Track endodontic staff license and credential expiry before compliance lapses
Every Monday, WebRun checks TDO Software and your staff credential tracking sheet for licenses, CPR certifications, and DEA registrations expiring in the next 90 days, updates the Google Sheets tracker with current status and days remaining, and posts your office manager a Slack digest so renewals are initiated well before any compliance deadline.
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How do I automatically track endodontic staff license and credential expiry dates?
WebRun checks TDO Software every Monday for staff licenses, DEA registrations, and CPR certifications expiring in the next 90 days, updates the Google Sheets credential tracker with days remaining, and posts your office manager a Slack digest with critical items flagged. Renewals due within 30 days are highlighted so no compliance deadline is missed.
- Every credential expiry visible 90 days in advance
- Critical renewals due within 30 days flagged every Monday
- Updated credential records removed from the critical list automatically
Built for endodontic office managers · endodontists · dental specialty practice administrators · endodontic compliance 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
wwww.tdo4endo.comin a real browser with your saved login - no setup, no API keys. -
1
TDO Software - check staff records for credential expiry dates
tdo4endo.com How to Automate TDO Software
WebRun opens TDO Software to check staff records for credential expiry dates. - Open TDO Software and navigate to staff or provider records
- Review expiry dates for professional licenses, DEA registrations, and any credentialing fields on file
- Capture staff name, credential type, and expiry date for each record expiring in the next 90 days
- Flag credentials expiring within 30 days as critical
Done when All staff credentials expiring within 90 days are captured with expiry dates and critical flags for those within 30 days.
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2
Google Sheets - update credential tracker with days remaining
google.com How to Automate Google Sheets
WebRun opens Google Sheets to update credential tracker with days remaining. - Open the Staff Credential Tracker sheet
- Update each credential row with the current expiry date, days remaining, and renewal status
- Sort the sheet so critical-priority credentials appear at the top
- Add a new row for any credential not previously tracked
Done when The credential tracker is updated and sorted by days remaining, with critical items at the top.
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3
Slack - post office manager digest with expiring credentials
slack.com How to Automate Slack
WebRun opens Slack to post office manager digest with expiring credentials. - Post a Monday credential digest to the office manager Slack channel
- List each expiring credential by staff name, credential type, and days remaining
- Flag critical items in red text and include a link to the Google Sheet tracker
Done when Office manager has a Monday Slack digest with all expiring credentials listed by urgency.
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 submit renewal applications to licensing boards automatically?
No. Submitting a renewal to a state dental board or DEA is a regulated action that must be handled by the credential holder or the office manager. WebRun surfaces the deadlines so renewals are initiated on time.
What types of credentials does it track?
WebRun tracks any credential with an expiry date on record in TDO Software or your Google Sheet, including state dental licenses, DEA registrations, CPR and BLS certifications, and any custom credential types you add to the tracker.
What if a credential was renewed and the date was updated?
WebRun reads the current expiry date each Monday. If a renewal was entered and the date has been updated in TDO Software or the Google Sheet, the credential moves off the critical list automatically.
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