Panda Perio Automated Referral Triage
Every morning, WebRun opens Gmail, reads new referral emails and faxes from general dentists, starts or matches each patient in Panda Perio, captures the referring dentist, reason, and urgency, and posts your front desk a triaged referral worklist in Slack ranked by how soon the patient needs to be seen.
How do I automatically triage and log new periodontal referrals?
WebRun reads new referral emails in Gmail each morning, matches or starts each patient in Panda Perio, and captures the referring dentist, reason, and urgency. It then posts your front desk a triaged referral worklist in Slack, ranked most urgent first, so no inbound perio referral sits unread and every patient is seen in the right order.
- No inbound referral sits unread past the morning run
- Urgent perio cases surface above routine consults
- Every referral logged in Panda Perio with its referring dentist
Built for periodontists · perio front desk teams · dental referral coordinators · periodontal practices
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read new referral emails
gmail.com
WebRun opens Gmail to read new periodontal referrals. - Open Gmail and scan the referrals inbox and any scanned fax folder for new referrals received since the last run
- For each, extract the patient name, referring dentist, stated reason (periodontal evaluation, recession, implant consult, or perio abscess), and any urgency note
- Skip messages already logged on a previous run
Done when Every new referral email has its patient, referring dentist, reason, and urgency captured.
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2
Panda Perio - match or start the patient record
pandaperio.com
WebRun opens Panda Perio to match or start each patient. - Open Panda Perio and search for an existing chart matching the referred patient
- If none exists, start a new patient record and attach the referral details and referring dentist
- Tag each record with the referral reason and a suggested visit window so the desk can prioritize
Done when Each referred patient has a matched or newly started record with the referral attached.
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3
Slack - post the triaged referral worklist
slack.com
WebRun posts the triaged referral worklist to your team. - Post a triaged referral worklist to the front desk channel, most urgent first
- Show the referring dentist and reason for each, with only the minimum patient identifier needed to pull the chart
- Leave scheduling to your team. WebRun never books or contacts the patient on its own
Done when The front desk has today's triaged referral worklist 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 referred patient on its own?
No. WebRun only starts the record in Panda Perio and posts an internal worklist in Slack for your front desk. Scheduling and any patient contact stay a human decision.
Does the Slack worklist expose patient health details?
No. The Slack post carries only the referring dentist, the reason, and the minimum identifier needed to open the chart. Clinical notes stay inside Panda Perio, not in the message.
How does it decide what is urgent?
It ranks by the referral reason and any urgency note the dentist wrote, so an acute perio abscess sits above a routine maintenance consult. You can adjust the priority rules to fit your practice.
Related templates
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