Stay ahead of OT re-evaluation deadlines for every patient
Every Monday, WebRun opens Fusion Web Clinic, identifies OT patients with re-evaluations due in the next 30 days, and logs them to a Google Sheet with patient name, therapist, last evaluation date, and deadline so scheduling can plan ahead for the week.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track upcoming OT re-evaluation deadlines in Fusion Web Clinic?
Every Monday, WebRun opens Fusion Web Clinic, finds every active OT patient whose re-evaluation is due within 30 days, and logs them to a Google Sheet sorted by urgency. Your scheduling team starts the week with a clear list of who needs an assessment booked before payer deadlines close.
- Re-evaluation deadlines visible 30 days in advance, not after they lapse
- Weekly Google Sheet gives schedulers a ready action list every Monday morning
- Fewer payer disputes caused by overdue evaluations
Built for OT practice managers · occupational therapy scheduling teams · outpatient rehab clinics · pediatric therapy practices
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
fusionwebclinic.comin a real browser with your saved login - no setup, no API keys. -
1
Fusion Web Clinic - find patients with re-evaluations due soon
fusionwebclinic.com How to Automate Fusion Web Clinic
WebRun opens Fusion Web Clinic to find patients with re-evaluations due soon. - Open Fusion Web Clinic and navigate to patient charts or the evaluation tracking section
- Filter to active OT patients whose re-evaluation is due within the next 30 days
- Capture patient name, treating therapist, last evaluation date, and evaluation due date for each
- Sort by soonest due date first
Done when Every patient with a re-evaluation due in 30 days is listed with their details.
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2
Google Sheets - log evaluation due list for scheduling
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log evaluation due list for scheduling. - Open the OT Re-Evaluation Tracker sheet
- Clear the previous week's entries and paste this week's list
- Update the due-this-week and due-next-week summary counts at the top of the sheet
Done when This week's re-evaluation due list is logged and the summary counts are current.
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 schedule the re-evaluation appointment automatically?
No. WebRun only identifies patients with upcoming evaluation deadlines and logs them to the tracker. Scheduling the actual appointment is handled by your front desk staff after reviewing the list.
How does it determine when a re-evaluation is due?
WebRun reads the evaluation due dates recorded in Fusion Web Clinic, which are typically set based on payer rules (often every 60 or 90 days) or your practice's own tracking.
What if a re-evaluation has already been scheduled this week?
If the appointment is already booked and reflected in Fusion Web Clinic, WebRun can see the scheduled date and omit those patients from the action list.
Related templates
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