Workflow · Tier 3
Escalation tier 3 (letter and calls)
Send the law firm a formal letter and keep follow-up calls going on an unpaid balance.
- 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 calls alone haven't resolved an unpaid balance.
When not to use it
Skip it if the law firm has already set a payment date.
Why it helps
A formal letter puts the balance in writing. Paired with calls, it gives the law firm a clear record of what's owed.
How it works
What starts it, what has to be true, and what happens next.
When
- A tier 2 balance stays unpaid.
Then
- The case moves to tier 3.
- The law firm gets a formal letter.
- Follow-up calls continue.
Steps
- A tier 2 balance stays unpaid.
- MediFlow moves the case to tier 3.
- The law firm gets a formal letter.
- Staff keep calling and log each call.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.