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
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 your team learns a case has settled and needs the final bill out to the law firm right away.
When not to use it
Skip it if a manager reviews every final bill before it goes out.
Why it helps
After a settlement, the law firm needs the final balance to pay providers. Sending it right away keeps the case from stalling at the last step.
How it works
What starts it, what has to be true, and what happens next.
When
- A case is marked settled.
Then
- The final bill is prepared and sent to the law firm.
- Staff get a notice with the case.
Steps
- The case is marked settled.
- MediFlow prepares the final bill.
- The law firm gets the bill.
- Staff are told so they can watch for payment.
Works well with
- Workflow · Bill readyBill ready
When a bill is ready, send it to the law firm on the case and log that it went out.
- Workflow · Short paymentPaid less than billed
When a payment comes in for less than the bill, flag it for staff to review.
- Workflow · Weekly open claimsWeekly 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.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.