Get a weekly provider utilization digest without pulling reports
Every Monday, WebRun opens Kipu Health, reads last week's session data across your clinical team, calculates caseload size, group hours facilitated, and note completion rates for each provider, logs the results in Google Sheets, and posts a utilization digest to the clinical Slack channel so supervisors can spot gaps before they become problems.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get an automatic weekly report of clinician caseloads and note completion at my treatment center?
WebRun opens Kipu Health each Monday, reads last week's session records for every active clinician, and calculates caseload size, group hours, and note completion rates. It logs the results in Google Sheets and posts a ranked digest to your clinical supervisors in Slack, so capacity gaps and documentation lag are visible before they affect patient care or compliance.
- Note completion lag caught weekly before it becomes a compliance issue
- Caseload imbalances visible to supervisors every Monday morning
- No manual report-pulling required to see team utilization
Built for clinical supervisors · addiction treatment program directors · behavioral health operations managers · residential and outpatient SUD programs
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.kipuhealth.comin a real browser with your saved login - no setup, no API keys. -
1
Kipu Health - read last week's session and note data
kipuhealth.com How to Automate Kipu Health
WebRun opens Kipu Health to read last week's session and note data. - Open Kipu Health and navigate to the scheduling and session records for last week
- For each active clinician, count individual sessions held, group sessions facilitated, and active caseload size
- Check the documentation section to find any progress notes not yet completed or signed for last week's sessions
- Calculate note completion rate as completed notes divided by total sessions for each provider
Done when Every active clinician has a caseload count, session hours, and note completion rate for last week.
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2
Google Sheets - log utilization metrics by provider
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log utilization metrics by provider. - Open the Provider Utilization Tracker in Google Sheets
- Append a weekly row for each clinician with caseload, session count, group hours, and note completion rate
- Highlight any provider whose note completion rate is below 90% or whose caseload exceeds your facility threshold
Done when The Google Sheets tracker has this week's utilization row for every active clinician.
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3
Slack - post weekly digest to clinical supervisor
slack.com How to Automate Slack
WebRun opens Slack to post weekly digest to clinical supervisor. - Post a weekly utilization digest to the clinical supervisor Slack channel
- List each clinician's caseload and note completion rate, sorted by completion rate ascending to surface lag first
- Flag any clinician with a completion rate below 90% or a caseload significantly above the team average
Done when Clinical supervisors have this week's utilization digest in Slack by Monday morning.
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 it share patient data in the Slack digest?
No. The digest contains only aggregate staff metrics (caseload counts, session hours, completion rates) and never includes patient names or clinical details. All PHI stays within Kipu Health.
What counts as a completed note?
It looks for progress notes in Kipu Health with a signed or finalized status. Notes in draft or pending co-signature count as incomplete, so co-signature requirements are correctly reflected in the completion rate.
Can it track specific levels of care separately?
Yes. You can configure it to calculate utilization by program (detox, RTC, PHP, IOP) so supervisors see whether individual clinicians or whole programs are under- or over-capacity.
Related templates
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