Chase down missing PACE enrollment paperwork
Every morning, WebRun opens MedVision QuickCap, checks each new enrollment application against the required intake document list, logs the checklist status to Google Sheets, and drafts a follow up email in Outlook for any family with paperwork still outstanding, left unsent for your intake coordinator to review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track and follow up on missing PACE enrollment documents?
WebRun checks MedVision QuickCap every morning for new PACE enrollment applications, verifies each one against the required intake document list, and logs the checklist status to Google Sheets. For any family still missing paperwork, it drafts a follow up email in Outlook, left unsent for your intake coordinator to review and send, keeping every enrollment moving without unapproved outreach.
- No enrollment stalls because a missing document goes unnoticed
- Intake coordinators start each day with a ready to send follow up draft
- Every applicant's document status is current without a manual file review
Built for PACE intake coordinators · PACE enrollment specialists · PACE program directors · PACE social workers
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
quickcap.medvision-solutions.comin a real browser with your saved login - no setup, no API keys. -
1
MedVision QuickCap - check new enrollment applications
medvision-solutions.com How to Automate MedVision QuickCap
WebRun opens MedVision QuickCap to check new enrollment applications. - Open MedVision QuickCap and list applicants in active enrollment status
- Check each applicant's file against the required document list: PASRR level 1, physician certification, level of care determination, and signed enrollment agreement
- Note which documents are on file and which are still missing for each applicant
Done when Every active applicant has a document by document checklist status.
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2
Google Sheets - log the intake checklist
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the intake checklist. - Open the Enrollment Checklist tracker
- Update each applicant's row with the documents received and still missing
- Flag applicants missing a document for more than 5 business days
- Sort so the most overdue applicants sit at the top
Done when The tracker shows every applicant's checklist status and how long documents have been outstanding.
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3
Outlook - draft follow up emails for missing documents
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft follow up emails for missing documents. - Draft a follow up email to the family or referral source for each applicant missing a document
- Name the specific missing document and the deadline to keep the enrollment on track
- Save every draft unsent in Outlook for the intake coordinator to review and send
Done when A ready to review draft exists for every applicant with outstanding paperwork.
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 email families without an intake coordinator reviewing it first?
No. Every follow up email is saved as an Outlook draft. Your intake coordinator reviews and sends each one, so no message reaches a family or referral source unapproved.
How does it decide which document is still missing?
It checks each applicant's file in MedVision QuickCap against the required document list: PASRR, physician certification, level of care determination, and the signed enrollment agreement, so nothing is assumed or guessed.
What happens once all documents arrive?
The applicant drops off the missing documents list and the next Outlook draft is skipped, since it reads each applicant's live document status every morning.
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