Triage patient portal messages before they pile up
Throughout the day, WebRun checks Cerbo's patient portal for new messages, sorts each one into routine, meaning scheduling, billing, or a prescription refill, or urgent and clinical, drafts a suggested reply inside the portal for routine messages that a provider reviews before sending, and emails the on call provider right away when a message needs clinical judgment.
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How do I triage patient portal messages so urgent ones don't wait?
WebRun checks Cerbo's patient portal every 15 minutes, sorts new messages into routine or urgent and clinical, and drafts a suggested reply inside the portal for routine questions that a provider reviews before sending. Anything urgent triggers an immediate internal email to the on call provider, so clinical messages get a human response fast without any auto reply reaching the patient.
- Urgent clinical messages reach a provider within 15 minutes, not at end of day
- Routine messages get a draft reply ready instead of starting from scratch
- No portal message goes unanswered while the inbox quietly grows
Built for functional medicine practices · integrative medicine clinics · on call providers · front desk and clinical staff
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
cerbo.comin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - scan and triage new portal messages
cerbo.com How to Automate Cerbo
WebRun opens Cerbo to scan and triage new portal messages. - Open Cerbo's patient portal and check for messages received since the last run
- Sort each message as routine, meaning scheduling, billing, or a prescription refill, or urgent and clinical
- Draft a suggested reply inside the portal for each routine message, left unsent for a provider to review and send
Done when Every new portal message has been triaged, with a draft reply waiting for the routine ones.
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2
Gmail - alert the on call provider to urgent messages
gmail.com How to Automate Gmail
WebRun opens Gmail to alert the on call provider to urgent messages. - Send an internal alert to the on call provider for any message flagged urgent or clinical
- Include the patient name and a short summary of the message so the provider can act immediately
- Never reply to the patient directly. Only alert the provider internally
Done when The on call provider has been alerted to every urgent message the same day it arrived.
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 reply to a patient's portal message on its own?
No. Suggested replies are drafted inside the Cerbo portal and left unsent. A provider reviews and sends each one. Urgent or clinical messages are never auto replied to at all, only flagged internally.
How does it decide what's urgent?
It reads the message content for clinical language and keywords, such as symptom reports, medication concerns, or anything not clearly scheduling, billing, or a routine refill request. Anything ambiguous is routed to urgent by default.
Who receives the urgent alert?
Whichever provider your practice has designated as on call for that day, alerted by internal email with the patient's name and a short summary, never the patient themselves.
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