Keep take-home compliance checks from slipping
Every Monday, WebRun opens Zoobook Systems, checks which take-home patients are due for a random callback or bottle count, logs each one to a Google Sheet with their take-home level and last recall date, and emails the counseling team a prioritized recall list in Outlook.
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How do I track which take-home patients are due for a random recall check?
WebRun checks Zoobook Systems every Monday for patients due a random take-home callback or bottle count, logs each one to a Google Sheet with their take-home level and last check date, and emails the counseling team a prioritized recall roster in Outlook. Overdue checks surface right away instead of being missed between busy weeks.
- Overdue recall checks surface every Monday instead of being missed for weeks
- The counseling team opens a ranked roster instead of scanning charts manually
- Take-home level changes are reflected in the interval on the very next run
Built for OTP counseling teams · methadone clinic supervisors · OTP compliance officers · take-home level reviewers
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.zoobooksystems.comin a real browser with your saved login - no setup, no API keys. -
1
Zoobook Systems - find patients due a take-home recall
zoobooksystems.com How to Automate Zoobook Systems
WebRun opens Zoobook Systems to find patients due a take-home recall. - Open Zoobook Systems and pull the active take-home roster
- Check each patient's take-home level and last random callback date
- Flag anyone due for a callback under the required interval for their level
- Note any patient with a recent positive screen or missed dose that should trigger an extra check
Done when Every take-home patient due a callback or bottle count this week is listed with their level.
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2
Google Sheets - log the recall roster
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the recall roster. - Open the Take Home Compliance tracker
- Add a row for each patient due this week with level, last check date, and reason
- Mark prior rows complete once a new callback date is recorded
- Sort by days since last check, longest first
Done when The tracker reflects this week's full recall roster, sorted by how overdue each check is.
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3
Outlook - email the counseling team
microsoft.com How to Automate Outlook
WebRun opens Outlook to email the counseling team. - Email the counseling team the week's recall roster
- List each patient's take-home level and days since last check
- Flag any patient overdue for a check beyond the required interval
Done when The counseling team has this week's take-home recall list in their inbox.
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 patients to schedule their callback?
No. WebRun only logs who is due and notifies your counseling team internally. Reaching out to schedule the actual callback or bottle count stays with staff.
How does it decide who is due for a check?
It reads each patient's take-home level in Zoobook Systems and compares their last recorded callback date against the required interval for that level, flagging anyone overdue.
What if a patient's take-home privileges already changed?
It reads the live take-home level each Monday, so a patient who was stepped down or up shows the correct interval on the very next run.
Related templates
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