Automated Pre-Op Task Tracking
Every morning, WebRun opens Nextech, finds surgical patients whose surgery is within 21 days and who still have incomplete pre-op tasks such as labs, clearances, or forms, drafts a reminder email in Gmail for each patient, and posts the full task list to Slack for your coordinator to review before anything is sent.
How do I automatically track and remind patients about pre-op requirements?
Every morning, WebRun scans Nextech for surgical patients within 21 days who have outstanding pre-op tasks such as labs, clearances, or forms. It drafts a personalized reminder email in Gmail for each patient and posts the full task list to Slack for your coordinator to review, so no patient arrives unprepared on surgery day.
- Surgical patients complete pre-op requirements on time
- Coordinator sees a daily prioritized pre-op task list each morning
- No patient reminder email is sent without human coordinator approval
Built for plastic surgery practices · surgical care coordinators · cosmetic surgery clinics · OR scheduling 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.nextech.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Nextech - find patients with incomplete pre-op tasks
nextech.com
WebRun opens Nextech to find patients with incomplete pre-op tasks. - Open Nextech and filter scheduled surgical patients with a surgery date within 21 days
- Check the pre-op checklist for each patient and identify any outstanding items such as lab work, medical clearances, consent forms, or pre-op photos
- Record each patient's name, surgery date, and the specific outstanding tasks
Done when All upcoming surgical patients with incomplete pre-op tasks are listed with their specific outstanding items.
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2
Gmail - draft patient reminder emails
gmail.com
WebRun opens Gmail to draft patient reminder emails. - Draft a personalized reminder email for each patient listing only their outstanding pre-op tasks
- Include the deadline for each task and the contact number to call with questions
- Save each email as a draft in Gmail and leave it unsent pending coordinator review
Done when A draft reminder email is prepared for every patient with outstanding pre-op tasks.
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3
Slack - post task list for coordinator review
slack.com
WebRun opens Slack to post task list for coordinator review. - Post a daily pre-op task report to the coordinator Slack channel
- List each patient name, surgery date, outstanding tasks, and a link to their Gmail draft
- Sort by surgery date so the most urgent patients appear at the top
Done when Coordinator has a full pre-op task report in Slack with draft emails ready for 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 send reminder emails to patients without review?
No. Every patient reminder email is saved as a Gmail draft and held until your coordinator approves and sends it. No email reaches a patient without explicit human sign-off.
How far out does it look for upcoming surgeries?
By default it looks 21 days ahead each morning. The window is adjustable during setup to match your practice's pre-op timeline and clearance lead times.
What pre-op tasks does it track?
It tracks whatever is recorded in Nextech, including lab results, medical clearances, consent forms, and pre-op photos. Any item marked incomplete triggers a draft reminder.
Related templates
Put this on autopilot.
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