Set up every new child patient before their first visit
Every morning, WebRun opens Oryx Dental, finds children booked for a first visit, creates or completes each patient record with guardian details, sends the parent a portal intake and consent link, checks the appointment on Google Calendar, and drafts a friendly welcome text in Twilio for your front desk to approve.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically set up new pediatric patients before their first visit?
WebRun opens Oryx Dental each morning, finds children booked for a first visit, and builds a complete patient record with guardian details. It sends the parent portal intake and consent link, confirms the slot on Google Calendar, and drafts a warm welcome text in Twilio for your front desk to approve before it sends.
- New families arrive with intake and consent already completed in the portal
- Front desk starts each day with a ready-to-review list instead of manual chart setup
- No welcome text reaches a guardian without front-desk approval
Built for pediatric dentists · dental front desk teams · pediatric practice managers · childrens dental clinics
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
portal.oryxdental.comin a real browser with your saved login - no setup, no API keys. -
1
Oryx Dental - create the child patient record and send the portal intake
oryxdental.com How to Automate Oryx Dental
WebRun opens Oryx Dental to create the child patient record and send the portal intake. - Open Oryx Dental and find children scheduled for a first visit in the coming days
- Create or complete each child's patient chart with the guardian name, contact, and relationship on file
- Trigger the family-friendly parent portal so the guardian receives the intake forms and consent request
- Flag any record missing a guardian phone or email so the front desk can follow up
Done when Every new child has a patient record and a portal intake link sent to their guardian.
-
2
Google Calendar - confirm the first-visit appointment
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to confirm the first-visit appointment. - Open the practice Google Calendar and locate each child's first-visit slot
- Confirm the appointment time, provider, and operatory match the Oryx booking
- Note any double-booking or gap so the scheduler can adjust
Done when Each new child's first-visit appointment is confirmed against the calendar.
-
3
Twilio - draft a warm welcome text for approval
twilio.com How to Automate Twilio
WebRun opens Twilio to draft a warm welcome text for approval. - Draft a short, warm welcome text to each guardian with the child's first name and appointment time
- Include a plain-language line that the intake forms are waiting in their portal
- Save every text as a draft in Twilio. Do not send any message to a guardian automatically
- List the drafts so the front desk can review, edit, and release them
Done when A welcome text is drafted and queued for front-desk approval for every new child.
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 text guardians without my approval?
No. Every welcome text is saved as a Twilio draft and waits for your front desk to review and send. The portal intake link is the standard Oryx consent flow the guardian expects, and no other message goes out on its own.
What if a booking is missing guardian contact details?
WebRun flags any record without a guardian phone or email and lists it separately, so your front desk can call to complete the file before the visit rather than sending an incomplete intake.
Does it handle both new and returning families?
It focuses on children booked for a first visit. For a new sibling in an existing family, it links the child to the guardian already on file in Oryx rather than creating a duplicate contact.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.