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
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 as a safety net behind the Ready to bill reminder.
When not to use it
Skip it if your billing team never lets visits wait unbilled.
Why it helps
A visit that's never billed is never paid. This playbook makes sure a manager sees it.
How it works
What starts it, what has to be true, and what happens next.
When
- A visit is ready to bill.
Only if
- It still has no bill after a long stretch.
Then
- A manager gets a task with the visit and case.
Steps
- A visit is marked ready to bill.
- MediFlow watches for a bill.
- If it's still unbilled after a long stretch, a manager gets a task.
- The task closes once the bill goes out.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.