模板

工作流模板
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选一个现成的自动化,打开就能用。每个模板都对应团队每周要做的一项实际工作,直接在您常用的工具里完成。所有内容都可以自定义。

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Automated StoriiCare Family Video Visit Scheduling
Every Monday, WebRun checks StoriiCare for residents who haven't had a family video visit recently, drafts a scheduling email with open times in Gmail, and notifies your family liaison in Slack once it's ready to send.
StoriiCare›Gmail›Slack
Automated ECP Move-In Pipeline Digest
Every morning, WebRun opens ECP, checks every prospect's stage from inquiry to signed lease, confirms which residency agreements are still out for signature in DocuSign, and emails your admissions team a clear digest of who is moving in this week and who needs a nudge.
ECP›DocuSign›Google Sheets›+1
Automated ElderSuite Medicaid Denial Follow-Ups
Every morning, WebRun opens ElderSuite, finds denied and rejected Medicaid and MCO claims, logs the dollars at risk to QuickBooks, and drafts a follow-up email to each payer for your biller to review and send.
ElderSuite›QuickBooks›Gmail
Automated Therap Medication Exception Alerts
Every morning, WebRun scans each individual's medication administration record in Therap for missed, late, or refused doses, alerts the on-call nurse in Slack, and drafts a follow-up visit hold for anything serious.
Therap›Slack›Google Calendar
Automated Sigmund Meal Plan Compliance Flags
WebRun checks each patient's meal completion in Sigmund Software every morning, logs the compliance percentage to a tracking sheet, and flags anyone falling below the target in Slack so the dietitian can step in early.
Sigmund Software›Google Sheets›Slack
Automated Zoobook New Admission Checklist
WebRun checks each new admission in Zoobook Systems for the required consents, initial screen, and first dose order, logs checklist status to Google Sheets, and texts the assigned counselor through Twilio the moment intake is complete.
Zoobook Systems›Google Sheets›Twilio
Automated Sobriety Hub Meeting Attendance Digest
Every night, WebRun pulls each resident's logged meeting check-ins from Sobriety Hub, updates the attendance record, and posts a Slack digest flagging anyone falling behind.
Sobriety Hub›Google Sheets›Slack
Automated LongevityEHR Membership Revenue Report
On the 1st of every month, WebRun opens LongevityEHR, tallies active members by tier, pulls actual collections and failed payments from Stripe, and posts a revenue digest to Slack so leadership starts the month with a clear financial picture.
LongevityEHR›Stripe›Slack
Automated Patient Testimonial Request Drafts
WebRun checks 1st Providers Choice each morning for patients whose procedure completed 6 weeks ago with a clean follow-up, and drafts a friendly testimonial request email in Outlook, left unsent for staff to personalize and send.
1st Providers Choice›Outlook
Automated Cerbo Patient Portal Message Triage
Throughout the day, WebRun scans incoming Cerbo patient portal messages, drafts a suggested reply for routine questions inside the portal for provider review, and emails the on call provider immediately for anything flagged urgent or clinical.
Cerbo›Gmail
Automated OptiMantra Monthly Outcomes Report
WebRun compiles the past month's PHQ-9 and GAD-7 improvement, session volume, and no-show rate from OptiMantra, logs it to a sheet, posts a summary to Slack, and schedules the clinical quality review meeting in Google Calendar.
OptiMantra›Google Sheets›Slack›+1
Automated Intellicure HBOT Oxygen Reorder Reminders
Every Monday, WebRun opens Intellicure to see the week's scheduled dive volume, checks it against your Google Sheets supply log, and drafts a reorder email to your supplier before oxygen or consumables run low.
Intellicure›Google Sheets›Gmail
Automated HelmBot Recovery Add-On Upsells
Every Monday, WebRun opens HelmBot to find regular members who have never booked a recovery add-on, confirms the add-on price in Stripe, and drafts an upsell offer email in Mailchimp for your team to review and send.
HelmBot›Stripe›Mailchimp
Automated Mangomint Package Balance Report
Every Monday, WebRun pulls every active package and treatment series from Mangomint, calculates sessions completed versus sessions remaining for each client, logs the full breakdown to Google Sheets, and posts a summary to Slack.
Mangomint›Google Sheets›Slack
Automated HRT Control Refill Scheduling
Every Monday, WebRun finds patients in HRT Control due for their next pellet or injection refill, drafts a scheduling invite for staff to send, and holds the next open slot on the calendar.
HRT Control›Gmail›Google Calendar
Automated PatientNow Weight Loss Plateau Flags
WebRun compares each patient's last three weigh-ins in PatientNow every Monday, flags anyone who has lost less than 1 percent body weight in the past 3 weeks despite dose escalation, and logs the plateau list to a Google Sheet for their next visit.
PatientNow›Google Sheets
Automated PracticeQ Post Drip Check In Drafts
After each completed IV drip in PracticeQ, WebRun drafts a friendly check-in email asking how the client is feeling and suggesting their next visit, then leaves it unsent in Gmail for your team to review.
PracticeQ›Gmail›Telegram
Automated AestheticsPro No Show Rebooking Drafts
Every morning, WebRun finds yesterday's no shows and late cancellations in AestheticsPro, drafts a warm rebooking email for each patient, and leaves every draft in Gmail for your front desk to review before sending.
AestheticsPro›Gmail›Slack
Healthie Automatic Session Reschedule Outreach
WebRun checks Healthie throughout the day for canceled sessions, finds the next open slot on your calendar, and drafts a reschedule offer email for your review so the seat doesn't sit empty.
Healthie›Google Calendar›Gmail
Automatic INR Dose Adjustment Reminders
WebRun checks Cellma every morning for INR results outside a warfarin patient's target range, drafts a plain dose-change text in Twilio for clinician review, and logs the full worklist in Google Sheets.
Cellma (RioMed)›Twilio›Google Sheets
Glooko Automated Insulin Titration Reminders
Every morning, WebRun checks Glooko for patients mid-way through an insulin titration schedule, posts their glucose trend to the care team in Slack, and drafts a check-in text in Twilio asking the patient to log their readings, held for staff review.
Glooko›Slack›Twilio
Automated Fracture Clinic Referral Intake
WebRun checks Availity for new fracture clinic referrals and their insurance eligibility, cross-checks Hologic Horizon DXA for any prior scan on file, and drafts an intake confirmation email in Gmail for the referring provider.
Hologic Horizon DXA›Availity›Gmail
Automated MS Infusion Scheduling
WebRun checks Nexus Clinical for MS patients due their next infusion, books the chair time in Google Calendar, and posts the infusion nursing team a Microsoft Teams digest of this week's schedule and supply needs.
Nexus Clinical›Google Calendar›Microsoft Teams
Automated Genetic Test Lab Turnaround Tracking
Every morning, WebRun checks Progeny Clinical for tests still pending at the lab, confirms each order's live status in Ambry Genetics, and logs turnaround time to a Google Sheet so you always know what is overdue.
Progeny Clinical›Ambry Genetics›Google Sheets

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