Automated Telehealth Review Request Drafts
Every evening, WebRun reviews that day's completed Doxy.me visits, filters for patients who have seen the same provider at least twice, drafts a brief review request email in Gmail for each eligible patient, and logs the outreach attempt in Google Sheets for staff to track.
How do I automatically ask telehealth patients to leave a review after their visit?
Every evening, WebRun reviews completed Doxy.me visits, checks Google Sheets to confirm each patient has seen the provider at least twice and has not been contacted in 90 days, then drafts a warm review request email in Gmail for staff approval. No outreach goes to a patient without human sign-off.
- Eligible patients receive a review request draft the same evening as their completed visit
- Repeat outreach is blocked automatically for 90 days per patient
- Staff spend seconds approving drafts instead of building review outreach manually
Built for telehealth practices · virtual care providers · independent telehealth clinicians · multi-specialty telehealth clinics
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
Doxy.me - find completed visits from today
doxy.me
WebRun opens Doxy.me to find completed visits from today. - Open Doxy.me and review completed appointments from today
- Capture each patient's name, email address, provider name, and visit count
- Skip patients who had a same-day cancellation or reported a technical issue
Done when Today's completed visits are captured with patient contact details and visit history.
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2
Google Sheets - check repeat-visit eligibility and outreach history
google.com
WebRun opens Google Sheets to check repeat-visit eligibility and outreach history. - Open the Review Outreach Log sheet
- Check whether each patient has already received a review request in the last 90 days
- Flag patients with at least two completed visits as eligible for review outreach
Done when Eligible patients are confirmed and recent outreach duplicates are filtered out.
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3
Gmail - draft review request email for staff approval
gmail.com
WebRun opens Gmail to draft review request email for staff approval. - Draft a short, warm review request email for each eligible patient
- Include the provider name, a thank-you note, and a link to your preferred review platform
- Save each as a Gmail draft for staff to review and approve before sending
Done when A Gmail review request draft exists for every eligible patient from today's visits.
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 review request emails to patients on its own?
No. Every review request is saved as a Gmail draft for a staff member to review and approve before sending. Patient-facing emails require human sign-off to protect the patient relationship.
How does it avoid asking the same patient repeatedly?
It checks the Review Outreach Log in Google Sheets each run and skips any patient who received a review request in the last 90 days, preventing repeat outreach.
Which review platform does it link to?
You provide the review platform URL (Google, Healthgrades, Zocdoc, or your own feedback form) when setting up WebRun, and it uses that link in every draft.
Related templates
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