Draft treatment follow-up messages for endodontic patients who went quiet
Every Monday, WebRun opens TDO Software, identifies patients who had an initial root canal visit but have no future appointment and no completed treatment on record, logs them to a Google Sheet care-gap list, and drafts a gentle follow-up SMS for each via Twilio so your coordinator can review and reach out before the patient's oral health worsens.
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How do I automatically find endodontic patients with incomplete treatment and draft follow-up outreach?
WebRun opens TDO Software every Monday and identifies patients who started a root canal but have no completed treatment record and no future appointment. It logs the care-gap list in Google Sheets sorted by days since the last visit, and drafts a gentle follow-up SMS for each via Twilio. No patient is contacted until a coordinator reviews and approves each message.
- Incomplete treatment cases surfaced every Monday before gaps widen beyond 90 days
- Coordinator reviews every outreach draft before any patient is contacted
- High-priority gaps over 60 days flagged for same-day coordinator action
Built for endodontists · endodontic coordinators · dental specialty care teams · endodontic practice managers
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
wwww.tdo4endo.comin a real browser with your saved login - no setup, no API keys. -
1
TDO Software - identify patients with incomplete treatment and no follow-up booked
tdo4endo.com How to Automate TDO Software
WebRun opens TDO Software to identify patients with incomplete treatment and no follow-up booked. - Open TDO Software and search for patients with an initial root canal or pulp treatment visit in the past 90 days
- Filter out patients who have a completed treatment record or a future appointment scheduled
- Capture patient name, date of last visit, treatment stage, and referring dentist if applicable
- Sort by days since last visit so the longest gaps appear first
Done when All patients with an incomplete treatment and no follow-up booked are identified and sorted by days since last visit.
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2
Google Sheets - log care-gap list with days since last visit
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log care-gap list with days since last visit. - Open the Care Gap Tracker sheet
- Append each patient's record with last visit date, treatment stage, and days since last visit
- Flag any gap longer than 60 days as high priority for coordinator review
Done when All care-gap records are logged in Google Sheets with high-priority gaps flagged.
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3
Twilio - draft follow-up SMS for coordinator review
twilio.com How to Automate Twilio
WebRun opens Twilio to draft follow-up SMS for coordinator review. - Draft a gentle, caring follow-up SMS for each care-gap patient using their name
- Include a prompt to contact the office to schedule their next visit
- Save each draft in Twilio without sending, for coordinator review and approval
Done when A draft follow-up SMS exists in Twilio for every care-gap patient, awaiting coordinator approval before any patient is contacted.
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 contact patients with incomplete treatment without coordinator approval?
No. Every follow-up message is drafted and saved in Twilio as an unsent message. Your coordinator reviews the care-gap list and approves each outreach before any patient is contacted.
What if a patient went back to their general dentist instead of returning here?
If a patient has no record of a future appointment in TDO Software and no completed treatment note, they appear on the care-gap list. Your coordinator can mark records as resolved or no-contact after reviewing each case.
Does it notify the referring dentist about a care gap?
Not automatically. Notifying a referring dentist about a patient's incomplete treatment is a clinical decision your coordinator and clinician should make together. WebRun surfaces the gap so that conversation can happen.
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