Escalation tier 2 (follow-up calls)
Move an unpaid balance to follow-up calls and give staff a call list with the case details.
- 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 the regular billing reminders haven't brought in payment and it's time for a person to call the law firm.
When not to use it
Skip it for cases that are still in treatment or waiting on a settlement date.
Why it helps
Follow-up calls work best when the caller has the case in front of them. This step builds the list and keeps every call on the record.
How it works
What starts it, what has to be true, and what happens next.
When
- A balance stays unpaid past the first stage.
Only if
- The case isn't paused or in treatment.
Then
- The case moves to tier 2.
- Staff get it on their follow-up call list.
Steps
- A balance stays unpaid.
- MediFlow moves the case to tier 2.
- Staff see it on their call list.
- Each call is logged on the case.
Works well with
- Workflow · Tier 3Escalation tier 3 (letter and calls)
Send the law firm a formal letter and keep follow-up calls going on an unpaid balance.
- AI voice agent · Case status checkCase status check
An AI voice agent calls the law firm, reaches the case manager and records where the case stands.
- 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.