Automated XLDent Rehab Consult Intake
Every few minutes, WebRun checks Gmail for new full-mouth rehab consult requests and referrals, opens XLDent to start or update the patient chart with the referral details and chief complaint, and posts a triage note to Slack so a coordinator picks up each complex case fast.
How do I automatically intake and triage full-mouth rehab consult requests?
WebRun checks Gmail every few minutes for new full-mouth rehab consult requests and referrals. It opens XLDent to start or update the patient chart with the referral source and chief complaint, then posts your treatment coordinator a Slack triage note, so every complex restorative inquiry gets a started chart and a fast human follow-up.
- Every rehab consult request has a started XLDent chart within minutes
- The coordinator sees a triaged Slack queue instead of a cluttered inbox
- Referral source and chief complaint are on file before the first call
Built for prosthodontists · restorative dental practices · treatment coordinators · full-arch clinics
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.xldent.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read new consult requests
gmail.com
WebRun opens Gmail to read new full-mouth rehab consult requests. - Open Gmail and scan for new full-mouth rehab consult requests, web form leads, and dentist referrals
- Capture the patient name, contact details, referring provider, and stated chief complaint
- Skip messages already logged into a chart on an earlier run
Done when Every new rehab consult request is captured with the referral source and chief complaint.
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2
XLDent - start the patient chart
- Open XLDent and search for the patient to avoid creating a duplicate record
- Start a new patient chart, or update the existing one, with the contact details and referring provider
- Note the chief complaint and full-mouth rehab interest in the clinical notes for the coordinator to review
Done when Each inquiry has a started XLDent chart with the referral details and chief complaint on file.
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3
Slack - post a triage note
slack.com
WebRun opens Slack to post a triage note for the team. - Post a triage note to the treatment coordinator channel with the patient name, referral source, and chief complaint
- Flag self-referred and dentist-referred cases separately so outreach can be prioritized
- Leave the note for a coordinator to action. Never message the patient directly
Done when The coordinator has a Slack triage note for every new rehab consult to action.
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 patient or referring dentist on its own?
No. WebRun only starts the chart in XLDent and posts an internal Slack triage note. Any reply to the patient or referring dentist is written and sent by your coordinator after review.
How does it avoid creating duplicate charts?
It searches XLDent for the patient before starting a record, so an existing chart is updated rather than duplicated. Inquiries already logged on an earlier run are skipped.
What details does it pull from the inquiry?
It captures the patient name, contact details, referring provider, and stated chief complaint, then writes them into the XLDent chart and the Slack note so the coordinator has full context.
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Put this on autopilot.
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