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For medical staff office coordinators, department chairs & credentials committees

Get OPPE reviews done before the evaluation window closes

Every Monday, WebRun opens symplr, finds every provider whose OPPE review window closes within 30 days, drafts a reminder in Outlook for each department chair to review before it is sent, and pre-fills the OPPE evaluation form in DocuSign without sending it.

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14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 symplr find OPPE reviews due within 30 days
2 Outlook draft chair reminders for review
3 DocuSign prepare the OPPE form for review
Run a sample
In short

How do I automatically track when OPPE reviews are due?

WebRun checks symplr every Monday for any provider whose OPPE review window closes within 30 days. It drafts a reminder in Outlook for each department chair listing who still needs an evaluation, and pre-fills the OPPE form in DocuSign without sending it, so your office stays ahead of the review cycle instead of chasing signatures at the deadline.

  • No OPPE cycle is missed because reviews due within 30 days are flagged every Monday
  • Department chairs get a ready to send reminder instead of a cold ask from the office
  • Each OPPE form is pre filled in DocuSign and ready to route the moment the chair signs off

Built for medical staff office coordinators · department chairs · credentials committees · quality and peer review staff

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.symplr.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    symplr - find OPPE reviews due within 30 days
    symplr.com How to Automate symplr
    WebRun in symplr: find OPPE reviews due within 30 days
    WebRun opens symplr to find OPPE reviews due within 30 days.
    • Open symplr Provider and go to the OPPE or ongoing performance evaluation module
    • Filter to providers whose OPPE review window closes within 30 days
    • Note the provider, department, and department chair responsible for each review

    Done when Every provider with an OPPE review due within 30 days is listed with the responsible chair.

  3. 2
    Outlook - draft chair reminders for review
    microsoft.com How to Automate Outlook
    WebRun in Outlook: draft chair reminders for review
    WebRun opens Outlook to draft chair reminders for review.
    • Draft a reminder for each department chair listing which of their providers still need an OPPE review
    • Include the review deadline and what performance data is still needed
    • Leave every draft unsent for your medical staff office to review before it reaches the chair

    Done when An Outlook reminder draft exists for every department chair with an OPPE review due, awaiting review.

  4. 3
    DocuSign - prepare the OPPE form for review
    docusign.com How to Automate DocuSign
    WebRun in DocuSign: prepare the OPPE form for review
    WebRun opens DocuSign to prepare the OPPE form for review.
    • Prepare the OPPE evaluation form for each due provider, pre-filled with their name, department, and review period
    • Leave the envelope unsent
    • Save it for the department chair to complete and sign once their review is done

    Done when A ready to complete, unsent OPPE form exists in DocuSign for every provider due for review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.symplr.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
OPPE reminder drafts · Outlook
OutputWhat each run produces - An Outlook reminder draft per department chair and an unsent DocuSign OPPE evaluation form pre-filled for each provider due for review.
Draft email + draft envelope
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 submit the OPPE evaluation on the chair's behalf?

No. It only prepares a reminder and a pre-filled OPPE form in DocuSign. Completing the evaluation and signing off stays entirely with the department chair.

Will the reminder email go to the chair automatically?

No. WebRun leaves every chair reminder as an Outlook draft for your medical staff office to review before it is sent. Nothing goes out without a human checking it first.

How far ahead does it flag an upcoming OPPE review?

By default, 30 days before the review window closes, giving chairs enough lead time to gather performance data. That window can be adjusted to your medical staff bylaws.

Put this on autopilot.

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