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
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 on PI cases go to the patient's law firm and you want each one sent and tracked the same way.
When not to use it
Skip it if bills must be reviewed by a person before each one goes out.
Why it helps
Bills that are ready but not sent hold up the case. Sending them as soon as they're ready, with a record on the case, keeps the law firm current.
How it works
What starts it, what has to be true, and what happens next.
When
- A bill is marked ready.
Only if
- The case has a law firm on file.
Then
- The bill is sent to the law firm.
- The case shows when it went out.
Steps
- Your billing team marks a bill ready.
- MediFlow checks there's a law firm on the case.
- The bill goes to the law firm.
- The case keeps a record of the send.
Works well with
- Workflow · Ready, not billedReady 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.
- Workflow · Bill not deliveredBill 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.
- Workflow · Final billCase settled: send the final bill
When a case is marked settled, send the law firm the final bill and let staff know.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.