Services funéraires

Services funéraires : modèles d'automatisation

12 workflows prêts à l'emploi dans la catégorie Services funéraires. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Slack, Passare et Google Sheets.

Services funéraires
Toutes les catégories
Santé et médical
Santé et médical Santé Acupuncture Allergologie Centres de chirurgie ambulatoire Anesthésie Maisons de naissance Cardiologie Suivi des dispositifs cardiaques Chiropraxie Centres de recherche clinique Centres de santé communautaires Dermatologie Chirurgie de Mohs Diabète et éducation thérapeutique Centres de dialyse Médecine générale sur abonnement Endocrinologie Thérapies hormonales ORL Centres d'endoscopie Centres de fertilité Laboratoires de FIV Médecine fonctionnelle et intégrative Gastro-entérologie Hématologie Hépatologie Oxygénothérapie hyperbare Centres d'imagerie médicale Radiologie interventionnelle Maladies infectieuses Centres de perfusion Conseil en lactation Traitement du lymphœdème Massage thérapeutique Médecine fœto-maternelle Facturation médicale Certificats de cannabis médical Accréditation médicale Matériel médical Génétique médicale Nutrition clinique Transport médical Naturopathie Néphrologie Neurologie Cabinets de nutrition Gynécologie-obstétrique Urogynécologie Santé au travail Ergothérapie Oncologie Orthopédie Ostéoporose et santé osseuse Traitement de la douleur Laboratoires de pathologie Rééducation pédiatrique Pédiatrie Pharmacie Kinésithérapie et physiothérapie Chirurgie plastique et esthétique Podologie et podiatrie Prothèses et orthèses Pneumologie Rhumatologie Médecine du sommeil Orthophonie Médecine du sport Télésanté Téléradiologie Soins urgents sans rendez-vous Urologie Chirurgie vasculaire Soins des plaies
Automated Funeral Home Weekly Caseload Report
Every Monday, WebRun pulls the prior week's case and revenue data from CRakn, compiles a concise caseload and revenue digest, and posts it to Slack so ownership has the numbers before the week begins.
CRakn›Google Sheets›Slack
Automated Funeral Vendor Coordination Digest
WebRun pulls upcoming service details from Passare, compiles each vendor's assignment into one internal coordination digest, and posts it to Slack so your team can confirm coverage without a single phone call.
Passare›Google Sheets›Slack
Automated Funeral Pre-Need Lead Follow-Up
When a pre-need inquiry arrives through FrontRunner Professional, WebRun drafts a warm, informative follow-up for your counselor to review and send, then tracks the lead in Google Sheets.
FrontRunner Professional›Gmail›Google Sheets›+1
Automated Funeral Permit Deadline Tracker
WebRun monitors your Passare cases for death certificate and permit filing deadlines, flags anything due within 48 hours, and posts a daily alert to Slack so your team can act before a deadline is missed.
Passare›Google Sheets›Slack
Automated Funeral Outstanding Balance Follow-Up
WebRun finds outstanding balances in CRakn, drafts a sensitive payment reminder for each family, and queues every message for director review before anything is sent.
CRakn›Gmail›Slack
Automated Funeral Obituary Publishing Checklist
When a new case is opened in Passare, WebRun builds a checklist of every obituary submission step, drafts the obituary copy for review, and tracks completion across your website and local papers.
Passare›FrontRunner Professional›Google Sheets›+1
Automated Funeral Insurance Claim Tracker
WebRun monitors your CRakn cases for insurance assignments and claim submissions, flags any that are overdue or awaiting action, and posts a weekly status digest to Slack for your team.
CRakn›Google Sheets›Slack
Automated Funeral At-Need Case Intake Routing
When a new at-need inquiry arrives through FrontRunner Professional, WebRun gathers the key intake details, opens a case record in Passare, and immediately routes an alert to the on-call director.
FrontRunner Professional›Passare›Slack
Automated Funeral Service Detail Confirmation
WebRun reviews the arrangement details in Passare, drafts a clear service confirmation for the family, and flags any gaps for the director to resolve before anything is sent.
Passare›Gmail›Slack
Automated Funeral Anniversary Remembrance Outreach
WebRun monitors your Passare case history, drafts a compassionate first-anniversary remembrance message for each eligible family, and queues it for director review well before the date arrives.
Passare›Gmail›Slack
Automated Funeral Home Aftercare Follow-Up
WebRun monitors your Passare cases for services that have concluded, then drafts compassionate aftercare check-in messages for your review before anything reaches the family.
Passare›Gmail›Slack
Automated Funeral Acknowledgment Card Drafts
WebRun reads the service details and contributor list from Passare, drafts personalized sympathy acknowledgment card messages for the family's review, and queues them for approval before any are printed or sent.
Passare›Gmail›Slack

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