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For OBGYN practices, women's health clinics & obstetrics offices

Route every new OBGYN patient to the right provider on day one

Every morning, WebRun opens Tebra, finds new patient intake forms submitted since the prior close of business, reviews the requested service type and insurance, and posts a routing summary to Slack listing each new patient's service need and the recommended provider so front desk can confirm assignments before the clinic day begins.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 7:00 AM WebRun
1 Tebra find new patient intake forms submitted overnight
2 Slack post routing summary for front desk action
Run a sample
In short

How can I automatically route new OBGYN patient intakes to the right provider?

WebRun checks Tebra each morning for new OBGYN patient intake forms submitted overnight, matches each to the right provider by service type and insurance, and posts a routing summary to Slack. Front desk arrives to a ready action list rather than starting the day sorting through unassigned intake forms.

  • Front desk has a provider-assigned routing list in Slack before the clinic opens every morning
  • Intakes with missing insurance information are flagged immediately, preventing scheduling errors
  • New patient wait times shrink because routing and assignment happen overnight, not at check-in

Built for OBGYN practices · women's health clinics · obstetrics offices · gynecology groups

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

  2. 1
    Tebra - find new patient intake forms submitted overnight
    tebra.com How to Automate Tebra
    WebRun in Tebra: find new patient intake forms submitted overnight
    WebRun opens Tebra to find new patient intake forms submitted overnight.
    • Open Tebra and filter for new patient records created or intake forms submitted since 5:00 PM the prior day
    • Note each patient's service type request (prenatal, gynecology, well-woman, procedure consult, other)
    • Check insurance on file and identify any payers requiring a specific in-network provider
    • Match each intake to a provider based on service type, insurance, and provider availability

    Done when All overnight new patient intakes have a recommended provider assignment and service-type notes.

  3. 2
    Slack - post routing summary for front desk action
    slack.com How to Automate Slack
    WebRun in Slack: post routing summary for front desk action
    WebRun opens Slack to post routing summary for front desk action.
    • Post a routing summary to the front desk Slack channel listing each new patient by service type and recommended provider
    • Flag any intake where insurance verification is still needed or no available provider slot was found
    • List unbooked intakes separately so front desk can prioritize scheduling calls

    Done when Front desk has the overnight new patient routing list in Slack before the clinic opens.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.tebra.com
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
New patient routing list · Slack
OutputWhat each run produces - A daily Slack routing summary of overnight new patient intake submissions grouped by service type, with recommended provider assignments and flags for incomplete insurance or unbooked slots.
Text
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

Does it confirm appointments or contact new patients directly?

No. WebRun surfaces a routing summary for front desk staff to action. All patient-facing confirmation calls or messages are handled by staff so new patients receive a personal welcome and any questions can be addressed by a team member.

How does it match a new patient to the right OBGYN provider?

It uses the service type requested, the patient's insurance payer, and current provider availability in Tebra. If multiple providers are eligible, it recommends the one with the most open capacity. Staff confirm the final assignment.

What if a new patient's insurance is not yet verified?

Any intake where insurance details are missing or unverifiable in Tebra is flagged in the Slack message with a note to verify before confirming the appointment. This prevents booking patients with coverage issues.

Put this on autopilot.

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