PointClickCare Automated Admissions Paperwork Follow-Up
Every weekday, WebRun opens PointClickCare, identifies residents admitted in the last seven days with incomplete admission agreements or required consent forms, logs each gap to a Google Sheet, and drafts a follow-up message in Gmail for your admissions coordinator to review and send to the responsible party.
How can a skilled nursing facility automatically follow up on incomplete admissions paperwork?
Every weekday, WebRun opens PointClickCare, finds residents admitted in the last seven days with outstanding consent forms or financial agreements, and logs each gap in a Google Sheet. It drafts a courteous follow-up in Gmail for the admissions coordinator to review and approve before any message is sent to a family.
- Outstanding admissions documents are flagged within one business day of admission
- Coordinators review a ready-to-send draft instead of composing outreach from scratch
- No responsible party is contacted without coordinator review and approval
Built for SNF admissions coordinators · skilled nursing social workers · long-term care business office staff · SNF administrators
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
pointclickcare.comin a real browser with your saved login - no setup, no API keys. -
1
PointClickCare - find recent admissions with incomplete paperwork
pointclickcare.com
WebRun opens PointClickCare to find recent admissions with incomplete paperwork. - Open PointClickCare and navigate to the admissions or resident roster section
- Filter for residents admitted within the last seven days
- Identify each resident with unsigned or missing admission agreements, consent forms, or financial documents
- Capture resident name, admission date, responsible-party name, and list of outstanding documents
Done when Every recent admission with outstanding paperwork is identified with the specific missing documents listed.
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2
Google Sheets - log outstanding documents and responsible-party details
google.com
WebRun opens Google Sheets to log outstanding documents and responsible-party details. - Open the admissions paperwork tracking Google Sheet
- Append a row for each resident with incomplete documents listing the specific gaps
- Mark the status as Awaiting Documents and include the days since admission
Done when The tracking sheet shows all pending paperwork items with the specific documents needed.
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3
Gmail - draft paperwork follow-up for coordinator review
gmail.com
WebRun opens Gmail to draft paperwork follow-up for coordinator review. - Draft a follow-up message to the responsible party listing the outstanding documents needed
- Keep the tone courteous and include facility contact information for questions
- Leave every draft unsent for the admissions coordinator to review and approve before sending
Done when A Gmail draft exists for each incomplete admissions case, ready for coordinator 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 send follow-up messages to families without staff approval?
No. Every Gmail draft is left unsent until the admissions coordinator reviews and approves it. No message reaches a responsible party without human sign-off.
Which admission documents does it check for?
It looks for documents tracked as required in PointClickCare, such as admission agreements, financial responsibility forms, and consent for treatment. You can customize the document list to match your facility's requirements.
What happens once all documents are received?
The resident's row in the tracking sheet is updated to reflect the completed status on the next morning run, and no further drafts are created for that admission.
Related templates
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