Automated PatientNow New Patient Intake Summaries
Every morning, WebRun opens PatientNow, finds patients who completed an intake consultation in the past day, logs each new enrollee's starting weight, program goal, chosen GLP-1 protocol, and insurance or self-pay status to a Google Sheet, and emails your team a summary so every new patient's onboarding tasks start on time.
How do I automatically summarize new patient intakes for my weight loss clinic team?
WebRun checks PatientNow every morning for patients who completed an intake consultation in the past day, logging each one's starting weight, goal, chosen GLP-1 protocol, and payment status to a Google Sheet roster. It then emails your onboarding team a summary that flags anyone still missing a scheduled first injection or onboarding call.
- No new patient's onboarding step gets forgotten after intake
- Team sees the day's enrollment mix and payment types in one summary
- Roster stays current without anyone manually re-entering intake data
Built for medical weight loss clinics · GLP-1 clinics · patient coordinators · clinic operations managers
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
app.patientnow.comin a real browser with your saved login - no setup, no API keys. -
1
PatientNow - find newly completed intakes
patientnow.com
WebRun opens PatientNow to find newly completed intakes. - Open PatientNow and filter to intake consultations completed in the past day
- Capture each new patient's starting weight, goal weight, chosen GLP-1 protocol, and starting dose
- Note insurance, cash pay, or membership status for each new enrollee
- Record which staff member conducted the intake
Done when Every intake completed in the past day is listed with the patient's starting details and payment status.
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2
Google Sheets - log each new patient's program details
google.com
WebRun opens Google Sheets to log each new patient's program details. - Open the new patient roster sheet
- Append a row for each new enrollee with their starting weight, goal, protocol, dose, and payment status
- Mark any enrollee whose first injection or onboarding call hasn't been scheduled yet
Done when The new patient roster reflects every intake completed in the past day, with any unscheduled next step marked.
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3
Gmail - summarize new enrollments for your team
gmail.com
WebRun opens Gmail to summarize new enrollments for your team. - Draft a short summary of how many patients enrolled, their chosen protocols, and payment mix
- Flag any new patient whose first injection or onboarding call still needs to be scheduled
- Send the summary to your internal onboarding team distribution list only, never to a patient
Done when Your team has today's new patient intake summary in their inbox.
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 this replace the intake consultation itself?
No. It only summarizes intakes your staff already completed in PatientNow. The consultation, consent, and clinical decisions stay entirely with your team.
Will it contact the new patient?
No. The summary goes only to your internal onboarding team distribution list. New patients are never emailed or messaged by this workflow.
What if an intake is only partly filled out?
It reads whatever fields are complete in PatientNow and notes the record as incomplete in the roster, so staff know to finish it rather than assuming it's ready.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.