Escalation tier 4 (manager review)
Send an unpaid balance to a manager to review the case and decide the next step.
- 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 a balance has gone through letters and calls and needs a manager's judgment.
When not to use it
Skip it if every escalation decision is already made at the team level.
Why it helps
Some cases need someone with authority to look at the whole picture. This step puts the case in front of a manager with its full history.
How it works
What starts it, what has to be true, and what happens next.
When
- A tier 3 balance stays unpaid.
Then
- The case moves to tier 4.
- A manager gets a review task with the case history.
Steps
- A tier 3 balance stays unpaid.
- MediFlow moves the case to tier 4.
- A manager reviews the case.
- Their decision is recorded 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.
- Workflow · Tier 5Escalation tier 5 (final decision)
Put a long-unpaid balance in front of the decision maker for a final call on what to do.
- Workflow · Short paymentPaid less than billed
When a payment comes in for less than the bill, flag it for staff to review.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.