All templates
For SNF social workers, skilled nursing marketing directors & long-term care administrators

Build your SNF online reputation with post-discharge review requests

Every Monday, WebRun opens PointClickCare, identifies residents discharged to home in the past seven days, logs their names and responsible-party contacts in a Google Sheet, and drafts a warm review-request message in Gmail for the social worker to personalize and send after reviewing.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 PointClickCare find residents discharged to home in the past 7 days
2 Google Sheets log discharged residents and contact details
3 Gmail draft review request for social worker review before sending
Run a sample
In short

How can a skilled nursing facility automatically generate review request drafts for recently discharged residents?

Every Monday, WebRun opens PointClickCare and finds residents discharged to home in the past seven days. It logs each with contact details in a Google Sheet and drafts a warm, brief review-request message in Gmail for the social worker to personalize and approve. No message reaches a former resident or family without a staff member reviewing it first.

  • Every successful home discharge generates a review-request draft within the same week
  • Social workers personalize a ready-made draft rather than composing outreach from scratch
  • Only home discharges are included, excluding hospital transfers and SNF-to-SNF moves

Built for SNF social workers · skilled nursing marketing directors · long-term care administrators · SNF quality improvement teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens pointclickcare.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    PointClickCare - find residents discharged to home in the past 7 days
    pointclickcare.com How to Automate PointClickCare
    WebRun in PointClickCare: find residents discharged to home in the past 7 days
    WebRun opens PointClickCare to find residents discharged to home in the past 7 days.
    • Open PointClickCare and navigate to the discharge or census section
    • Filter for residents with a discharge type of Home or Community in the past seven days
    • Capture former resident name, discharge date, responsible-party name, and email contact where available

    Done when All residents discharged to home in the past seven days are identified with contact details.

  3. 2
    Google Sheets - log discharged residents and contact details
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log discharged residents and contact details
    WebRun opens Google Sheets to log discharged residents and contact details.
    • Open the post-discharge outreach Google Sheet
    • Append a row for each newly discharged resident with name, discharge date, and contact status
    • Mark the outreach status as Draft Created once a Gmail draft is prepared

    Done when The tracking sheet shows all recently discharged residents with outreach status.

  4. 3
    Gmail - draft review request for social worker review before sending
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft review request for social worker review before sending
    WebRun opens Gmail to draft review request for social worker review before sending.
    • Draft a warm, brief review-request message to the responsible party thanking them for choosing the facility
    • Include a sentence asking if they would be willing to share their experience online, without specific clinical references
    • Leave every draft unsent for the social worker to review, personalize, and approve before sending

    Done when A Gmail draft exists for each recently discharged resident, ready for social worker review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
pointclickcare.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Review-request drafts · Gmail
OutputWhat each run produces - A Google Sheet log of post-discharge outreach candidates and Gmail drafts ready for social worker approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send review requests to former residents or families without staff approval?

No. Every message is drafted in Gmail and left unsent until the social worker reviews, personalizes, and approves it. No communication leaves the facility without human sign-off, ensuring the message is appropriate for each family.

Does the draft mention the resident's clinical stay or diagnosis?

No. The default draft thanks the family for choosing the facility and asks if they would share their experience. Clinical details, diagnoses, and stay length are not included. The social worker adds any personal context before approving.

What about residents who were transferred to another facility rather than going home?

It only drafts outreach for residents whose discharge destination is coded as Home or Community in PointClickCare. Transfers to hospitals, other SNFs, or hospice are excluded automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.