Automated Elation Rheumatology Referral Intake Routing
Every morning, WebRun opens Elation, finds new rheumatology referrals received since the previous day, reads the diagnosis and urgency notes, logs each referral to a Google Sheet with a routing recommendation, and alerts the scheduling team.
How do I automatically route new rheumatology referrals to the right provider?
WebRun opens Elation every morning, captures all new rheumatology referrals received since the prior day, and logs each to Google Sheets with a suggested provider, urgency flag, and insurance details. The scheduling team starts the day with a fully routed intake list, so no new patient waits more than 24 hours for a scheduling call.
- Every new rheumatology referral is captured and routed within hours of arrival
- Urgent referrals are flagged for same-day scheduling outreach
- Incomplete referrals are identified before a patient scheduling call is made
Built for rheumatology practices · scheduling coordinators · referral coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.elationhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Elation - capture new incoming referrals
- Open Elation and navigate to the referral management section
- Filter for new rheumatology referrals received since yesterday
- Capture referring provider, patient name, diagnosis or suspected diagnosis, urgency level, and insurance
- Identify any referrals marked urgent that require same-day scheduling outreach
Done when All new referrals received since yesterday are captured with full intake details.
-
2
Google Sheets - log and route referral intake list
google.com
WebRun opens Google Sheets to log and route referral intake list. - Append each new referral to the intake routing sheet
- Assign a suggested provider based on subspecialty focus and current availability
- Flag urgent referrals in a priority column
- Note the insurance carrier so the scheduling team can verify coverage before calling
Done when The intake routing sheet is updated with all new referrals, provider recommendations, and urgency flags ready for the scheduling team.
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 provider automatically?
No. WebRun logs and routes the referral internally. Any outreach to the patient or referring provider is drafted for scheduling team review before anything is sent, keeping all communication under staff control.
How does it assign a suggested provider for each referral?
It reads the diagnosis and subspecialty notes on the referral in Elation and matches them to the provider list and subspecialty focus you configure during setup, giving the scheduling team a recommendation to accept or override.
What if a referral is missing clinical information?
Referrals with incomplete diagnosis or insurance fields are flagged in the intake sheet so the scheduling team knows to contact the referring office for the missing information before booking.
Related templates
Put this on autopilot.
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