Automated Urgent Care Review Request Messages
Every morning, WebRun opens Solv and finds patient visits that completed between 24 and 48 hours ago. For each eligible visit it drafts a short review request SMS and holds every draft for staff review. Staff approve the messages before any patient is contacted. The full outreach list is logged to Google Sheets with each patient's draft and send status.
How do I automatically ask urgent care patients for online reviews after their visit?
WebRun checks Solv every morning for visits completed 24 to 48 hours ago and drafts a review request SMS for each eligible patient via Twilio. Every draft is held for staff review before any patient is contacted, and the full outreach list is logged to Google Sheets so your team can track which patients were sent a request and confirm responses.
- Satisfied patients receive a review request at exactly the right moment, 24 to 48 hours after their visit
- Staff approve every message before it reaches a patient, keeping outreach professional and controlled
- Google Sheets gives the team a running record of who was asked for a review and the status of each outreach
Built for urgent care clinic owners · clinic marketing managers · front desk coordinators · urgent care operations teams
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.solvhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Solv - find visits completed 24 to 48 hours ago
solvhealth.com
WebRun opens Solv to find visits completed 24 to 48 hours ago. - Open Solv and navigate to the completed visits or patient visit history section
- Filter for visits marked as completed between 24 and 48 hours ago to catch patients at the ideal review window
- Capture the patient name, visit date and time, and the mobile number on file for each eligible visit
- Skip any visit where a review request was already sent for this patient in the current cycle to avoid duplicates
Done when Every visit completed in the 24 to 48 hour window is identified with patient contact details.
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2
Twilio - draft review request messages for staff review
twilio.com
WebRun opens Twilio to draft review request messages for staff review. - For each eligible visit, draft a brief, friendly SMS asking the patient to share their experience with a review
- Include your clinic's review link in the draft message so staff can verify it before the message is sent
- Do not include any clinical details, diagnoses, or protected health information in the message
- Hold every draft for staff review. Do not send any message to a patient until a staff member approves it
Done when All review request drafts are queued for staff review. No message has been sent to any patient.
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3
Google Sheets - log outreach list and send status
google.com
WebRun opens Google Sheets to log outreach list and send status. - Open the Review Outreach Tracking sheet
- Append a row for each patient with their name, visit date, phone number status, and current draft status
- Mark each row as Pending Review until staff approves and releases the message
- Update the status to Sent with a timestamp once staff confirms the message was approved and dispatched
Done when Every eligible patient has a tracking row in Google Sheets showing draft and outreach 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 review request messages to patients automatically?
No. Every review request is drafted and held for staff review. WebRun never sends a message to a patient without explicit staff approval. Staff review and release each draft before it reaches any patient.
Why target the 24 to 48 hour window specifically?
Patients are most likely to remember their visit and act on a review request in the day after they leave your clinic. The 24 to 48 hour window hits that peak engagement moment before the visit fades from memory.
What if a patient already left a review or asked not to be contacted?
Staff reviewing the draft queue can discard messages for patients who already reviewed or have a do-not-contact preference. WebRun surfaces the full eligible list so the team makes the final call on who receives a message.
Related templates
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