Turn a month of ketamine outcomes into one clinical report
On the first Monday of every month, WebRun opens OptiMantra, compiles the past month's PHQ-9 and GAD-7 improvement, session volume, and no-show rate across every prescriber, logs the full breakdown to a Google Sheet, posts an executive summary to Slack, and schedules the clinical quality review meeting on the team's Google Calendar.
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How do I generate a monthly ketamine clinic outcomes report automatically?
WebRun compiles the past month's PHQ-9 and GAD-7 improvement, session volume, and no-show rate from OptiMantra on the first Monday of every month, logs the full breakdown to Google Sheets, and posts an aggregate executive summary to Slack. It also schedules the clinical quality review meeting on Google Calendar, so the report always has a discussion booked.
- Clinical leadership sees the month's outcomes on the first business day, not weeks later
- Session volume and no-show rate are broken out by prescriber automatically
- A quality review meeting is on the calendar every month without anyone remembering to book it
Built for ketamine clinic medical directors · practice owners · clinical quality committees · multi location clinic operators
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.optimantra.comin a real browser with your saved login - no setup, no API keys. -
1
OptiMantra - compile the month's outcome data
optimantra.com How to Automate OptiMantra
WebRun opens OptiMantra to compile the month's outcome data. - Open OptiMantra and pull every session, PHQ-9 and GAD-7 score, and appointment outcome from the past calendar month
- Calculate average percent improvement in PHQ-9 and GAD-7 score across patients who completed induction
- Calculate total session volume and no-show rate by prescriber
Done when The past month's session volume, score improvement, and no-show rate are calculated across the whole clinic.
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2
Google Sheets - log the full monthly breakdown
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the full monthly breakdown. - Open the Monthly Outcomes Report sheet
- Log the month's totals and add a new row to the year to date trend
- Break results out by prescriber for internal comparison
Done when The report sheet has the new month logged alongside the year to date trend.
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3
Slack - post the executive summary
slack.com How to Automate Slack
WebRun opens Slack to post the executive summary. - Post an executive summary to the clinical leadership channel with the headline improvement, volume, and no-show numbers
- Link to the full breakdown in Google Sheets
- Keep the summary at the aggregate, de-identified level. No individual patient detail is posted
Done when Clinical leadership has the month's summary in Slack with a link to the full detail.
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4
Google Calendar - schedule the quality review meeting
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule the quality review meeting. - Check for an existing clinical quality review meeting on the calendar for the coming week
- If none exists, schedule one and invite clinical leadership
Done when A clinical quality review meeting is on the calendar to discuss the month's report.
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 the Slack summary name individual patients?
No. It reports aggregate, de-identified numbers only, like average score improvement and no-show rate. No individual patient detail is posted to Slack.
Does it schedule the review meeting without checking first?
No. It checks Google Calendar for an existing meeting before creating one, so it never double books a clinical quality review that is already on the calendar.
Can it break results out by prescriber?
Yes. The Google Sheet logs session volume and no-show rate by prescriber, so individual comparisons are available to clinical leadership even though the Slack summary stays at the clinic wide level.
Related templates
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