Thank referring dentists and keep referral relationships strong
Every morning, WebRun opens Cloud9 Ortho, finds new patients added in the past 24 hours with a referring dentist on file, drafts a professional thank-you message to each referring practice, saves the drafts in Gmail for the treating doctor to review, and notifies them in Slack so the acknowledgment goes out promptly.
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How do I automatically thank referring dentists for orthodontic patient referrals?
Every morning, WebRun opens Cloud9 Ortho, finds new patients added in the past 24 hours with a referring dentist on file, and drafts a professional thank-you message to each referring practice in Gmail. The treating doctor reviews and sends each draft, so every referral relationship is acknowledged promptly and personally.
- Every referring dentist gets a personal thank-you within 24 hours of the referral
- Doctors review ready-made drafts rather than writing thank-you notes from scratch
- No message goes to a referring practice without the doctor approving it first
Built for orthodontists · orthodontic practices · ortho treatment coordinators · dental marketing managers
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.cloud9ortho.comin a real browser with your saved login - no setup, no API keys. -
1
Cloud9 Ortho - find new patients with a referring dentist
- Open Cloud9 Ortho and filter for patients added in the past 24 hours
- Identify records that include a referring dentist or practice
- Capture patient first name, referring dentist name, referring practice name, and contact email for each
Done when Every new patient with a referring dentist added in the past 24 hours is listed with referral source details.
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2
Gmail - draft thank-you messages
gmail.com How to Automate Gmail
WebRun opens Gmail to draft thank-you messages. - Draft a warm, professional thank-you message addressed to the referring dentist
- Mention the patient by first name and express appreciation for the referral
- Save each message as a Gmail draft, leaving it unsent for the treating doctor to review
Done when One draft thank-you message per referring dentist is saved in Gmail, unsent.
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3
Slack - notify doctor to review drafts
slack.com How to Automate Slack
WebRun opens Slack to notify doctor to review drafts. - Post a notification to the doctor's Slack channel listing the referring dentists to be thanked
- Include a link to the Gmail drafts folder
Done when The doctor has a Slack notification and can review and send the thank-you drafts at their convenience.
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 thank-you messages to referring dentists without the doctor reviewing them?
No. Every thank-you is saved as a Gmail draft and left unsent. The treating doctor reviews and sends each message, so every acknowledgment is personal and approved before it leaves the practice.
What if the same referring dentist referred multiple patients in a day?
WebRun groups patients by referring practice and drafts a single consolidated thank-you that mentions each referred patient by first name, keeping the message concise and the relationship warm.
What if a new patient has no referring dentist on file?
Those patients are skipped automatically. Only records with a referring dentist or practice identified in Cloud9 Ortho trigger a thank-you draft.
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