Automated WebPT Speech Therapy Documentation Chaser
Every morning, WebRun opens WebPT, finds all unsigned daily notes, evaluations, and progress notes from the past seven days, and posts a clinician-grouped worklist to Slack so documentation gets signed before billing windows close.
How do I automatically chase incomplete speech therapy documentation in WebPT?
WebRun opens WebPT every morning and finds all unsigned daily notes, evaluations, and progress notes from the past seven days. It posts a clinician-grouped worklist to Slack with billing-urgency flags, so therapists start each day knowing exactly which documentation needs their signature before billing windows close.
- Unsigned notes are caught before billing windows close
- Clinicians start each day with their documentation worklist in Slack
- Completed notes are automatically cleared from the next morning's list
Built for speech-language pathologists · SLP clinical directors · therapy billing managers · outpatient rehab clinics
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
www.webpt.com/loginin a real browser with your saved login - no setup, no API keys. -
1
WebPT - find unsigned and incomplete documentation
webpt.com
WebRun opens WebPT to find unsigned and incomplete documentation. - Open WebPT and navigate to the documentation completion report
- Filter for unsigned daily notes, evaluations, and progress notes from the past 7 days
- Group incomplete documents by clinician and note type
- Note the date of service for each to flag anything approaching the timely-filing window
Done when All unsigned and incomplete speech therapy documents from the past 7 days are identified and grouped by clinician.
-
2
Slack - post clinician-grouped documentation worklist
slack.com
WebRun opens Slack to post clinician-grouped documentation worklist. - Post the grouped worklist to the clinical Slack channel
- List each clinician's outstanding documents with date of service and note type
- Flag any note older than 5 days in bold to indicate billing urgency
Done when Each clinician sees their outstanding documentation in Slack before the morning session begins.
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 sign or submit notes on the clinician's behalf?
No. Signing clinical documentation requires the treating clinician. WebRun only surfaces incomplete notes in Slack so each therapist knows what still needs their signature.
How does it decide which notes are urgent?
It flags notes older than 5 days in bold, since most payers require documentation to be finalized within a specific window. Notes older than 5 days represent the highest billing risk.
What if a note was completed after yesterday's run?
WebRun reads live document status from WebPT each morning, so any note signed since the last run is automatically excluded from the worklist.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.