Never miss a PT plan-of-care recertification deadline
Every morning, WebRun opens Clinicient, reviews every active plan of care, and flags those whose certification period ends within the next 10 days. It then drafts a recertification notification letter to the referring physician for each case and posts a prioritized list to the clinical Slack channel so therapists and the front desk can act before the deadline.
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How do I automatically track and manage PT plan-of-care recertification deadlines?
Every morning, WebRun opens Clinicient, finds every plan of care whose certification period ends within 10 days, and drafts a recertification notification letter in Gmail addressed to the referring physician. A prioritized Slack alert tags the treating therapist for each case, so deadlines are never missed and no letter leaves without clinical review.
- No recertification deadline is missed with a 10-day advance alert
- Treating therapists are tagged individually for each case in Slack
- Physician letters are drafted but held for clinical review before sending
Built for physical therapists · PT clinic managers · PT billing staff · outpatient PT 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
clinicient.comin a real browser with your saved login - no setup, no API keys. -
1
Clinicient - flag plans of care due for recertification within 10 days
clinicient.com
WebRun opens Clinicient to flag plans of care due for recertification within 10 days. - Open Clinicient and navigate to the Plan of Care or Certification management section
- Filter for active plans of care with a certification end date within the next 10 days
- Capture each patient name, treating therapist, certification end date, referring physician, and diagnosis
- Skip plans already marked as recertification-in-progress
Done when Every plan of care due for recertification within 10 days is listed with its details.
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2
Gmail - draft recertification letters to referring physicians
gmail.com How to Automate Gmail
WebRun opens Gmail to draft recertification letters to referring physicians. - For each case, draft a recertification notification letter addressed to the referring physician
- Include the patient name, diagnosis, current functional status summary, and the proposed plan for the next certification period
- Leave every draft unsent for the treating therapist to review and approve before sending
- Label each draft with the patient name and certification deadline for easy triage
Done when A Gmail draft recertification letter exists for every case requiring renewal, ready for therapist review.
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3
Slack - alert clinical team with prioritized deadline list
slack.com How to Automate Slack
WebRun opens Slack to alert clinical team with prioritized deadline list. - Post a prioritized list to the clinical Slack channel sorting cases by days until certification expiry
- Include patient name, treating therapist, and the exact deadline for each case
- Tag the relevant therapists so each case has a clear owner
Done when Clinical staff have a prioritized recertification deadline list in Slack with Gmail drafts ready to review.
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 the recertification letters to physicians automatically?
No. Every letter is drafted in Gmail and left unsent. The treating therapist reviews the clinical content and approves before the letter is sent to the referring physician.
How early does it start flagging upcoming recertifications?
It flags cases with a certification end date within the next 10 days by default. You can adjust the look-ahead window to match your payer requirements and physician response times.
What if the plan of care was already recertified this week?
It reads the live plan status in Clinicient each morning, so cases already marked as recertification-in-progress or renewed are skipped automatically.
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