Send patients follow-up care instructions after every urgent care visit
Every morning, WebRun opens Experity, retrieves visits completed the prior day, and drafts a follow-up care instruction message for each patient. Drafts are held for staff review before any message is sent. The full list of patients and their draft status is logged to Google Sheets.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I send follow-up care instructions to urgent care patients after their visit?
WebRun opens Experity every morning, pulls all visits completed the prior day, and drafts a follow-up care instruction message for each patient via Twilio. Every draft is held for staff review before sending, and the full patient list is logged to Google Sheets so your team can track outreach status at a glance.
- Every discharged patient gets a reviewed care instruction message the next morning
- Staff review all drafts before any message reaches a patient
- Google Sheets gives the team a running log of outreach status for every visit
Built for urgent care clinic managers · front desk staff · urgent care medical directors · clinic operations teams
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
app.experityhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Experity - pull completed visits from prior day
experityhealth.com How to Automate Experity
WebRun opens Experity to pull completed visits from prior day. - Open Experity and navigate to the completed visits report
- Filter for visits marked as completed or discharged in the prior calendar day
- Capture the patient name, visit date, chief complaint, and provider notes relevant to discharge instructions
- Note the mobile number on file for each patient
Done when Every completed visit from yesterday is listed with patient contact details and relevant care notes.
-
2
Twilio - draft follow-up care instruction messages for review
twilio.com How to Automate Twilio
WebRun opens Twilio to draft follow-up care instruction messages for review. - For each patient, draft a care instruction SMS using the visit details from Experity
- Keep the message brief, plain-language, and free of protected health information beyond what is minimally necessary
- Save each draft in the review queue but do not send. Staff must approve each message before it is released
- Flag any patient with a missing or invalid mobile number for manual follow-up
Done when All care instruction drafts are queued for staff review. No message has been sent.
-
3
Google Sheets - log patients and draft status for tracking
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log patients and draft status for tracking. - Open the Follow-Up Tracking sheet
- Append a row for each patient with their name, visit date, phone number status, and draft message status
- Mark each row as Pending Review until staff approves and sends the message
- Update the timestamp so staff can see when the batch was prepared
Done when Every patient from yesterday's visits has a tracking row in Google Sheets with draft status.
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 WebRun send messages to patients automatically?
No. WebRun drafts each care instruction message and holds it for staff review. No message is ever sent until a staff member approves it. This applies to every patient contact in this workflow.
How does it handle protected health information?
WebRun keeps all patient details within your approved systems and does not transmit protected health information to external services without explicit staff approval. Draft messages are reviewed before release.
What happens if a patient does not have a mobile number on file?
WebRun flags those patients in the Google Sheet as missing contact info so staff can follow up by another method. They are not silently skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.