Automated PatientNow Program Completion Follow-Ups
Every morning, WebRun opens PatientNow, finds patients who reached the final visit of their GLP-1 program in the past day, logs each completion with their total percent body weight lost to a Google Sheet, and drafts a Mailchimp email congratulating them and outlining maintenance plan options, left unsent for your team's review.
How do I automatically follow up with patients who finish their weight loss program?
WebRun checks PatientNow every morning for patients who completed their final GLP-1 program visit, logging each graduate's total percent body weight lost to a Google Sheet. It drafts a personalized Mailchimp email congratulating them and outlining maintenance plan options, left unsent so your team can review and send it before the patient goes quiet.
- Every graduate gets a personalized congratulations instead of silence after their last visit
- Maintenance plan offers go out while the patient's motivation is highest
- Completion data is tracked automatically instead of relying on staff memory
Built for medical weight loss clinics · GLP-1 clinics · obesity medicine providers · clinic retention teams
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 patients completing their program
patientnow.com
WebRun opens PatientNow to find patients completing their program. - Open PatientNow and filter to patients whose final program visit was completed in the past day
- Capture each patient's total percent body weight lost and starting to ending weight
- Note whether the patient has already opted into a maintenance or membership plan
- Exclude anyone who discontinued the program early rather than completing it
Done when Every patient who completed their program in the past day is listed with their total progress.
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2
Google Sheets - log the completion and total progress
google.com
WebRun opens Google Sheets to log the completion and total progress. - Open the program completion tracker sheet
- Append a row for each completion with the patient, total percent lost, completion date, and maintenance plan status
- Mark whether a congratulations and maintenance offer has already been sent this week
Done when The completion tracker reflects every graduate from the past day and whether they've been contacted.
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3
Mailchimp - draft the congratulations and maintenance offer
mailchimp.com
WebRun opens Mailchimp to draft the congratulations and maintenance offer. - Draft a personalized congratulations email naming the patient's total percent body weight lost and outlining available maintenance plan options
- Invite the patient to reply or book a call if they'd like to continue with the practice
- Save the email as an unsent Mailchimp campaign draft. Do not send anything to a patient automatically
Done when An unsent Mailchimp draft exists for every patient who completed their program in the past day.
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 the congratulations email go out without review?
No. Every email is saved as an unsent Mailchimp draft. Your team reviews, personalizes if needed, and sends it; nothing reaches a patient automatically.
How is total percent body weight lost calculated?
WebRun compares each patient's weight at program completion to their starting weight on file in PatientNow, so the figure reflects their full journey, not just the last few weeks.
What about patients who left the program early?
They are excluded from this workflow entirely. It only tracks patients who reached their final scheduled program visit, not early discontinuations.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.