Automated WebPT Speech Therapy Referral Intake Routing
Every morning, WebRun opens WebPT, finds new speech therapy referrals received since the previous run, checks each therapist's specialty and current caseload, and posts a routing recommendation to Slack so your intake coordinator can confirm the assignment and contact the patient.
How do I automatically route new speech therapy referrals to the right therapist?
WebRun checks WebPT every morning for new speech therapy referrals, matches each to the best-fit therapist by specialty and caseload, and posts routing recommendations to Slack for coordinator review. Your intake team confirms assignments and contacts patients, so every referral is matched within hours rather than days.
- Every new referral is matched to a therapist before the end of the same business day
- Coordinators confirm rather than research each routing decision
- Referrals with no capacity match are flagged immediately for escalation
Built for speech therapy intake coordinators · SLP practice managers · multi-therapist SLP clinics · outpatient rehab therapy practices
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 new referrals and check therapist caseloads
webpt.com
WebRun opens WebPT to find new referrals and check therapist caseloads. - Open WebPT and filter for referrals received since the last run
- For each new referral, capture diagnosis, requested service type, patient age, and payer
- Check each active therapist's current caseload and specialty areas
- Match each referral to the best-fit therapist by specialty, payer acceptance, and available slots
Done when Every new referral has a recommended therapist assignment with a rationale based on specialty and capacity.
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2
Slack - post routing recommendations for coordinator review
slack.com
WebRun opens Slack to post routing recommendations for coordinator review. - Post each new referral with its recommended therapist to the intake Slack channel
- Include diagnosis, payer, and the reason for the routing recommendation
- Flag any referral where no therapist with the matching specialty has open capacity
Done when The intake coordinator has today's referral routing recommendations in Slack and can confirm or adjust each assignment.
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 new patients to schedule their first appointment?
No. Patient outreach is draft-not-do in a healthcare setting. WebRun posts routing recommendations to Slack for your coordinator to review and confirm. Contacting the patient is done by your staff.
How does it decide which therapist to recommend?
It matches each referral's diagnosis and service type to each therapist's specialty areas in WebPT, then cross-checks current caseload capacity to avoid overloading any one clinician.
What if no therapist has the right specialty and capacity?
WebRun flags the referral in Slack and marks it as needing manual review, so your coordinator can decide whether to waitlist the patient, reassign, or contact a per-diem clinician.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.