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
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it when bills sometimes bounce because a law firm's contact details changed.
When not to use it
Skip it if your team already checks every failed send by hand each day.
Why it helps
A bill that never arrives can't be paid. Catching failed sends quickly and getting the right address keeps the case moving.
How it works
What starts it, what has to be true, and what happens next.
When
- A bill fails to send.
Then
- Staff get a task to find the right contact.
- Once the contact is updated, the bill can be sent again.
Steps
- A bill fails to send.
- Staff get a task with the case and the failed contact.
- They update the law firm's details.
- The bill is sent again.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.