Welcome new patients and get their forms in early
Every morning, WebRun opens NexHealth, finds patients newly booked for a first appointment, drafts a warm welcome email in Gmail with the right intake forms attached, leaves every draft unsent for the front desk, and posts the team a Slack list of new patients arriving.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I welcome new dental patients and send intake forms automatically?
Every morning, WebRun opens NexHealth and finds patients newly booked for a first visit. It drafts a warm welcome in Gmail with the intake and medical history forms matched to their appointment type, leaves the drafts unsent for the front desk, and posts the team a Slack list of new patients arriving.
- New patients get a welcome the morning after booking, not on arrival
- Intake forms go out early, so fewer clipboards at check-in
- Each welcome is drafted and waiting, so the front desk just reviews and sends
Built for dental practices · front desk teams · dental office managers · treatment coordinators
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
www.nexhealth.comin a real browser with your saved login - no setup, no API keys. -
1
NexHealth - find newly booked new patients
nexhealth.com How to Automate NexHealth
WebRun reviews newly booked first visits in NexHealth. - Open NexHealth and review patients newly booked for a first visit
- Note the appointment type so the right intake and medical history forms apply
- Capture the patient, their first appointment date, and which forms are still outstanding
Done when Every newly booked new patient has been listed with the forms they need.
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2
Gmail - draft welcome with forms
gmail.com How to Automate Gmail
WebRun drafts a welcome with intake forms for each new patient and leaves it unsent. - Draft a warm welcome to each new patient with their first appointment details
- Include the intake and medical history forms matched to their appointment type
- Save every message as a draft and leave it unsent for the front desk to review
Done when A welcome draft with the right forms sits ready in Gmail for every new patient.
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3
Slack - report new patients arriving
slack.com How to Automate Slack
WebRun posts the day's new-patient welcome list to Slack. - Post the team a short list of new patients booked and their first appointment dates
- Flag anyone whose intake forms are still outstanding
- Note that welcome drafts are waiting in Gmail for review
Done when The team has today's new-patient welcome list in Slack.
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
Will it email new patients without me?
No. WebRun only drafts each welcome in Gmail and leaves it unsent. Your front desk reads every message and clicks send, so no new patient is contacted until a person approves it first.
How does it know which forms to send?
It reads the appointment type in NexHealth for each new patient and matches the right intake and medical history forms, the same way NexHealth sends forms by appointment type, so each welcome carries the correct paperwork.
Can it match our practice's tone?
Yes. Give WebRun a sample welcome or a few notes on tone and it drafts each message in your voice, including the first appointment details and the forms the patient needs to complete.
Related templates
Put this on autopilot.
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