Automatic Pulmonology Referral Intake Tracking
Every few minutes during business hours, WebRun checks the practice's eFax inbox for new incoming pulmonology referral faxes, opens ModuleMD to check whether the patient already has a chart and what the referral reason and urgency are, and logs each one to a Google Sheets intake tracker so scheduling can book the right visit type.
How do I automatically route incoming pulmonology referrals?
Every few minutes during business hours, WebRun checks the practice's eFax inbox for new referral faxes, opens ModuleMD to see whether the patient already has a chart, and logs each referral to a Google Sheets intake tracker with reason, urgency, and referring provider, sorting urgent cases to the top so scheduling always works the queue in the right order.
- New referrals are logged within minutes of arriving instead of sitting in a fax tray
- Urgent referrals surface at the top of the queue automatically
- Duplicate faxes are skipped instead of double-logged
Built for pulmonology practices · referral intake coordinators · front desk schedulers · practice managers
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
myaccount.efax.comin a real browser with your saved login - no setup, no API keys. -
1
eFax - check for new referral faxes
efax.com
WebRun opens eFax to check for new referral faxes. - Check the practice's eFax inbox for new incoming referral faxes
- Read each referral for patient name, referring provider, reason, and any urgency flag
- Skip faxes already logged from a prior run
Done when Every new referral fax is read and its key details captured.
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2
ModuleMD - check patient and referral detail
modulemd.com
WebRun opens ModuleMD to check patient and referral detail. - Search ModuleMD for an existing chart matching the referred patient
- For existing patients, note their last visit and current diagnoses relevant to the new referral
- For new patients, flag the referral for a new-patient intake packet
Done when Every referral is matched to an existing chart or flagged as a new patient.
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3
Google Sheets - log the intake queue
google.com
WebRun opens Google Sheets to log the intake queue. - Open the Referral Intake tracker sheet
- Add a row for each new referral with patient status, reason, urgency, and referring provider
- Sort urgent referrals, such as suspected malignancy or acute respiratory failure, to the top
Done when The tracker sheet lists every new referral, sorted with urgent cases first, ready for scheduling to work.
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 reply to the referring provider automatically?
No. WebRun only logs the referral to the intake tracker for scheduling to work. Any acknowledgment back to the referring provider is drafted and sent by staff, not sent automatically.
How does it prioritize urgent referrals?
It reads the urgency flag and stated reason on each fax, and sorts anything suggesting suspected malignancy or acute respiratory failure to the top of the tracker for same-day attention.
What if the same referral gets faxed twice?
It checks already-logged referrals each run by patient name and referring provider, so a duplicate fax is skipped rather than logged twice.
Related templates
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