Revisit care the owner put off
Every Monday, WebRun opens Vetspire, finds treatment plans recently declined or deferred by an owner, drafts a gentle follow-up offering to revisit the recommended care, leaves every draft unsent for the DVM, and posts a Slack list of pets whose recommended care is still open.
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How do I follow up on declined veterinary treatment plans automatically?
Every Monday, WebRun opens Vetspire, reviews recent treatment plans, and finds those an owner declined or left unaccepted. It drafts a gentle follow-up to each owner in Gmail naming the pet and recommended care, leaves the drafts unsent for the DVM, and posts a Slack list of pets whose care is still open.
- Care an owner put off is revisited instead of forgotten
- Each follow-up is drafted and waiting for the DVM to approve
- More recommended treatments get a second, gentle nudge
Built for veterinary clinics · animal hospitals · DVMs · vet practice managers
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.vetspire.comin a real browser with your saved login - no setup, no API keys. -
1
Vetspire - find declined treatment plans
vetspire.com
WebRun opens Vetspire to find declined treatment plans. - Open Vetspire and review recent treatment plans and estimates
- Find plans marked declined or left unaccepted by the owner
- Capture the patient, owner, the recommended care, and when it was declined
Done when Every recently declined or deferred treatment plan has been listed with its patient and recommendation.
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2
Gmail - draft revisit follow-ups
gmail.com How to Automate Gmail
WebRun drafts a treatment revisit follow-up and leaves it unsent. - Draft a gentle, no-pressure follow-up to each owner naming their pet and the recommended care
- Offer to answer questions, discuss options, or rebook when they are ready
- Save each message as a draft and leave it unsent for the DVM to review
Done when A revisit follow-up draft is ready in Gmail for every declined plan.
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3
Slack - list open recommendations
slack.com How to Automate Slack
WebRun posts the week's open-recommendation list to Slack. - Post the team a short list of pets with recommended care still open
- Flag anything time-sensitive the DVM wants chased sooner
- Note that follow-up drafts are waiting in Gmail for review
Done when The team has this week's open-recommendation list in Slack.
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 message owners about declined care on its own?
No. WebRun drafts each follow-up in Gmail and leaves it unsent. The DVM reviews which plans to revisit and approves the wording before anything sends, so no owner is contacted without a vet signing off.
How does it know a plan was declined?
It reads recent treatment plans and estimates in Vetspire and flags those marked declined or left unaccepted, capturing the pet, the recommended care, and when it was declined so the team can follow up thoughtfully.
Will owners feel pressured?
No. Each draft is gentle and no-pressure: it names the pet, recalls the recommended care, and offers to answer questions or rebook when the owner is ready. Share a sample and WebRun matches your tone.
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