Thank referring optometrists and close the loop
Every Friday, WebRun opens Sanet Vision Integrator, finds patients referred in by an outside optometrist who recently started or reached a milestone, drafts a thank you and progress note to each referring doctor in Gmail, and files a copy of the letter in the referral folder on Google Drive, leaving every message for your team to review before sending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically thank and update referring optometrists?
Every Friday WebRun finds patients referred in by outside optometrists in Sanet Vision Integrator, drafts a thank you and progress note to each referring doctor in Gmail, and files a copy in the Google Drive referral folder. Every note waits for your team to review before sending, so referral relationships are nurtured without any patient detail leaving unapproved.
- Referring doctors hear back promptly and keep referring
- Every referral letter is filed and traceable in Google Drive
- No progress note leaves the practice without review
Built for vision therapy clinics · developmental optometrists · practice managers · referral coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
svivision.comin a real browser with your saved login - no setup, no API keys. -
1
Sanet Vision Integrator - find referred patients and progress
svivision.com
WebRun opens Sanet Vision Integrator to find referred patients and progress. - Open Sanet Vision Integrator and list patients referred in by an outside optometrist
- Find those who recently started therapy or reached a progress milestone this week
- Capture the referring doctor, the patient, the reason for referral, and a short progress summary
Done when Every referred patient with a start or milestone this week is listed with the referring doctor.
-
2
Google Drive - file the letter copy
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to file the letter copy. - Open the referral correspondence folder in Google Drive
- Save a copy of each drafted thank you and progress letter, named by patient and date
- Keep the filed copy in sync with what the team will send after review
Done when A copy of each referral letter is filed in the Google Drive folder.
-
3
Gmail - draft the thank you and progress note
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the thank you and progress note. - Draft a professional thank you and progress note to each referring optometrist
- Summarize the plan and early progress in appropriate clinical terms for a fellow provider
- Save each note as a Gmail draft, unsent, for your doctor or coordinator to review before it is sent
Done when A thank you and progress note is drafted for each referring doctor, all left unsent.
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 send the note to the referring doctor automatically?
No. Every thank you and progress note is drafted and left unsent in Gmail. Your doctor or coordinator reviews it, confirms the clinical summary is right, and sends it, so no patient information reaches another provider without approval.
Is it safe to include clinical detail in these notes?
The note is drafted for a fellow provider who referred the patient, and it is held for your review before sending. Nothing is transmitted until a human approves it, so you control exactly what clinical detail leaves your practice.
How does it know who referred a patient?
It reads the referral source recorded in Sanet Vision Integrator for each patient, so the thank you goes to the optometrist actually credited with the referral, with a copy filed in Google Drive.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.