How to Automate Nexus Clinical

Nexus Clinical automates the neurology chart itself: AI Scribe drafts the note, recalls and reminders bring patients back, eRx checks the PDMP, and eligibility returns while the patient is still at the desk. The infusion center, the imaging site and the payer portal sit outside it, which an agent such as WebRun reads.

A neurology chart is mostly a record of what happened elsewhere

Nexus Clinical is a cloud EHR and practice management platform for small and mid-sized ambulatory practices, sold to specialists rather than to hospitals. Neurology and neurosurgery sit alongside cardiology, orthopedics, podiatry, psychiatry, family medicine and general surgery on its list, and most practices know the product simply as Nexus EHR. One account carries the chart, the schedule, the billing and the patient portal.

Neurology fits that shape awkwardly well. A neurologist sees a patient for half an hour and then does not see them again for three months, and almost everything that decides the next visit happens in between. A seizure that was or was not written down. An infusion that was or was not given. An MRI read by somebody in a different building.

So the chart holds the visits, and the clinic runs on the intervals between them.

Three months of follow-up rest on one coordinator

Watch a neurology front desk for a morning and very little of it is booking.

A patient who went to an emergency department with a first seizure has a discharge summary sitting on a hospital portal, and nobody in the clinic sees it until somebody logs in. A course of Botox for chronic migraine needs a prior authorization filed on the payer's own site, renewed every few months, and denied often enough that it has to be checked. An MS patient's next infusion is booked at an infusion center that keeps its own schedule and its own waiting list. Neuropsychological testing goes to a psychologist across town with a queue measured in months. An EMG needs a room, a technologist, and a patient who remembered to stop the medication that interferes with it.

None of that is in the chart. All of it decides whether the next appointment is worth having.

The nexusclinical.com homepage, the app these three jobs run in. Nexus Clinical
Approvals caught the day they land Prior authorizations checked at each payer's own portal, so one that came through overnight books a slot the same morning.
Infusion dates that hold The infusion center's schedule read against the patients who are due, with moved and missed slots named next to the patient.
Discharge summaries that actually arrive Hospital portals checked for patients seen over the weekend, so a Saturday seizure is a referral before Monday clinic starts.

Nexus already carries the note, the recall and the script

To be fair to Nexus, the inside of the visit is covered properly, and a practice should exhaust it before adding anything.

AI Scribe drafts the note from the encounter, and Rapid Charting keeps a SOAP note on a single screen with templates, free text and voice input rather than a fixed form. Patient recalls and appointment reminders handle the follow-up interval the practice controls, which covers most routine return visits. Prescribing runs through eRx with EPCS and SureScripts drug history, and a PDMP check sits in the same place, which matters in a specialty writing controlled substances daily. Real-time eligibility checks run at check-in. Orders and results move over a lab and diagnostics interface, images through an integrated DICOM and PACS viewer, and paper arrives through eFax Management and document scanning.

Every item there acts on something Nexus already holds: its own appointment, its own order, its own claim.

A payer's prior authorization portal is not one of those. Neither is the infusion center's schedule, the hospital's discharge site, or the imaging center that was never interfaced.

Referrals, authorizations and infusion dates gathered before clinic

What happens to a patient between visits is decided in other people's systems, and every one of those can be read on a schedule.

Every open prior authorization checked at the payer's portal each morning, so an approval that landed on Friday books an appointment on Monday instead of quietly expiring. Infusion center schedules read against the patients who are due, so an MS patient whose slot moved is called the same week rather than the month after. Discharge summaries collected from the hospital portal, so a first seizure seen in an emergency department on Saturday reaches the clinic before Monday clinic starts.

Outside imaging read and set against the order that asked for it, so an MRI reported nine days ago is not still marked pending. Neuropsychology and EMG waiting lists checked where they are actually kept, ordered by who has waited longest. Specialty pharmacy status for the drugs a neurology clinic prescribes, so a patient who never collected a refill is called before the gap turns into a relapse.

The interval between visits finally has an owner

The person holding those three months together is one coordinator with six logins and a spreadsheet, and the spreadsheet is the first thing to slip on a busy week.

WebRun is an AI agent that works a real Chrome browser, signed in the way your coordinator is. It opens the payer portal, the infusion center's schedule, the hospital's discharge site or the imaging center, reads what is there, and hands back a list with the patient, the date and the reason attached.

It runs on your schedule in a private environment of your own, sessions stay separate between sites, and a workflow can be limited to named domains. Gathering runs unattended. It will not change a record or reach a patient on its own; both are drafted for a clinician to approve.

Each workflow below names the sites it opens and what it leaves for you.

Questions people ask

Can it book an infusion slot for a patient?

No. It reads what the infusion center's schedule shows and hands back who is due, whose slot moved and who has no date at all. Booking a clinical appointment for a named patient stays with your coordinator, who confirms it in Nexus.

Does Nexus Clinical need an API for this to work?

No. The agent works the browser, signed in as a member of staff, the same way your team does. Nothing has to be built or switched on at the Nexus end, and the outside portals that publish no interface at all are reached exactly the same way.

Could it change something a neurologist wrote in the chart?

No. Writing to the chart is not something a workflow may do by default. It gathers from outside sites and returns a list, and anything that would alter a record or send a message to a patient is prepared for a person to approve first.

12 ready-made Nexus Clinical workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Stroke Follow-Up Reminders
WebRun checks Nexus Clinical for recent stroke discharges due a follow-up visit, drafts a Twilio check-in text for staff to review and send, and posts the stroke program coordinator a Slack list of who still needs to be scheduled.
Nexus ClinicalTwilioSlack
Nexus Clinical Automated Seizure Log Reminders
WebRun checks Nexus Clinical for upcoming epilepsy visits, flags which patients have not logged a recent seizure count, drafts a text reminder for staff to send, and posts the clinical team a daily worklist of who still needs to update their log before they're seen.
Nexus ClinicalTwilioMicrosoft Teams
Automated PDMP Check Reminders
WebRun finds upcoming visits in Nexus Clinical where a controlled substance refill is likely, checks how long it has been since the prescriber's last PDMP review in Bamboo Health, and posts a Microsoft Teams reminder before the visit so the check never gets skipped.
Nexus ClinicalBamboo HealthMicrosoft Teams
Automated Neuropsych Testing Referral Scheduling
WebRun watches Nexus Clinical for new neuropsychological testing referrals, books the earliest matching slot in Google Calendar, drafts a Gmail confirmation letter to the referring provider for review, and posts the testing coordinator a Slack heads-up on every newly booked case.
Nexus ClinicalGoogle CalendarGmail
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 ClinicalGoogle CalendarMicrosoft Teams
Automated Movement Disorder Medication Reminders
WebRun finds upcoming Parkinson's, dystonia, and tremor visits in Nexus Clinical, drafts a text asking each patient to confirm their current medications and any side effects, and logs every response to a Google Sheet so staff walk into the visit already knowing where things stand.
Nexus ClinicalTwilioGoogle Sheets
Automated Migraine Botox Prior Authorization
WebRun finds upcoming chronic migraine Botox visits in Nexus Clinical, drafts the CoverMyMeds prior authorization request with diagnosis and treatment history, and posts the billing team a Microsoft Teams worklist of every request still waiting on submission or payer approval.
Nexus ClinicalCoverMyMedsMicrosoft Teams
Automated Infusion Reschedule Outreach
WebRun finds canceled or no-show infusion visits in Nexus Clinical, checks Google Calendar for the next open chair time, and drafts a Solutionreach outreach message for staff to review and send offering the patient a new slot.
Nexus ClinicalGoogle CalendarSolutionreach
Automated Headache Diary Intake Reminders
WebRun finds new headache patients booked in Nexus Clinical, drafts a Gmail message with the headache diary link for staff to review and send, and logs completion status to a Google Sheet so the clinician knows what's missing before the visit.
Nexus ClinicalGmailGoogle Sheets
Automated ER and PCP Referral Intake
WebRun reads incoming ER and primary care neurology referral faxes in eFax, creates the intake record in Nexus Clinical, and posts the scheduling team a Microsoft Teams alert so new referrals get outreach the same day they arrive.
eFaxNexus ClinicalMicrosoft Teams
Automated EMG Study Scheduling
WebRun watches Nexus Clinical for new EMG and nerve conduction study referrals, books the earliest matching slot in Google Calendar, and drafts a Twilio text with prep instructions for staff to review and send to the patient.
Nexus ClinicalGoogle CalendarTwilio
Automated EEG and MRI Result Follow-Up
WebRun checks Nexus Clinical every hour for new EEG, MRI, and CT results, drafts a plain-language follow-up message for the ordering clinician to review, and posts the care team a Slack alert so no result sits unread.
Nexus ClinicalGmailSlack

Want one of these running on your own Nexus Clinical?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.