Triage and route every new psychiatry referral fast
Whenever a new referral email or fax arrives, WebRun reads it, captures the patient and referring provider details into Osmind, classifies it by likely treatment pathway such as Spravato, ketamine, or TMS, posts the intake team a Slack summary with the suggested next step, and drafts an acknowledgement reply to the referrer in Gmail for review.
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- Cancel anytime
How do I triage and route new psychiatry referrals automatically?
When a new referral arrives, WebRun reads it, logs the patient and referring provider in Osmind, and classifies it by likely pathway such as Spravato, ketamine, or TMS. It posts the intake team a Slack summary with the next step and drafts an acknowledgement reply to the referrer in Gmail for the coordinator to review and send.
- Every referral is logged and triaged within minutes of arriving
- Referring providers get a prompt, drafted acknowledgement ready to send
- The intake team sees the suggested pathway and next step in Slack right away
Built for interventional psychiatry clinics · intake coordinators · psychiatric practice managers · referral-based ketamine clinics
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
app.osmind.orgin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read the new referral
gmail.com How to Automate Gmail
WebRun reads the new referral and drafts a referrer acknowledgement. - Open the new referral email or attached fax in the intake inbox
- Read the patient details, referring provider, reason for referral, and any diagnosis or prior treatment noted
- Draft a short acknowledgement reply to the referring provider confirming the referral was received and next steps
- Leave the acknowledgement as an unsent draft for the intake coordinator to review and send. Do not send automatically
Done when The referral is read and a referrer acknowledgement draft awaits review in Gmail.
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2
Osmind - log and triage the referral
osmind.org How to Automate Osmind
WebRun logs the referral in Osmind and classifies its treatment pathway. - Open Osmind and create or update the referral record with the patient and referring provider details
- Classify the referral by likely treatment pathway such as Spravato, ketamine, or TMS based on the referral reason
- Note whether records, prior authorization, or a benefits check will be needed to proceed
- Set the intake status so the coordinator can see exactly where the referral stands
Done when The referral is logged in Osmind with a suggested pathway and the next intake step recorded.
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3
Slack - summarize the intake for the team
slack.com How to Automate Slack
WebRun posts a triaged intake summary to the intake channel. - Post a summary to the intake Slack channel with patient initials, referring provider, and suggested pathway
- Note the recommended next step, such as records request, benefits check, or scheduling a consult
- Flag urgent referrals so the coordinator can prioritize them
Done when The intake team has a Slack summary of the new referral with its pathway and next step.
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
Does it reply to the referring provider on its own?
No. WebRun drafts the acknowledgement reply in Gmail and leaves it unsent. Your intake coordinator reviews and sends it. No message reaches the referring provider or patient without human approval.
How does it decide the treatment pathway?
It reads the referral reason and any diagnosis or prior treatment noted, then suggests a likely pathway such as Spravato, ketamine, or TMS. The suggestion is a starting point that your clinical team confirms.
Where does the patient information from the referral go?
Into your own Osmind record and an internal Slack summary using initials, both inside your connected workspace. No protected health information is sent to any outside service by WebRun.
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