Chase specialist referrals until they close
Every morning, WebRun opens CGM APRIMA, checks every specialist referral placed for your homebound patients, flags any still open past 14 days without a consult note back, logs each one to a Google Sheet ranked by days outstanding, and drafts a follow up email to the specialist's office that stays unsent until staff review it.
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- Under $0.01 per run
- Cancel anytime
How do I track open specialist referrals for homebound patients and follow up on them?
WebRun checks CGM APRIMA every morning for specialist referrals still open with no consult note back, logging each to a Google Sheet ranked by days outstanding. For anything open more than 14 days, it drafts a follow up email to the specialist's office in Gmail, held for staff review, so a referral never quietly goes unanswered.
- No referral goes more than 14 days without a follow up being drafted
- Staff open one sheet to see every open referral ranked by urgency
- Referrals close automatically off the tracker once the consult note comes back
Built for home based primary care practices · referral coordinators · care coordinators · 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 - check open specialist referrals
cgm.com How to Automate CGM APRIMA
WebRun opens CGM APRIMA to check open specialist referrals. - Open CGM APRIMA and filter referrals to those still open, with no consult note received back
- Capture the patient, specialist, referral reason, and the date the referral was placed
- Calculate days outstanding for each open referral
Done when Every open referral is listed with its specialist, reason, and days outstanding.
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2
Google Sheets - log referrals by days outstanding
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log referrals by days outstanding. - Open the Specialist Referral Tracker sheet
- Update or add a row for each open referral with today's days outstanding
- Sort the sheet with the longest outstanding referrals first
Done when The tracker sheet reflects every open referral, sorted by days outstanding.
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3
Gmail - draft a follow up to the specialist
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow up to the specialist. - Draft a polite follow up email to the specialist's office for any referral open more than 14 days
- Reference the patient, the referral date, and ask for a status update or the consult note
- Save every email as a Gmail draft. Do not send any message to a specialist's office automatically
Done when A draft follow up email is ready for every referral open more than 14 days, held for staff review.
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 follow up emails to specialist offices automatically?
No. Every follow up email is saved as a Gmail draft and held for your staff to review and send. WebRun never contacts a specialist's office on its own.
How long does a referral have to be open before it gets a follow up draft?
By default, referrals open more than 14 days without a consult note back get a draft follow up. That threshold can be adjusted to match your practice's typical turnaround.
What if the consult note comes back before staff act on the follow up?
It checks the live referral status in CGM APRIMA each morning, so any referral with a consult note already received is marked closed and dropped from the tracker automatically.
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