Follow up on hospital discharge referrals before beds go to a competitor
Every weekday, WebRun opens PointClickCare, finds open hospital-discharge referrals that have not been updated in the last 24 hours, logs each with the referral source, diagnosis, and payor, and posts a follow-up prompt to your admissions team in Slack so no warm referral goes cold.
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- Cancel anytime
How can a skilled nursing facility automatically follow up on hospital discharge referrals?
Every weekday morning, WebRun opens PointClickCare and finds hospital-discharge referrals that have been open for more than 24 hours with no update. It logs each one with the referring hospital, diagnosis, and payor in a Google Sheet, then posts a prioritized follow-up prompt to your admissions team in Slack so no warm referral goes cold.
- No referral goes more than 24 hours without a follow-up prompt to the admissions team
- Oldest referrals surface first so the team prioritizes the most at-risk opportunities
- Declined or admitted referrals drop off the list automatically each morning
Built for SNF admissions coordinators · skilled nursing marketing directors · long-term care census managers · SNF administrators
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
pointclickcare.comin a real browser with your saved login - no setup, no API keys. -
1
PointClickCare - find open referrals with no update in 24 hours
pointclickcare.com How to Automate PointClickCare
WebRun opens PointClickCare to find open referrals with no update in 24 hours. - Open PointClickCare and navigate to the referral management or admissions pipeline
- Filter for referrals with an Open status and no activity update in the past 24 hours
- Capture referring hospital name, prospective resident name, diagnosis, payor, referral date, and assigned coordinator
Done when All open referrals with no recent activity are captured with source, payor, and coordinator details.
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2
Google Sheets - log stale referrals with source and payor details
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log stale referrals with source and payor details. - Open the referral tracking Google Sheet
- Append or update a row for each stale referral with all captured details and hours since last update
- Sort by hours-since-update descending so the longest-stale referrals appear first
Done when The referral tracking sheet shows all stale open referrals sorted by age.
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3
Slack - prompt admissions team to follow up
slack.com How to Automate Slack
WebRun opens Slack to prompt admissions team to follow up. - Post a Slack message to the admissions team channel listing referrals needing follow-up
- Include referring hospital, payor, and hours since last update for each referral
- Tag the assigned coordinator where known so they can act directly from Slack
Done when The admissions team has a same-morning follow-up list in Slack with oldest referrals first.
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 the hospital or family directly to follow up?
No. WebRun surfaces the stale referral in Slack and prompts the admissions coordinator to act. All outreach to hospitals or prospective residents is made by your team, not by WebRun.
How does it know a referral has gone stale?
It checks the timestamp of the last status update in PointClickCare for each open referral. Any referral with no update in 24 hours is flagged for follow-up, regardless of the referral source.
What if a referral was declined or the prospect chose another facility?
It reads the live referral status in PointClickCare each morning. Referrals marked as Declined, Cancelled, or Admitted are excluded automatically.
Related templates
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