Keep your patients on schedule with automated annual exam recalls
Every morning, WebRun opens Nextech, finds patients whose annual exam is due or overdue, drafts recall messages for each, logs the recall list to Google Sheets, and posts a summary to Slack so staff can review and approve before any message reaches a patient.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically identify and recall ophthalmology patients due for their annual exam?
WebRun opens Nextech every morning, finds patients due for their annual eye exam, and drafts a personalized recall message for each. It logs the full list to Google Sheets and alerts staff in Slack so the team can review and approve every message before any outreach reaches a patient.
- No overdue annual-exam patient slips through the recall queue
- Staff spend minutes approving drafts instead of hours building recall lists
- Every recall message is reviewed before it reaches a patient
Built for ophthalmology practices · optometry clinics · eye care groups · front-desk staff
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
www.nextech.comin a real browser with your saved login - no setup, no API keys. -
1
Nextech - find patients due for annual exam
nextech.com How to Automate Nextech
WebRun opens Nextech to find patients due for annual exam. - Open Nextech and navigate to the Recall module
- Filter for patients whose last exam date is 11 to 13 months ago or overdue
- Capture patient name, last visit date, provider, and preferred contact method
- Draft a personalized recall message for each patient without sending
Done when Every due or overdue patient has a drafted recall message ready for review.
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2
Google Sheets - log recall list for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log recall list for review. - Append each patient and their drafted recall message to the Recall Queue sheet
- Include columns for patient name, last visit, provider, contact method, and message draft
- Mark each row as Pending Approval
Done when The recall queue sheet reflects all patients needing outreach with drafts attached.
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3
Slack - alert staff to approve outreach
slack.com How to Automate Slack
WebRun opens Slack to alert staff to approve outreach. - Post a summary to the front-desk Slack channel with a count of patients awaiting recall
- Link to the Google Sheets queue for easy review
- Never send any patient message without staff approval
Done when Staff have received a Slack alert and can review and approve recalls in Sheets.
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 send recall messages to patients automatically?
No. WebRun drafts every recall message and queues it in Google Sheets for staff review. No message reaches a patient until a team member approves it, keeping protected health information secure.
How does it decide which patients are due for a recall?
It reads each patient's last exam date directly from Nextech and flags anyone whose annual visit falls between 11 and 13 months ago or is already overdue, using live data on every run.
Can it filter by provider or location?
Yes. You can configure WebRun to scope the recall list to specific providers or clinic locations within Nextech so each front-desk team only sees their own patient queue.
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