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
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 spends hours calling law firms just to ask where cases stand.
When not to use it
Skip it for cases where a staff member is in active talks with the law firm.
Why it helps
Status calls are routine but take a long time, often on hold. The agent makes them for you and records the answer on the case.
How it works
The path every call follows. The agent always says it's an AI assistant, checks it's the right person first, and never gives medical advice.
Greeting
- Says the call is recorded, then that it's an AI assistant calling for the practice.
Right person?
- Asks the receptionist for the case manager on the claim and confirms it's the right person before sharing case details.
Main steps
- Asks where the case stands, for example still in treatment, in negotiation or settled.
- Confirms the claim number.
Outcomes
- Status recorded on the case.
- Case manager not available: asks for a good time to call back and logs it for staff.
Steps
- The agent calls the law firm on the claim.
- It reaches the case manager through the receptionist.
- It asks for the case status and confirms the claim number.
- The answer is saved on the case for your team.
Sample call
Hear how the AI voice agent handles this call. It's scripted and voiced by AI: the people, dates and numbers are made up.
Checking a case with the law firm
The agent asks the receptionist for the case manager without sharing details, records that the case is still in treatment and confirms the claim number.
Sample call, not a real patient.
Transcript
Works well with
- 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.
- Workflow · Tier 2Escalation tier 2 (follow-up calls)
Move an unpaid balance to follow-up calls and give staff a call list with the case details.
- Workflow · Missed visits3 missed visits: tell the law firm
When a patient reaches three missed visits, let their law firm know so they can follow up.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.