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Automated Pelvic Floor Referral Intake

Throughout the day, WebRun reads new physician referrals arriving in Updox, creates or updates the patient chart in athenahealth with the referring provider and diagnosis, flags whether the reason for referral should add a baseline urodynamics test in Laborie to the first visit, and drafts a referral acknowledgement for staff to review and send.

Runs on WebRun · Strict Lockdown policy
Checked every hour on weekdays WebRunorchestrates each step
1 Updox read new physician referrals
2 athenahealth create the patient chart
3 Laborie flag whether testing should be added
In short

How do I automatically intake and route inbound pelvic floor referrals?

WebRun reads new physician referrals arriving in Updox throughout the day, creates or updates each patient's chart in athenahealth with the referring provider and diagnosis, and flags whether the reason for referral calls for baseline urodynamics testing in Laborie at the first visit. It drafts a referral acknowledgement for staff to review and send, so no inbound referral sits unworked.

  • Every referral becomes a ready-to-book chart the same day it arrives
  • Testing needs are flagged before the first visit instead of during it
  • Referring offices get a prompt, staff reviewed acknowledgement

Built for urogynecology clinics · FPMRS practices · referral intake coordinators · front desk scheduling staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.updox.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Updox - read new physician referrals
    updox.com
    WebRun in Updox: read new physician referrals
    WebRun reads new physician referrals arriving in Updox.
    • Open Updox and scan for new incoming referral faxes and secure messages
    • Identify referrals for prolapse, incontinence, or other pelvic floor complaints
    • Capture the patient, referring provider, practice, and diagnosis for each

    Done when Every new physician referral is identified with its patient and referring provider captured.

  3. 2
    athenahealth - create the patient chart
    athenahealth.com
    WebRun in athenahealth: create the patient chart
    WebRun creates the patient chart in athenahealth.
    • Search athenahealth for the patient to avoid creating a duplicate chart
    • Create a new chart, or update the existing one, with the referring provider and diagnosis
    • Mark the chart as a new referral awaiting an intake call

    Done when Every referred patient exists in athenahealth with the referring provider and diagnosis recorded.

  4. 3
    Laborie - flag whether testing should be added
    laborie.com
    WebRun in Laborie: flag whether testing should be added
    WebRun flags whether baseline urodynamics testing should be added in Laborie.
    • Review the stated reason for referral against your practice's criteria for baseline urodynamics testing
    • Flag the chart if the referral, such as suspected occult stress incontinence with prolapse, calls for testing at the first visit
    • Leave the final testing decision to the provider at intake

    Done when Every new referral is flagged for or against adding baseline urodynamics testing to the first visit.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.updox.com
ScheduleRuns automatically on this cadence
Checked every hour on weekdays
DeliveryHow each run's result reaches you
Referral acknowledgement · Updox
OutputWhat each run produces - A new or updated patient chart in athenahealth for every referral, flagged for baseline urodynamics testing where indicated, plus a drafted referral acknowledgement.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the referral acknowledgement to the referring office without me?

No. WebRun drafts the acknowledgement and leaves it queued in Updox. A staff member reviews it and sends it, so no message about a referred patient leaves the practice unapproved.

How does it avoid creating a duplicate patient chart?

It searches athenahealth for the patient before creating a chart, matching on name and details, and updates the existing record instead of adding a duplicate when it finds one.

How does it decide if baseline urodynamics testing should be added?

It checks the stated reason for referral against your practice's own criteria, such as suspected occult stress incontinence alongside prolapse, and flags the chart for the provider to make the final call at intake.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.