Ready-made playbooks for PI practices
Workflows, AI voice agents, Pulse inbox rules and AI knowledge packs that practices import into MediFlow in one click.
Every playbook starts in Watch only mode, so nothing goes out until your practice is ready.
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39 playbooks
Scheduling and reminders
- Workflow · Call us to schedule
Call us to schedule
When a new imaging order comes in, ask the patient to call the scheduling team to book their visit.
- Patients
- Imaging
- Workflow · Booked or moved
Appointment booked or moved
Let the patient know their appointment is booked, or that it moved, with the day, time and place.
- Patients
- Any practice
- Workflow · Day-before reminder
Day-before reminder: reply C to confirm or R to reschedule
Remind the patient of tomorrow's appointment and let them reply C to confirm or R to reschedule.
- Patients
- Any practice
- Workflow · Needs to reschedule
Needs to reschedule
When a patient asks to reschedule, tell the scheduling team and let the patient know someone will reach out.
- Patients
- Staff
- Any practice
- Workflow · Canceled
Appointment canceled
Confirm a canceled appointment with the patient and invite them to book a new one.
- Patients
- Any practice
- Workflow · No-show
We missed you (no-show)
When a patient misses an appointment, reach out to help them book again and flag it for staff.
- Patients
- Staff
- Any practice
- Workflow · Not scheduled
Not scheduled after a week
Nudge patients who have an order or referral but still haven't booked a visit, and let staff know.
- Patients
- Staff
- Any practice
- Workflow · Recall
Recall: time for a follow-up
Remind patients when their provider wants them back for a follow-up visit.
- Patients
- Any practice
- AI voice agent · Confirm appointmentHas a sample call
Confirm appointment
An AI voice agent calls the patient to confirm an upcoming appointment, or notes times that work better.
- Patients
- Any practice
- AI voice agent · Schedule + prescreenHas a sample call
Schedule + prescreen
An AI voice agent calls a newly referred patient, asks the prescreen questions and hands off to scheduling.
- Patients
- Imaging
- AI voice agent · Prep reminder
Prep reminder: MRI with contrast
An AI voice agent calls the patient before a contrast MRI to go over the prep steps your practice has approved.
- Patients
- Imaging
- Workflow · AI call if not confirmed
Not confirmed: AI calls the patient
If a patient hasn't confirmed their appointment, start the Confirm appointment voice agent to call them.
- Patients
- Any practice
Intake and documents
- Workflow · Portal to-do
Patient portal to-do
Send the patient a link to their portal to-do list so they can finish forms and uploads before the visit.
- Patients
- Any practice
- Workflow · Intake done
Intake done: tell the front desk
When a patient finishes their intake, let the front desk know the file is ready.
- Staff
- Any practice
- Workflow · Missing cell phone
Missing cell phone
Flag patients with no cell phone on file so staff can add one before texts and calls are needed.
- Staff
- Any practice
- Workflow · Missing prescription
Missing prescription
When a visit needs a prescription or order that isn't on file, ask for it and flag it for staff.
- Patients
- Staff
- Any practice
- Workflow · Missing insurance card
Missing insurance card
Ask the patient to upload their insurance card when it's missing from their file.
- Patients
- Any practice
Liens
- Workflow · Lien not signed
Patient lien not signed: remind, then escalate
Remind the patient to sign their lien, and hand it to staff if it still isn't signed.
- Patients
- Staff
- Any practice
- AI voice agent · Ask to sign the lien
Lien not signed: ask them to sign
An AI voice agent calls the patient about an unsigned lien and offers to resend the signing link.
- Patients
- Any practice
Billing and payments
- Workflow · Bill ready
Bill ready
When a bill is ready, send it to the law firm on the case and log that it went out.
- Law firms
- Staff
- Any practice
- Workflow · Ready, not billed
Ready to bill, no bill after 3 days
Tell the billing team when a visit is ready to bill but no bill has gone out yet.
- Staff
- Any practice
- Workflow · Final bill
Case settled: send the final bill
When a case is marked settled, send the law firm the final bill and let staff know.
- Law firms
- Staff
- Any practice
- Workflow · Short payment
Paid less than billed
When a payment comes in for less than the bill, flag it for staff to review.
- Staff
- Any practice
- Workflow · Returned check
Check returned
When a check comes back unpaid, flag it for staff and show the balance as open again.
- Staff
- Any practice
- Workflow · Bill not delivered
Bill couldn't be sent: find where to send it
When a bill can't be delivered, ask staff to find the right place to send it.
- Staff
- Any practice
Collections and escalations
- Workflow · Tier 2
Escalation tier 2 (follow-up calls)
Move an unpaid balance to follow-up calls and give staff a call list with the case details.
- Staff
- Any practice
- Workflow · Tier 3
Escalation tier 3 (letter and calls)
Send the law firm a formal letter and keep follow-up calls going on an unpaid balance.
- Law firms
- Staff
- Any practice
- Workflow · Tier 4
Escalation tier 4 (manager review)
Send an unpaid balance to a manager to review the case and decide the next step.
- Staff
- Any practice
- Workflow · Tier 5
Escalation tier 5 (final decision)
Put a long-unpaid balance in front of the decision maker for a final call on what to do.
- Staff
- Any practice
- Workflow · Unbilled visit
Bill still not sent after 30 days
Escalate to a manager when a finished visit has gone a long stretch without a bill.
- Staff
- Any practice
Law firms
- Workflow · Weekly open claims
Weekly open claims list to each law firm
Send each law firm a regular list of their open claims with your practice, so everyone works from the same list.
- Law firms
- Any practice
- Workflow · New law firm
New law firm on the claim
When a new law firm takes over a claim, send them an introduction and the lien on file, and tell staff.
- Law firms
- Staff
- Any practice
- Workflow · Missed visits
3 missed visits: tell the law firm
When a patient reaches three missed visits, let their law firm know so they can follow up.
- Law firms
- Any practice
- AI voice agent · Case status checkHas a sample call
Case status check
An AI voice agent calls the law firm, reaches the case manager and records where the case stands.
- Law firms
- Any practice
Funding companies
Staff alerts
- Workflow · Move booked patients
Machine down or time blocked: move booked patients
When a machine goes down or time is blocked off, list the booked patients so staff can move them, and let patients know.
- Staff
- Patients
- Any practice
- Workflow · Prescreen flag
Prescreen flag: tell scheduling
When a prescreen answer needs a closer look, flag it for the scheduling team before the visit.
- Staff
- Imaging
- Workflow · Report late
Report late: tell the reading team
When a report is running late, let the reading team know.
- Staff
- Imaging
- Workflow · Outside images
Images not in from the outside site
When prior images from another site haven't arrived, tell staff so they can follow up.
- Staff
- Imaging
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