Remind patients when their next telehealth visit is due
Every morning, WebRun reviews your patient recall list in Google Sheets, checks Doxy.me to confirm no visit has already been booked, drafts an SMS reminder via Twilio for each overdue patient, and leaves each message queued for staff to approve before sending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically remind telehealth patients when their follow-up visit is due?
Every morning, WebRun reads your patient recall list in Google Sheets, checks Doxy.me to remove patients who are already booked, and drafts an SMS reminder in Twilio for each overdue patient. Staff review and approve every message before it sends, so no outreach goes out unreviewed.
- Overdue recall patients get a personalized reminder draft within the same morning
- Patients already booked are never contacted twice
- Staff spend minutes reviewing drafts instead of hours building outreach lists
Built for primary care clinics · telehealth practices · chronic disease management · behavioral health providers
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
doxy.mein a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - identify overdue recalls
google.com How to Automate Google Sheets
WebRun opens Google Sheets to identify overdue recalls. - Open the Patient Recall sheet and filter for patients whose due date has passed
- Skip any patient already contacted in the last 7 days
- Capture patient name, phone number, recall type, and days overdue
Done when Every overdue patient is listed with contact details and recall context.
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2
Doxy.me - confirm no visit already booked
doxy.me How to Automate Doxy.me
WebRun opens Doxy.me to confirm no visit already booked. - Open Doxy.me and check the upcoming appointment list for each overdue patient
- Remove any patient who already has a scheduled visit from the outreach list
- Flag patients who are more than 30 days overdue for priority follow-up
Done when Outreach list is de-duplicated against existing Doxy.me bookings.
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3
Twilio - draft SMS reminder for staff review
twilio.com How to Automate Twilio
WebRun opens Twilio to draft SMS reminder for staff review. - Draft a short, friendly SMS recall reminder for each patient still on the list
- Include the practice name, a prompt to book, and a callback number
- Queue each message in Twilio but do not send - leave for staff to review and approve before sending
Done when A Twilio SMS draft exists for every overdue patient, held for staff approval.
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 SMS messages to patients on its own?
No. WebRun drafts each message in Twilio and holds it for staff to review and approve. No patient message is sent without a human sign-off, keeping all outreach HIPAA-conscious.
How does it avoid pestering patients who already have an appointment?
Before drafting any message, it cross-checks Doxy.me for existing bookings. Patients who are already scheduled are removed from the outreach list automatically.
Can we customize the recall reminder message?
Yes. Provide WebRun with your preferred message template and tone, and it will use that text for every draft, so each message matches your practice voice.
Related templates
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