Turn new vision therapy inquiries into ready evaluations
Whenever a new vision therapy evaluation request arrives, WebRun reads the intake form and any referral notes, sets up the patient in Sanet Vision Integrator, holds an evaluation slot on your Google Calendar, and drafts a confirmation email in Gmail for your coordinator to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically set up new vision therapy evaluation inquiries?
WebRun turns each new vision therapy inquiry into a ready evaluation. It reads the intake form and referral notes in Gmail, opens a patient record in Sanet Vision Integrator, holds an evaluation slot on Google Calendar, and drafts a confirmation email for your coordinator to review, so families are set up quickly without any message going out unapproved.
- Every new inquiry becomes a ready record within minutes
- No evaluation slot is double booked because holds are tentative
- No family is contacted until a coordinator approves the draft
Built for vision therapy clinics · developmental optometrists · behavioral optometry practices · front desk coordinators
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read the new evaluation request
gmail.com How to Automate Gmail
WebRun opens Gmail to read the new evaluation request. - Open Gmail and read the newest vision therapy evaluation request or intake form submission
- Capture the patient name, guardian contact, chief visual complaint, and any referring optometrist named
- Note the reason for referral such as convergence insufficiency, reading difficulty, or post concussion vision issues
- Draft a warm intake confirmation to the family that outlines next steps, and leave it unsent for your coordinator to review
Done when The inquiry details are captured and a confirmation email is drafted but not yet sent.
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2
Sanet Vision Integrator - open the patient record
svivision.com
WebRun opens Sanet Vision Integrator to open the patient record. - Open Sanet Vision Integrator and create a new patient record for the inquiry
- Enter the demographic details, the referral reason, and the visual areas to assess such as saccades, pursuits, and fixation stability
- Attach the intake notes so the doctor sees the full picture before the evaluation
- Save the record so it is ready for the evaluating optometrist
Done when A patient record exists in Sanet Vision Integrator with the intake and referral details attached.
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3
Google Calendar - hold an evaluation slot
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to hold an evaluation slot. - Open Google Calendar and find the next open evaluation slot with the right provider
- Place a tentative hold titled with the patient first name and the evaluation type
- Add the intake summary to the event notes so the provider can prepare
Done when An evaluation slot is held on the calendar with the intake summary in the notes.
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 email the family without my review?
No. The intake confirmation is saved as a Gmail draft and waits for your coordinator to review, edit, and send. No patient information reaches a family until a human approves it.
Does it book the evaluation for real?
It places a tentative hold on Google Calendar rather than a firm booking. Your front desk confirms the time with the family before it becomes final, so no slot is committed on its own.
What details does it pull from the intake?
It reads the patient name, guardian contact, the chief visual complaint, the referring optometrist, and the reason for referral, then writes those into the Sanet Vision Integrator record and the calendar notes.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.