Make sure every surgical patient gets their post-op follow-up on schedule
Every morning, WebRun opens Nextech and finds surgical patients who are due for a post-op follow-up visit based on their procedure date and your standard follow-up schedule. It drafts a reminder for each patient in Gmail, logs the cases in Airtable, and holds every draft for coordinator review before any message is sent.
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How can I automatically remind ophthalmology surgery patients to schedule their post-op follow-up?
WebRun opens Nextech every morning and finds surgical patients whose post-op follow-up is due but not yet booked. It drafts a procedure-specific reminder for each patient in Gmail, logs every case in an Airtable tracker with urgency flags, and holds all messages for coordinator review before anything reaches a patient.
- No post-operative patient misses their follow-up milestone unnoticed
- Coordinators review polished drafts instead of writing each reminder by hand
- Overdue post-op cases are flagged as urgent before they become clinical risks
Built for ophthalmology surgical practices · cataract surgery centers · post-op care coordinators · eye care clinical 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 post-op patients due for follow-up
nextech.com How to Automate Nextech
WebRun opens Nextech to find post-op patients due for follow-up. - Open Nextech and navigate to the surgical schedule or post-op tracking view
- Identify patients whose procedure date falls within the follow-up window such as 1 day, 1 week, or 1 month post-op
- Check whether a follow-up appointment is already scheduled for each patient
- List patients with a due follow-up and no existing booking as needing outreach
Done when Every post-op patient due for a follow-up without an existing booking is identified.
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2
Airtable - log post-op follow-up tracker
airtable.com How to Automate Airtable
WebRun opens Airtable to log post-op follow-up tracker. - Upsert each case into the Post-Op Follow-Up Tracker Airtable base
- Log procedure type, procedure date, follow-up milestone, and outreach status
- Flag cases where follow-up is overdue by more than 2 days as Urgent
Done when The Airtable post-op tracker reflects every open follow-up case with current urgency status.
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3
Gmail - draft post-op follow-up reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft post-op follow-up reminder. - Draft a follow-up reminder for each due patient using the procedure-specific template
- Include the recommended follow-up timeframe and clinic contact details
- Save each draft without sending for coordinator review and approval
Done when A Gmail draft post-op reminder exists for every due follow-up patient, awaiting coordinator approval.
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 contact post-op patients without staff approval?
No. Every post-op reminder is saved as a Gmail draft and flagged in Airtable as Pending Approval. A coordinator must review and approve the message before it is sent to the patient.
Can it handle different follow-up schedules for different procedures?
Yes. You configure follow-up milestones per procedure type during setup, for example 1 day post-cataract and 1 week post-glaucoma surgery, and WebRun applies the correct window for each patient.
What if a patient already booked their follow-up appointment?
WebRun checks Nextech for an existing follow-up appointment before drafting a reminder. Patients with a scheduled visit are skipped automatically so the coordinator only sees patients who genuinely need outreach.
Related templates
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