Route new patient intake requests to the right provider automatically
When a new patient intake form is submitted through Cerbo, WebRun reads the patient's chief concerns and health history, matches them to the best-fit provider based on specialty focus and current availability, and posts a routing recommendation to Slack so your care coordinator can confirm the assignment with one click.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically route new naturopathic patient intake forms to the right provider?
When a new patient intake form arrives in Cerbo, WebRun reads their chief concerns, matches them to the best-fit provider based on specialty and availability, and posts a routing recommendation to Slack within minutes. Your care coordinator confirms or adjusts the match before any appointment is booked, keeping a human in the loop from the first contact.
- New patients are matched to the right provider within minutes of submitting their intake
- Care coordinators spend seconds confirming a ready recommendation instead of manually reviewing forms
- No appointment is booked without explicit human confirmation
Built for naturopathic practices with multiple providers · integrative medicine clinics · functional health care coordinators
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.cer.boin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - read new intake form and match to best-fit provider
cer.bo How to Automate Cerbo
WebRun opens Cerbo to read new intake form and match to best-fit provider. - Detect a newly submitted patient intake form in Cerbo
- Read the patient's chief concerns, health goals, and any flagged conditions from the form
- Compare the patient's needs against each provider's specialty focus and open appointment slots
- Select the best-fit provider and note the reasoning, for example: hormone specialist with availability this week
Done when A provider match and routing rationale have been determined for the new patient.
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2
Slack - post routing recommendation for coordinator confirmation
slack.com How to Automate Slack
WebRun opens Slack to post routing recommendation for coordinator confirmation. - Post the routing recommendation to the care-coordinator Slack channel
- Include the patient's first name and last initial, their chief concern, the recommended provider, and available appointment slots
- Ask the coordinator to confirm or override the match before any appointment is booked
Done when The care coordinator has a routing recommendation in Slack and can confirm or adjust within minutes of the intake arriving.
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 book the appointment automatically?
No. WebRun posts a routing recommendation to Slack and waits for your care coordinator to confirm or adjust the provider match before any appointment is created in Cerbo. No appointment is booked without human approval.
How does it choose the right provider?
It reads the patient's chief concerns from the intake form and compares them against each provider's documented specialty focus and current open slots in Cerbo. You configure the specialty-to-provider mapping once during setup.
Is patient health information safe in Slack?
WebRun shares only the patient's first name, last initial, and chief concern in the Slack message. Full intake details remain inside Cerbo. No clinical notes or PHI beyond that are posted to Slack.
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