Home-Based Primary Care

Home-Based Primary Care automation templates

12 ready-made workflows for Home-Based Primary Care. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: CGM APRIMA, Slack and Gmail.

Home-Based Primary Care
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Automated CGM APRIMA Visit No-Show Follow-Ups
The moment CGM APRIMA marks a home visit as a no-show, WebRun logs the reason if known, drafts a check in text to the patient in Twilio for staff review, and posts a Slack alert so same day rescheduling starts right away.
CGM APRIMATwilioSlack
Automated CGM APRIMA Specialist Referral Tracking
Every morning, WebRun checks CGM APRIMA for open specialist referrals for your homebound patients, logs each one to a Google Sheet with days outstanding, and drafts a follow up email to the specialist's office for review before sending.
CGM APRIMAGoogle SheetsGmail
Automated CGM APRIMA Care Plan Update Reminders
Every night, WebRun checks CGM APRIMA for care plans updated during the day's visits that still need review or co-signature, logs each one to a shared Google Doc worklist, and posts a reminder to Microsoft Teams before the next visit day starts.
CGM APRIMAGoogle DocsMicrosoft Teams
Automated CGM APRIMA Offline Chart Sync Alerts
WebRun checks CGM APRIMA every few minutes for offline visit charts that failed to sync, logs each one to a Google Sheet with the provider and patient, and posts an alert to Slack so nothing from a home visit gets stranded.
CGM APRIMAGoogle SheetsSlack
Automated CGM APRIMA Medication Reconciliation
Every night, WebRun reviews CGM APRIMA for medication lists updated during the day's home visits, flags discrepancies, duplicate therapies, and high risk interactions, and logs each flag to Airtable with a Slack alert for provider review.
CGM APRIMAAirtableSlack
Automated CGM APRIMA Hospital ED Admission Alerts
WebRun watches CGM APRIMA for hospital or ED admission notifications on your homebound patients, posts an alert to Slack right away, and drafts a heads up email to the assigned provider for review before it's sent.
CGM APRIMASlackGmail
Automated CGM APRIMA Home Visit Route Digest
Every morning, WebRun opens CGM APRIMA, pulls today's home visit list, orders the stops into a route with drive time buffers on Google Calendar, and posts the full route to Slack before the first visit.
CGM APRIMAGoogle CalendarSlack
Automated CGM APRIMA Home Safety Checklists
When a home safety assessment is completed in CGM APRIMA, WebRun turns each flagged hazard into a checklist card on Trello, assigns it to the right team member, and posts a Slack alert so fall risks and other hazards get followed up.
CGM APRIMATrelloSlack
Automated CGM APRIMA Chronic Care Time Tracking
Every night, WebRun reads chronic care management time logged in CGM APRIMA for each enrolled patient, tracks running monthly minutes on a Smartsheet, and posts a Slack alert when a patient crosses a billing threshold or is at risk of falling short.
CGM APRIMASmartsheetSlack
Automated CGM APRIMA Caregiver Update Drafts
Every Monday, WebRun reads each patient's visit notes from the past week in CGM APRIMA, drafts a plain language update for the family caregiver on file, and saves every draft in Gmail for a provider to review before sending.
CGM APRIMAGmailSlack
Automated CGM APRIMA Wellness Visit Reminders
Every Monday, WebRun checks CGM APRIMA for patients due for their Annual Wellness Visit in the next 60 days, drafts a friendly reminder text in Twilio for staff to review, and posts a Slack summary of who to schedule first.
CGM APRIMATwilioSlack
Automated CGM APRIMA Advance Directive Reminders
Every Monday, WebRun checks CGM APRIMA for homebound patients with no advance directive or POLST on file, prepares the form in DocuSign for the next visit, and posts a Slack reminder so the conversation happens before it's urgent.
CGM APRIMADocuSignSlack

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