All templates
For IDD care coordinators, group home managers & transport coordinators

Draft appointment confirmations for every scheduled medical visit

Every Monday, WebRun opens Therap, finds medical and specialty appointments scheduled for the coming week, drafts a confirmation message for each for the care coordinator to review and send, and logs confirmed appointments to Google Calendar for transport coordination.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 7:00 AM WebRun
1 Therap find upcoming medical appointments for the week
2 Gmail draft confirmation messages for coordinator review
3 Google Calendar log confirmed appointments for transport coordination
Run a sample
In short

How do I automatically draft appointment confirmations for IDD service recipients?

WebRun opens Therap every Monday morning, finds medical and specialty appointments scheduled for the coming week, drafts a confirmation message per appointment in Gmail for the care coordinator to review and send, and creates draft Google Calendar events for transport coordination so no medical visit is missed.

  • No upcoming medical appointment missed due to a coordination gap
  • Coordinators start the week with ready-to-send confirmation drafts
  • Transport logistics visible on the team calendar before the appointment week begins

Built for IDD care coordinators · group home managers · transport coordinators · case managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.therapservices.net in a real browser with your saved login - no setup, no API keys.

  2. 1
    Therap - find upcoming medical appointments for the week
    therapservices.net How to Automate Therap
    WebRun in Therap: find upcoming medical appointments for the week
    WebRun opens Therap to find upcoming medical appointments for the week.
    • Open Therap and navigate to the scheduling or health-tracking section
    • Filter for medical, dental, psychiatric, and specialty appointments scheduled in the next 7 days
    • Capture the appointment type, provider, date, time, location, individual identifier, and assigned staff for each

    Done when All upcoming medical appointments for the week are listed with provider, time, and assigned staff.

  3. 2
    Gmail - draft confirmation messages for coordinator review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft confirmation messages for coordinator review
    WebRun opens Gmail to draft confirmation messages for coordinator review.
    • Draft a confirmation message for each appointment addressed to the assigned care coordinator
    • Include appointment type, provider, date, time, and transport needs without including protected health information in the email subject line
    • Leave every draft unsent for coordinator review and approval - never send to providers or families automatically

    Done when One Gmail draft per upcoming appointment is ready for coordinator review and sending.

  4. 3
    Google Calendar - log confirmed appointments for transport coordination
    calendar.google.com How to Automate Google Calendar
    WebRun in Google Calendar: log confirmed appointments for transport coordination
    WebRun opens Google Calendar to log confirmed appointments for transport coordination.
    • Create a draft calendar event for each appointment with the provider, time, and transport note
    • Add the assigned staff member as a calendar attendee in the draft
    • Leave draft events for the coordinator to confirm and publish - do not send invites automatically

    Done when One draft calendar event per appointment exists for coordinator confirmation.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.therapservices.net
ScheduleRuns automatically on this cadence
Every Monday at 7:00 AM
DeliveryHow each run's result reaches you
Appointment drafts · Gmail
OutputWhat each run produces - Gmail drafts for coordinator approval and Google Calendar draft events for each upcoming medical appointment, ready for publishing after review.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact the provider's office or the individual's family automatically?

No. WebRun only drafts the confirmation messages and calendar events. All outreach to providers, families, or guardians is sent by the care coordinator after reviewing and approving each draft.

How does it handle transport coordination details?

It includes a transport note field in each draft based on the appointment location and the individual's transportation needs recorded in Therap. The coordinator can edit the draft before sending if transport arrangements change.

What if an appointment is canceled in Therap before Monday's run?

It reads live appointment data from Therap on the Monday morning run, so any appointment canceled before the run will not appear in the drafts. If canceled after drafts are created, the coordinator should delete the relevant draft.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.