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For OTP medical directors, methadone clinic counselors & OTP nurse managers

Spot who is ready for take-home phase advancement

Every Monday, WebRun opens Zoobook Systems, checks each patient's time in treatment, drug screen history, attendance, and current take-home level against the criteria for the next phase, and logs everyone who now qualifies to a Google Sheet for the medical director to review and approve.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 6:00 AM WebRun
1 Zoobook Systems check phase advancement criteria
2 Google Sheets log eligible patients for review
Run a sample
In short

How do I track which patients are eligible for take-home phase advancement?

WebRun checks Zoobook Systems every Monday for patients who now meet the criteria for their next take-home phase, weighing time in treatment, drug screen history, and attendance. It logs each newly eligible patient to a Google Sheet with the criteria met, leaving the actual advancement decision for the medical director to review and approve.

  • Newly eligible patients surface every Monday instead of during a chart audit
  • The medical director reviews a criteria backed list instead of raw charts
  • A new positive screen removes a patient from eligibility the same week

Built for OTP medical directors · methadone clinic counselors · OTP nurse managers · take-home level review committees

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

  2. 1
    Zoobook Systems - check phase advancement criteria
    zoobooksystems.com How to Automate Zoobook Systems
    WebRun in Zoobook Systems: check phase advancement criteria
    WebRun opens Zoobook Systems to check phase advancement criteria.
    • Open Zoobook Systems and pull the active patient roster with current take-home level
    • Check time in treatment, recent drug screen results, and attendance for each patient
    • Compare against the criteria for the next take-home phase
    • Exclude anyone with a recent positive screen, missed dose, or open diversion concern

    Done when Every patient's eligibility for the next phase is checked against current criteria.

  3. 2
    Google Sheets - log eligible patients for review
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log eligible patients for review
    WebRun opens Google Sheets to log eligible patients for review.
    • Open the Phase Advancement Review sheet
    • Add a row for each newly eligible patient with time in treatment and screen history
    • Mark the recommended next phase and the criteria met
    • Leave a column for the medical director's approval, blank until signed off

    Done when Every newly eligible patient is logged with their criteria, awaiting medical director approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.zoobooksystems.com
ScheduleRuns automatically on this cadence
Every Monday at 6:00 AM
DeliveryHow each run's result reaches you
Eligibility list · Google Sheets
OutputWhat each run produces - A weekly Google Sheet row per newly eligible patient with the criteria met and a column for medical director sign off.
Spreadsheet
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 advance a patient's take-home phase on its own?

No. WebRun only logs who meets the criteria. Advancing a patient's take-home phase is a clinical decision that stays with the medical director, recorded as a manual approval in the sheet.

What criteria does it check?

Time in treatment, recent drug screen results, dosing attendance, and any open diversion concern, compared against the requirement for the next take-home level, in line with federal opioid treatment standards.

What if a patient had a positive screen after being flagged eligible?

It rechecks the full criteria every Monday, so a new positive screen or missed dose removes that patient from the eligible list on the very next run.

Put this on autopilot.

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