Automated XSOLIS Daily UM Worklist Digest
Every morning, WebRun opens XSOLIS, pulls every open admission review, continued stay review, and discharge planning check into one worklist, logs it to a Google Sheet organized by unit and nurse, and posts your UM team a prioritized Slack digest so everyone starts the shift on the same page.
How do I get one complete UM worklist at the start of every shift?
WebRun opens XSOLIS every morning and pulls every open review, admission, continued stay, and discharge planning, into one ranked worklist. It logs the full list to a Google Sheet organized by unit and nurse, then posts your UM team a Slack digest at shift start, so the whole team starts the day from the same prioritized list instead of three separate queues.
- The whole UM team starts the shift from one prioritized list, not three separate queues
- Trend data is kept for the last 7 days without any manual spreadsheet work
- Any unit with an unusually high review count gets called out automatically
Built for utilization review nurses · case management directors · hospital UM departments · charge nurses
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
dragonfly.xsolis.comin a real browser with your saved login - no setup, no API keys. -
1
XSOLIS - pull every open review
xsolis.com
WebRun opens XSOLIS to pull every open review. - Open XSOLIS and pull every open review across admission, continued stay, and discharge planning
- Capture the patient, review type, payer, unit, and assigned nurse for each item
- Rank the list by how time sensitive each review type typically is
Done when Every open review in XSOLIS is captured in one ranked worklist.
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2
Google Sheets - log the full worklist
google.com
WebRun opens Google Sheets to log the full worklist. - Open the Daily UM Worklist sheet
- Replace yesterday's list with today's full worklist, organized by unit and nurse
- Keep a dated tab of the last 7 days for trend reference
Done when The worklist sheet reflects today's complete review list, organized by unit.
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3
Slack - post the shift digest
slack.com
WebRun opens Slack to post the shift digest. - Post a shift start digest to the UM Slack channel summarizing the worklist by review type and unit
- Link to the full Google Sheet for the detailed list
- Call out any unit with an unusually high count for the day
Done when The UM team has today's full worklist digest and sheet link in Slack before shift start.
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 combine every type of review into one list?
Yes. It pulls admission reviews, continued stay reviews, and discharge planning checks from XSOLIS into a single ranked worklist each morning, so nothing is scattered across separate queues.
Can nurses see just their own unit?
Yes. The Google Sheet is organized by unit and assigned nurse, and the Slack digest calls out any unit with an unusually high count for the day.
Does it change or complete any reviews itself?
No. It only compiles and reports the open worklist. Every review is still completed by the assigned nurse or physician in XSOLIS.
Related templates
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