Get every patient's advance directive on file
Every Monday, WebRun opens CGM APRIMA, finds every active homebound patient with no advance directive or POLST on file, prepares the appropriate form as a DocuSign envelope ready for the patient's next visit, leaves it unsent until a provider reviews it, and posts a Slack reminder listing which upcoming visits should include the conversation.
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How do I make sure every homebound patient has a current advance directive on file?
WebRun checks CGM APRIMA every Monday for homebound patients missing a current advance directive or POLST, prepares the form as an unsent DocuSign envelope ahead of their next visit, and posts a Slack reminder sorted by visit date. The provider still has the conversation and sends the form, so nothing reaches a patient without it.
- No upcoming visit passes without a reminder if the conversation is still needed
- The form is ready to go the moment the conversation happens, nothing prepared last minute
- Patients who complete a directive elsewhere drop off the list automatically once it's recorded
Built for home based primary care physicians · palliative care coordinators · geriatric care teams · house call medical groups
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.cgm.com/usa_en/products/electronic-health-records/cgm-aprima.htmlin a real browser with your saved login - no setup, no API keys. -
1
CGM APRIMA - find patients with no advance directive
cgm.com How to Automate CGM APRIMA
WebRun opens CGM APRIMA to find patients with no advance directive. - Open CGM APRIMA and check advance directive and POLST status for each active homebound patient
- Filter for patients with no document on file or one older than the practice's review period
- Capture the patient's next scheduled visit date and assigned provider
Done when Every patient missing current advance directive documentation is listed with their next visit date.
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2
DocuSign - prepare the form for the next visit
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare the form for the next visit. - Prepare a DocuSign envelope with the appropriate advance directive or POLST form for each patient
- Pre-fill the patient's name and date, leaving clinical fields blank for the visit conversation
- Leave every envelope unsent. Do not send anything to a patient automatically
Done when A prepared, unsent DocuSign envelope exists for every patient who needs one.
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3
Slack - remind the provider ahead of the visit
slack.com How to Automate Slack
WebRun opens Slack to remind the provider ahead of the visit. - Post a Monday reminder to the clinical Slack channel listing patients with an upcoming visit who still need this conversation
- Sort by soonest visit date first
- Note that the form is already prepared in DocuSign and ready once the conversation happens
Done when The provider has a Slack reminder naming every upcoming visit that should include an advance directive conversation.
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 the advance directive form to a patient to sign automatically?
No. WebRun only prepares the DocuSign envelope and leaves it unsent. Sending it, and having the actual conversation with the patient, always stays with the provider during the visit.
How does it decide a document needs updating rather than just missing?
It checks the date on file against your practice's review period, so a directive that is on file but past due for review is flagged the same way as one that was never completed.
What if the patient completed a directive somewhere else, like at a hospital?
Once that document is uploaded and recorded in CGM APRIMA, the patient's status updates and they drop off the following Monday's reminder automatically.
Related templates
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