Templates

Workflow templates.
Deploy with one click.

Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.

Home health
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Home health
Automated Home Visit Reminders
WebRun drafts SMS visit reminders for families and caregivers from upcoming WellSky appointments and queues them for your approval before any message is sent.
WellSkyTwilioSlack
Home health
Automated Medical Supply Reorder
WebRun monitors supply inventory levels in Google Sheets, drafts purchase order emails through Gmail when stock falls below your reorder threshold, and posts a low-stock alert to Slack for manager approval before any order is placed.
Google SheetsGmailSlack
Home health
Automated Visit Staffing Alerts
WebRun scans WellSky for visits scheduled tomorrow that still have no clinician assigned and alerts your staffing coordinator in Slack and via a Twilio draft text so every visit is covered before the day begins.
WellSkySlackTwilio
Home health
Automated Patient Satisfaction Surveys
WebRun drafts a post-visit satisfaction survey text for each completed visit logged in Google Sheets, queues the drafts in Twilio for coordinator approval, and alerts the team in Slack when a low score response is received.
Google SheetsTwilioSlack
Home health
Automated Home Health Referral Intake
WebRun logs every inbound hospital referral into Google Sheets and alerts your intake team in Slack so no admission opportunity slips through.
AxxessGoogle SheetsSlack
Home health
Automated Recertification Tracking
WebRun tracks every patient's 60-day recertification window in Axxess, logs upcoming deadlines to Google Sheets, and drafts reminder alerts for the clinical team before time runs out.
AxxessGoogle SheetsSlack
Home health
Automated OASIS QA Worklist
WebRun compiles every OASIS document pending QA review in Axxess into a Google Sheet worklist and alerts the QA clinician in Slack so nothing sits unreviewed for days.
AxxessGoogle SheetsSlack
Home health
Automated Missed Visit Alerts
WebRun scans Axxess for visits that were not completed on time, flags each no-show or late check-in, and alerts your scheduler in Slack so action is taken the same day.
AxxessSlackTwilio
Home health
Automated Caregiver Hours Digest
WebRun pulls visit hours from WellSky each morning, logs a daily caregiver hours summary to Google Sheets, flags any anomalies, and posts the digest to Slack so payroll and scheduling always have an accurate picture.
WellSkyGoogle SheetsSlack
Home health
Automated Family Update Digests
WebRun drafts a weekly care update email for each patient's family contact based on visit notes in WellSky and queues every draft in Gmail for a clinician to review before anything is sent.
WellSkyGmailSlack
Home health
Automated Caregiver Credential Tracking
WebRun tracks license, CPR, and TB test expiry dates for every caregiver in Google Sheets, drafts reminder emails through Gmail, and posts upcoming expirations to Slack so your agency stays compliant.
Google SheetsGmailSlack
Home health
Automated Authorization Tracking
WebRun monitors payer authorization expiry dates and unit balances in Axxess, logs upcoming gaps to Google Sheets, and alerts your intake team in Slack before a patient visits without active authorization.
AxxessGoogle SheetsSlack
Home health
Automated Home Health AR Report
WebRun pulls outstanding claim data from Axxess, builds an AR aging worklist in Google Sheets sorted by payer and days outstanding, and alerts your biller in Slack each Monday morning.
AxxessGoogle SheetsSlack

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