Complete new patient intake before the first visit
Every morning, WebRun checks Office Practicum for new patients with upcoming first appointments whose intake forms are incomplete, drafts a completion reminder for each family, queues every draft in Gmail for front-desk review, and logs the outstanding intake list in Google Sheets.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can a pediatric practice automatically follow up on incomplete new-patient intake forms?
WebRun checks Office Practicum each morning for new patients with upcoming appointments whose intake forms, insurance details, or consents are still incomplete. It drafts a specific completion reminder for each family and queues it in Gmail for front-desk review, so every first visit starts with a complete chart.
- First visits are fully prepared because intake is chased days in advance, not the morning of the appointment
- Front-desk staff review all reminders before sending, keeping communications personal and accurate
- Incomplete intakes are visible in one Google Sheet so nothing falls through the cracks
Built for pediatric front-desk staff · practice managers · patient coordinators · pediatric 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
www.officepracticum.comin a real browser with your saved login - no setup, no API keys. -
1
Office Practicum - find new patients with incomplete intake
officepracticum.com How to Automate Office Practicum
WebRun opens Office Practicum to find new patients with incomplete intake. - Open Office Practicum and review the new patient list for appointments scheduled in the next 14 days
- Check each patient's chart for incomplete intake forms, missing insurance information, or unsigned consent documents
- Capture patient name, appointment date, guardian contact email, and list of incomplete items
Done when Every new patient with an upcoming appointment and incomplete intake is listed with what is missing.
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2
Gmail - stage draft completion reminders for front-desk review
gmail.com How to Automate Gmail
WebRun opens Gmail to stage draft completion reminders for front-desk review. - Draft a friendly reminder email for each family listing the specific forms or information still needed
- Include a link to your practice's patient portal to complete the outstanding items
- Leave every draft unsent in Gmail Drafts for front-desk staff to review before sending
Done when A review-ready draft email exists in Gmail for each family with incomplete intake.
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3
Google Sheets - log incomplete intake tracking list
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log incomplete intake tracking list. - Open the intake tracking sheet
- Log each incomplete intake with patient name, appointment date, and outstanding items
- Mark completed rows as resolved when front-desk staff updates the sheet after intake is finished
Done when All incomplete new-patient intakes are tracked in the sheet with their outstanding items listed.
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 intake reminder emails to families automatically?
No. Every reminder is drafted in Gmail and held for your front-desk staff to review. No email reaches a new family until a staff member approves and sends it.
What information does it check for?
It checks for incomplete intake forms, missing insurance details, and unsigned consent documents in Office Practicum. It lists exactly what is outstanding so the reminder is specific and actionable.
What if the family completes their intake after the draft is staged?
Staff reviewing Gmail Drafts can delete any reminder that is no longer needed. The Google Sheet tracking list also lets your front desk note when intake is completed so the entry can be cleared.
Related templates
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