Automated RamSoft Referring Facility Onboarding
When a new referring facility is created in RamSoft PowerServer, WebRun reads the record, sends a DocuSign signature request for the radiology services agreement, creates a Slack onboarding thread with a step-by-step checklist for the credentialing team, and logs the facility's onboarding status so nothing stalls between signup and first study.
How do I automate the onboarding of new referring facilities into RamSoft?
WebRun detects every new referring facility added to RamSoft PowerServer, pre-fills and sends a radiology services agreement via DocuSign for the facility contact to sign, and opens a Slack onboarding checklist thread for the credentialing coordinator. The signed agreement is reviewed before the facility goes live, so onboarding is fast and nothing is activated without approval.
- New referring facilities move from record creation to signed agreement within hours, not days
- The credentialing team has a structured Slack checklist instead of tracking onboarding in email threads
- No facility is activated in RamSoft before a credentialing team member reviews the signed agreement
Built for teleradiology group operations teams · radiology credentialing coordinators · imaging center business development staff · hospital radiology administrators
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
www.ramsoft.comin a real browser with your saved login - no setup, no API keys. -
1
RamSoft - detect new referring facility record
ramsoft.com
WebRun opens RamSoft to detect new referring facility record. - Detect when a new referring facility is created in RamSoft PowerServer
- Read the facility name, primary contact name, email, phone, and modalities requested
- Confirm the facility record is complete before triggering the onboarding steps
Done when The new facility record is confirmed in RamSoft with contact details and requested services.
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2
DocuSign - send services agreement for signature
docusign.com
WebRun opens DocuSign to send services agreement for signature. - Generate a radiology services agreement from your template, pre-filled with the facility name and contact
- Send the DocuSign envelope to the facility's primary contact for signature
- The agreement is sent for signature but does not auto-execute. A credentialing team member reviews the signed copy before activating the facility in RamSoft
Done when The DocuSign envelope is sent to the facility contact and is awaiting signature.
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3
Slack - open onboarding checklist thread
slack.com
WebRun opens Slack to open onboarding checklist thread. - Open a new onboarding thread in the credentialing team's Slack channel named after the facility
- Post a step-by-step checklist covering agreement signature, DICOM connectivity test, worklist access setup, and first-study confirmation
- Tag the assigned credentialing coordinator and note the target go-live date
Done when The credentialing team has an active Slack thread with a complete onboarding checklist for the new facility.
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
Does it activate the referring facility in RamSoft automatically after the agreement is signed?
No. The signed DocuSign agreement is reviewed by a credentialing team member before the facility is activated in RamSoft. WebRun handles the paperwork and the checklist; the final activation step stays with your team.
What if the facility contact does not sign the DocuSign agreement?
DocuSign sends automatic reminders on a schedule you control. WebRun also notes the pending signature status in the Slack checklist thread so your credentialing coordinator can follow up directly.
Can it handle onboarding for facilities that send studies via multiple modalities?
Yes. WebRun reads the modalities requested in the RamSoft facility record and includes them in the services agreement template and the Slack checklist, so the connectivity and worklist setup steps reflect the specific services the facility needs.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.