Recall vein patients for their post-ablation duplex check
Every morning, WebRun opens OmniMD, finds patients whose post-ablation duplex recheck is due, drafts a personalized recall text in Twilio, and pencils a candidate recheck slot in Google Calendar, then queues both for your front desk to approve so no patient is contacted or booked without a human.
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How do I automatically recall vein patients for their post-ablation recheck?
WebRun finds patients due for a post-ablation duplex recheck in OmniMD every morning, drafts a personalized recall text in Twilio, and pencils a tentative slot in Google Calendar. It queues both for your front desk to approve, so patients get recalled on schedule while every message and booking waits for a human to confirm.
- Post-ablation rechecks happen on schedule instead of slipping
- A tentative slot is held so booking is quick once the patient replies
- No recall text or booking happens without front desk approval
Built for vein clinics · vascular surgeons · front desk staff · vascular ultrasound schedulers
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
omnimd.comin a real browser with your saved login - no setup, no API keys. -
1
OmniMD - find patients due for a post-ablation recheck
omnimd.com How to Automate OmniMD
WebRun opens OmniMD to find patients due for a post-ablation recheck. - Open OmniMD and find patients whose ablation was performed within the recheck window, typically 3 to 7 days for a DVT check and then longer term
- Confirm each has no post-ablation duplex recheck already scheduled or completed
- Capture the patient initials, ablation date, and the recommended recheck type
- Note how many days past the ideal recheck date each patient is
Done when Every patient due for a post-ablation recheck without one booked is listed.
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2
Twilio - draft a recall text for each patient
twilio.com How to Automate Twilio
WebRun opens Twilio to draft a recall text for each patient. - Draft a short, friendly recall SMS for each patient inviting them to book their post-ablation duplex
- Personalize with the patient first name and keep clinical detail minimal
- Queue every message as a draft in Twilio. Do not send. Leave all drafts for review
Done when A recall text is drafted and queued for each due patient, none sent.
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3
Google Calendar - pencil a candidate recheck slot
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to pencil a candidate recheck slot. - Pencil a tentative recheck slot on the ultrasound calendar for each due patient
- Mark the slot as unconfirmed so it holds time without committing the patient
- Leave confirmation and any patient contact to your front desk after the recall is approved
Done when A tentative recheck slot is held for each due patient, none confirmed.
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 text patients or confirm bookings on its own?
No. Every recall text is drafted in Twilio and each calendar slot is penciled as unconfirmed. Your front desk approves before anything sends or books, so no patient is contacted or committed without a human deciding.
How does it know a patient is due for a recheck?
It reads the ablation date in OmniMD and applies your recheck schedule, for example an early DVT check and a later reflux recheck, then lists patients past the ideal date who have no recheck booked.
What if the patient already booked their recheck?
It checks the live schedule in OmniMD and Google Calendar each morning, so any patient who already has a recheck booked is skipped and no duplicate recall is drafted.
Related templates
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