Workflow · Returned check
Check returned
When a check comes back unpaid, flag it for staff and show the balance as open again.
- 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 you take payment by check and want returned checks handled the same way every time.
When not to use it
Skip it if you don't take checks.
Why it helps
A returned check can leave a balance looking paid when it isn't. This playbook makes the balance visible again and gets someone on it.
How it works
What starts it, what has to be true, and what happens next.
When
- A check is marked returned.
Then
- The balance on the case shows as open again.
- Staff get a task to follow up.
Steps
- Your team marks a check as returned.
- MediFlow puts the balance back on the case.
- Staff get a follow-up task.
- The case keeps a record of what happened.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.