Chase incomplete intake forms for new nephrology patients
Every morning, WebRun opens Acumen and finds new nephrology patients whose intake forms are incomplete or missing. It logs each patient to a Google Sheets intake tracker and drafts a form-completion reminder via Mailchimp, queued for staff review before any email reaches the patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on incomplete intake forms for new nephrology patients?
Every morning, WebRun opens Acumen and identifies new nephrology referrals whose intake forms are incomplete. It logs each to a Google Sheets tracker sorted by appointment date, drafts a personalized Mailchimp reminder, and holds every email for staff approval before it reaches the patient, keeping intake moving without risking unsupervised contact.
- Incomplete intake is caught daily, not the day before a first appointment
- Staff review pre-written drafts instead of composing intake chasers manually
- Appointment schedules run on time because missing forms are addressed early
Built for nephrology front-office staff · CKD clinic coordinators · nephrology practice managers · new patient intake teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
service.acumenmd.comin a real browser with your saved login - no setup, no API keys. -
1
Acumen - find patients with incomplete intake
acumenmd.com How to Automate Acumen
WebRun opens Acumen to find patients with incomplete intake. - Open Acumen and filter the new patient list to referrals received in the past 14 days
- Identify patients whose intake forms are incomplete or not yet returned
- Capture patient name, MRN, referring provider, appointment date, and which sections are missing
- Skip any patient who returned intake documents in the past 48 hours
Done when All new patients with incomplete intake are identified with the specific missing sections noted.
-
2
Google Sheets - log intake chase list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log intake chase list. - Append each patient to the New Patient Intake Tracker sheet
- Record patient name, MRN, appointment date, missing sections, and days since referral
- Sort by appointment date ascending so the most urgent are at the top
Done when The tracker is updated with all patients awaiting intake completion, sorted by appointment date.
-
3
Mailchimp - draft form-completion reminders for review
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft form-completion reminders for review. - Draft a personalized intake reminder email for each patient using the practice template
- Include a clear description of which sections remain incomplete and how to submit them
- Save each draft for staff review and do not send until a staff member approves the message
Done when Each patient has a Mailchimp draft ready. No email is sent until staff approves.
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 the intake reminder go to the patient automatically?
No. WebRun drafts the reminder in Mailchimp and marks it as awaiting approval in Google Sheets. A staff member must review and approve each draft before any email is sent to a patient.
What if the patient returns intake documents the same morning WebRun runs?
WebRun checks Acumen for documents returned in the past 48 hours and skips those patients, so a patient who just submitted their forms will not receive a reminder.
Does it track which specific sections are missing?
Yes. The Google Sheets row for each patient includes a note on which sections of the intake are incomplete, so staff know exactly what to follow up on.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.