Draft follow-up visit reminders for vein patients who are due
Every morning, WebRun opens OmniMD, finds vein patients due or overdue for a follow-up visit, drafts a personalized reminder email for each in Gmail, and posts your front desk a Slack list to review, so reminders reach patients only after a staff member approves them.
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How do I automatically remind vein patients who are due for a follow-up?
WebRun finds vein patients due or overdue for a follow-up in OmniMD every morning and drafts a personalized reminder email for each in Gmail. It posts your front desk a Slack list to review, so patients get a timely nudge to rebook while every email waits for a staff member to approve before it sends.
- Overdue follow-ups get a timely nudge instead of being forgotten
- Patients with a future booking are skipped automatically
- No reminder emails a patient without a staff member approving it
Built for vein clinics · vascular surgery practices · front desk staff · patient coordinators
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
omnimd.comin a real browser with your saved login - no setup, no API keys. -
1
OmniMD - find patients due for follow-up
omnimd.com How to Automate OmniMD
WebRun opens OmniMD to find patients due for follow-up. - Open OmniMD and find vein patients with a recommended follow-up interval that is now due or overdue
- For each, capture the patient initials, last visit date, the reason for follow-up, and how many days overdue they are
- Skip any patient who already has a future follow-up appointment booked
- Note the contact email on file so the reminder can be addressed correctly
Done when Every patient due or overdue for follow-up without a future booking is listed.
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2
Gmail - draft a personalized reminder each
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a personalized reminder each. - Draft a warm, on-brand reminder email for each patient inviting them to book their follow-up
- Personalize with the patient name and the follow-up reason, keeping clinical detail minimal
- Save every email as a Gmail draft. Do not send. Leave all drafts for staff review
Done when A personalized reminder is drafted in Gmail for each due patient, none sent.
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3
Slack - get approval before anything sends
slack.com How to Automate Slack
WebRun opens Slack to get approval before anything sends. - Post the list of due patients to the front desk channel with how overdue each is
- Link each Gmail draft so a staff member can review, edit, or skip it
- Send only the reminders a human approves. Never email a patient without approval
Done when The front desk has approved which follow-up reminders to send.
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 patients without my review?
No. Every reminder is saved as a Gmail draft and never sent on its own. Your front desk reviews each in Slack and only approved emails go out, so no patient is contacted without a human approving it first.
How much clinical detail does the reminder include?
Very little. The draft invites the patient to book a follow-up and names only the general reason, keeping protected health information minimal, and a staff member can edit the wording before sending.
What if the patient already has a follow-up booked?
It reads the live schedule in OmniMD each morning, so any patient with a future follow-up appointment is skipped and no duplicate reminder is drafted.
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