Automated ROI Expiry Reminders
Every Monday, WebRun opens TheraNest, finds release-of-information (ROI) authorizations expiring in the next few weeks or already lapsed, drafts a renewal request to each affected client in Gmail, leaves every draft unsent for the front desk, and pings you on Telegram with which ROIs lapse soon so coordinated care keeps flowing.
How do I renew expiring release-of-information forms automatically?
Every Monday, WebRun opens TheraNest and finds release-of-information authorizations expiring soon or already lapsed. It drafts a friendly renewal request to each affected client in Gmail, leaves the drafts unsent for the front desk, and pings you on Telegram with which ROIs lapse soon, soonest and lapsed first, so coordinated care never stalls on an expired form.
- Expiring ROIs surface every week, not when care coordination stalls
- Each renewal request is drafted and waiting, so the front desk just reviews and sends
- Authorizations stay current, keeping the care team able to coordinate
Built for private practice therapists · group practice admins · front desk teams · case managers
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
app.theranest.comin a real browser with your saved login - no setup, no API keys. -
1
TheraNest - find expiring ROIs
theranest.com
WebRun reviews release-of-information expiry dates in TheraNest. - Open TheraNest and review clients' release-of-information authorizations and their dates
- Find ROIs expiring in the next few weeks or already past their expiry
- Capture the client, the party the ROI covers, and the expiry date for each
Done when Every ROI expiring soon or already lapsed has been listed with its date.
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2
Gmail - draft renewal requests
gmail.com
WebRun drafts an ROI renewal request for each client and leaves it unsent. - Draft a clear, friendly renewal request to each client whose ROI is expiring
- Explain that renewing keeps their care team able to coordinate, and how to sign
- Save every message as a draft and leave it unsent for the front desk to review
Done when A renewal-request draft sits ready in Gmail for every expiring ROI.
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3
Telegram - ping you what lapses
telegram.org
WebRun pings you on Telegram with ROIs expiring soon. - Send you a Telegram list of ROIs expiring soon and any already lapsed
- Put the soonest to expire and the lapsed ones at the top
- Note that the renewal drafts are waiting in Gmail for review
Done when You have this week's expiring-ROI list on Telegram.
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 email clients on its own?
No. WebRun only drafts each renewal request in Gmail and leaves it unsent. Your front desk reads every message and clicks send, so no client is contacted about their ROI without a person approving it first.
How does it know which ROIs are expiring?
It reads the expiry date on each client's release-of-information authorization in TheraNest and surfaces any within your reminder window or already lapsed, so each one is renewed before it quietly expires.
Does it read what the ROI permits to be shared?
It reads only the administrative fields it needs: the client, the party the authorization covers, and the expiry date. It never opens session notes or clinical content, and the Telegram list carries client initials and dates only.
Related templates
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