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For vision therapy clinics, developmental optometrists & front desk staff

Bring lapsed vision therapy patients back for a re-evaluation

Every morning, WebRun opens Sanet Vision Integrator, finds patients who are due or overdue for a re-evaluation or who paused therapy, and drafts a warm recall email in Gmail and a matching text in Twilio for each one, then leaves every message unsent for your front desk to review and release.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:30 AM WebRun
1 Sanet Vision Integrator find patients due for re-evaluation
2 Gmail draft recall emails
3 Twilio draft recall texts
Run a sample
In short

How do I automatically recall lapsed vision therapy patients?

Every morning WebRun scans Sanet Vision Integrator for patients due, overdue, or paused on their vision therapy, and drafts a warm recall email in Gmail and a text in Twilio for each, using first names only. Every message waits unsent for your front desk to review and release, so lapsed patients are invited back without any unapproved contact.

  • Overdue and paused patients get a timely, warm invitation back
  • The recall list is rebuilt from the live record every day
  • No outreach goes out without front desk review

Built for vision therapy clinics · developmental optometrists · front desk staff · practice managers

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

  2. 1
    Sanet Vision Integrator - find patients due for re-evaluation
    svivision.com
    WebRun in Sanet Vision Integrator: find patients due for re-evaluation
    WebRun opens Sanet Vision Integrator to find patients due for re-evaluation.
    • Open Sanet Vision Integrator and find patients whose recommended re-evaluation date has passed
    • Include patients who paused a therapy program and never returned to finish it
    • Capture the patient first name, guardian contact, last visit date, and the original reason for therapy

    Done when Every patient due, overdue, or paused is listed with contact details and last visit date.

  3. 2
    Gmail - draft recall emails
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft recall emails
    WebRun opens Gmail to draft recall emails.
    • Draft a warm recall email for each lapsed patient inviting them to book a re-evaluation
    • Reference their progress in general terms and keep it free of clinical detail, using the first name only
    • Save each email as a Gmail draft, unsent, for your front desk to review

    Done when A recall email is drafted for each lapsed patient, all left unsent.

  4. 3
    Twilio - draft recall texts
    twilio.com How to Automate Twilio
    WebRun in Twilio: draft recall texts
    WebRun opens Twilio to draft recall texts.
    • Draft a short, friendly recall text for families who prefer texting, using the first name only
    • Offer an easy reply to book and keep the message warm and low pressure
    • Queue every text in Twilio but leave it unsent for the front desk to review and release

    Done when A recall text is drafted for each texting family, none sent automatically.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
svivision.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Recall drafts · Gmail
OutputWhat each run produces - A list of due, overdue, and paused patients with a drafted recall email and text for each, queued for front desk review before sending.
Recall list + drafts
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 email or text lapsed patients automatically?

No. Every recall email and text is drafted and left unsent. Your front desk reviews the batch and releases it, so no lapsed patient is contacted without a human approving the message first.

How does it decide who is overdue?

It reads each patient's recommended re-evaluation date and last visit in Sanet Vision Integrator, then lists anyone past due or who paused a program without finishing, so the recall list reflects the live record.

Does the message reveal a diagnosis?

No. Recall messages use the first name and a general invitation to return only. No diagnosis or therapy detail is included, so no protected health information leaves in the outreach.

Put this on autopilot.

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