Get every scaling and root planing patient back for re-evaluation
Every morning, WebRun opens Panda Perio, finds patients who completed scaling and root planing four to six weeks ago with no re-evaluation booked, holds a suitable slot in Google Calendar, and drafts a recall text in Twilio for each, leaving every message for staff to approve before it sends.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically recall scaling and root planing patients for re-evaluation?
WebRun opens Panda Perio each morning, finds patients who finished scaling and root planing four to six weeks ago with no re-evaluation booked, and holds a slot with the treating provider in Google Calendar. It then drafts a recall text in Twilio and leaves it for staff to approve, so every SRP patient returns for re-evaluation.
- SRP patients return for re-evaluation instead of dropping off
- A slot is held before the recall even goes out
- All recall texts staff-approved before sending
Built for periodontists · dental hygienists · perio front desk teams · 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
www.pandaperio.comin a real browser with your saved login - no setup, no API keys. -
1
Panda Perio - find SRP patients due for re-eval
pandaperio.com How to Automate Panda Perio
WebRun opens Panda Perio to find SRP patients due for re-evaluation. - Open Panda Perio and list patients whose last completed procedure was scaling and root planing
- Keep those now four to six weeks out with no periodontal re-evaluation on the schedule
- Capture the treating provider, the quadrants treated, and the patient's preferred contact
Done when Every SRP patient due for re-evaluation is listed with provider and contact details.
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2
Google Calendar - hold a re-evaluation slot
calendar.google.com How to Automate Google Calendar
WebRun holds a tentative re-evaluation slot in Google Calendar. - Open Google Calendar and find open re-evaluation slots with the treating provider in the right week
- Place a tentative hold for each patient so the time is protected while the recall goes out
- Note the held date and time to include in the draft text
Done when A tentative re-evaluation slot is held for each patient due.
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3
Twilio - draft the recall text for approval
twilio.com How to Automate Twilio
WebRun drafts each recall text and leaves it for staff to approve. - Draft a short, friendly recall text for each patient with the held date and a request to confirm
- Keep the message free of any clinical or diagnosis detail, naming only the practice and the visit type
- Queue every text in Twilio and leave it unsent for staff to review and approve. WebRun never texts a patient on its own
Done when A recall text is drafted and queued for every SRP patient, awaiting staff approval.
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 text patients without staff approval?
No. Every recall text is drafted and queued in Twilio, then left for staff to review and send. Patient messaging always stays a human decision, and the draft carries no clinical detail.
Does it double-book the calendar?
No. It places only a tentative hold on an open slot with the treating provider, so the time is protected until the patient confirms. Staff release the hold if the patient cannot make it.
How does it know who is due for re-evaluation?
It reads Panda Perio for patients who completed scaling and root planing four to six weeks ago with no re-evaluation booked. You can adjust the window to match your recall protocol.
Related templates
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