Recall every DPC member due for their annual visit
Every Monday, WebRun opens Hint Health, identifies active members overdue for an annual wellness visit, logs the recall list to Google Sheets, and sends the care coordinator a Telegram summary so no member goes a second year without a visit.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically recall DPC members who are overdue for their annual visit?
WebRun opens Hint Health every Monday, finds active members overdue for their annual wellness visit, and logs each one to a Google Sheets recall tracker by how long they are overdue. It sends the care coordinator a Telegram summary so recall outreach drafts can be reviewed and sent without any member being missed for a second year.
- No active member goes a second year without an annual wellness visit check
- Care coordinators receive a weekly ranked recall list every Monday morning
- Member-facing recall messages are always staff-reviewed before sending
Built for direct primary care practices · DPC care coordinators · preventive care teams
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.hint.comin a real browser with your saved login - no setup, no API keys. -
1
Hint Health - find members overdue for annual visit
hint.com How to Automate Hint Health
WebRun opens Hint Health to find members overdue for annual visit. - Open Hint Health and navigate to the patient or member roster
- Identify active members whose last recorded annual wellness visit was more than 12 months ago
- Capture member name, enrollment date, last visit date, and assigned provider
Done when Every overdue member is identified with their visit history details.
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2
Google Sheets - log recall list with visit history
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log recall list with visit history. - Open the annual recall tracker sheet
- Append each overdue member as a new row with name, last visit date, and months overdue
- Mark members already contacted this month as in-progress
Done when Recall tracker sheet is updated with all overdue members and their outreach status.
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3
Telegram - send weekly recall summary to care coordinator
telegram.org How to Automate Telegram
WebRun opens Telegram to send weekly recall summary to care coordinator. - Send the care coordinator a weekly Telegram summary of how many members are overdue
- Include a breakdown by months overdue: 12 to 18 months, 18 to 24 months, over 24 months
- Note that recall outreach drafts are queued in Google Sheets for staff to review and send
Done when Care coordinator has the weekly overdue recall count and breakdown in Telegram.
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 send recall messages to members without staff approval?
No. All member-facing recall outreach is drafted and queued in Google Sheets for staff to review and send. No message goes to a member automatically, protecting PHI and keeping a human in the loop.
How does it know if a member has already been contacted?
Staff update the outreach status in the Google Sheets tracker after each contact. WebRun reads that status on the next weekly run and skips members already marked as in-progress or done.
Can it handle members with multiple providers?
Yes. Each member's assigned provider is captured from Hint Health and included in the recall list, so the care coordinator can route outreach to the correct provider team.
Related templates
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