I automatically draft medical clearance requests before periodontal surgery?
WebRun opens Panda Perio each morning, finds surgical patients booked in the next two weeks whose history flags a need for physician clearance, and drafts a clearance request to each physician in Gmail. It logs each request in Google Sheets and leaves every letter unsent for your team to approve, so clearance is in hand before surgery.
- Clearance requests drafted two weeks before surgery
- No surgical case arrives without clearance tracked
- All physician letters human-approved before sending
Built for periodontists · surgical dental practices · clinical coordinators · oral surgery teams
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
www.pandaperio.comin a real browser with your saved login - no setup, no API keys. -
1
Panda Perio - find patients needing clearance
pandaperio.com
WebRun opens Panda Perio to find patients needing physician clearance. - Open Panda Perio and list surgical cases booked in the next two weeks
- Read each patient's medical history for conditions or medications that call for physician clearance
- Capture the physician on file, the relevant conditions, and the planned procedure and date
Done when Every upcoming surgical patient needing clearance is listed with their physician and condition.
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2
Gmail - draft the clearance request for approval
gmail.com
WebRun drafts each clearance request and leaves it unsent. - Draft a clearance request letter to each patient's physician, stating the planned procedure and the specific question you need answered
- Include only the minimum medical detail the physician needs to respond, on practice letterhead
- Leave every letter as an unsent draft in Gmail for your team to review and approve. WebRun never sends patient health information to a physician on its own
Done when A clearance request is drafted and left unsent for each patient's physician.
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3
Google Sheets - log and track each request
google.com
WebRun logs each clearance request in Google Sheets and tracks its status. - Open the clearance tracker in Google Sheets and add a row for each drafted request with the patient, physician, and surgery date
- Track which requests are drafted, which are approved and sent, and which physicians have replied
- Flag any surgery date approaching with no clearance received yet
Done when Every clearance request is logged in Google Sheets with its status tracked.
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 clearance requests to physicians without approval?
No. Every request is drafted and left unsent in Gmail for your team to review and approve. Because a clearance request carries patient health information, sending it is always a human decision.
How much medical detail goes in the letter?
Only the minimum the physician needs to answer the clearance question: the planned procedure and the relevant condition. WebRun keeps the request focused and leaves fuller records inside Panda Perio.
What if a surgery is coming up and clearance has not come back?
WebRun tracks each request in the Google Sheets tracker and flags any approaching surgery date with no clearance received, so your team can follow up before the patient arrives for the procedure.
Related templates
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