Capture referrals fast
Every time a new referral lands, WebRun opens Axxess, captures the patient name, referral source, payer, and clinical notes, logs the record to your intake Google Sheet, and posts an alert to your intake Slack channel so the team can act immediately.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically log and alert on new home health referrals?
WebRun opens Axxess every morning, reads every new inbound referral, and logs the patient, payer, and source details to your intake Google Sheet. It then posts an alert to your intake Slack channel so the team can follow up immediately and no admission opportunity is missed.
- Every referral is logged and alerted within minutes of arrival
- Intake coordinators see new referrals in Slack without opening Axxess
- No referral sits unacknowledged overnight
Built for home health intake coordinators · home health agencies · admission teams · case 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
www.axxess.comin a real browser with your saved login - no setup, no API keys. -
1
Axxess - read new referrals
axxess.com
WebRun opens Axxess to read new referrals. - Open Axxess and navigate to the Referrals inbox
- Identify referrals received since the last run
- Capture patient name, referral source, payer, diagnosis, and requested start date for each
Done when Every new referral has its key details captured and ready to log.
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2
Google Sheets - log referral details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log referral details. - Open the intake tracking Google Sheet
- Append a new row for each referral with the captured details
- Stamp the date and time received in the log
Done when All new referrals are recorded as rows in the intake sheet.
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3
Slack - alert the intake team
slack.com How to Automate Slack
WebRun opens Slack to alert the intake team. - Post a summary of new referrals to the intake Slack channel
- Include patient initials, payer, and referral source in each alert
- Tag the intake coordinator if any referral is marked urgent
Done when The intake team has a Slack notification for every new referral.
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 the patient or referral source directly?
No. WebRun only reads referral data in Axxess, logs it to Sheets, and posts an internal Slack alert. No external messages are sent to patients, families, or referral sources without your team taking action.
Which details does it capture for each referral?
It captures patient initials, referral source, payer, primary diagnosis, and requested start date. You can expand the Sheet columns to include additional fields from Axxess as your intake process requires.
What if a referral was already logged from a previous run?
WebRun checks the intake Sheet for existing entries and skips any referral already recorded, so duplicate rows are not created across multiple daily runs.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.