Refresh medical histories before restorative visits
Every morning, WebRun opens XLDent to find patients due in the next several days whose medical history has not been updated recently, then drafts a friendly update request as an email in Gmail and a short text in Twilio, leaving both unsent for your front desk to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically request medical history updates before visits?
WebRun opens XLDent each morning to find patients with an upcoming visit whose medical history is out of date. It drafts a friendly update request, as a Gmail email or a Twilio text by patient preference, pointing to your secure health form and left unsent, so your front desk refreshes every history before the restorative appointment.
- Medical histories are current before the restorative visit, not scrambled for in the chair
- The front desk sends each request with one review instead of manual chasing
- No protected health information is exposed in the outreach
Built for prosthodontists · restorative dental practices · dental front desk staff · treatment coordinators
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
XLDent - find stale medical histories
- Open XLDent and find patients with an appointment in the next several days
- Check each patient's medical history date and flag any not updated within your review period
- Capture the patient, appointment date, and preferred contact method
Done when Every upcoming patient with a stale medical history is listed with their appointment date.
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2
Gmail - draft an update request email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a medical history update request. - Draft a friendly email asking the patient to review and update their health history before the visit
- Include the practice's secure health form link and keep clinical detail out of the message
- Leave the email as a draft for the front desk to review and send. Never email patients automatically
Done when An update request email is drafted for each email-preferring patient, ready for review.
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3
Twilio - draft an update request text
twilio.com How to Automate Twilio
WebRun opens Twilio to draft a medical history update text. - Draft a short text for text-preferring patients pointing to the same secure health form
- Keep the message free of any protected health information
- Leave the text unsent as a draft for the front desk to review. Never text patients automatically
Done when An update request text is drafted for each text-preferring patient, queued for review.
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 message patients without my approval?
No. WebRun drafts each update request as an unsent email or text. Your front desk reviews and sends every message, so nothing reaches a patient on its own.
Does the request expose any health information?
No. The drafted message only asks the patient to update their history through your secure health form link. No protected health detail is included, and existing history stays inside XLDent.
How does it decide a history is stale?
It checks each patient's medical history date in XLDent against the review period you set, so only patients whose forms are older than that window, and who have an upcoming visit, get a drafted request.
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