Escalation tier 5 (final decision)
Put a long-unpaid balance in front of the decision maker for a final call on what to do.
- 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 for the last step in your escalation path, when a decision is needed on how to close out the balance.
When not to use it
Skip it if your practice ends its escalation path at manager review.
Why it helps
Old balances that never get a final decision clutter the books. This step makes sure each one gets a clear answer.
How it works
What starts it, what has to be true, and what happens next.
When
- A tier 4 review ends without payment.
Then
- The case moves to tier 5.
- The decision maker gets a task to make the final call.
Steps
- A tier 4 review ends without payment.
- MediFlow moves the case to tier 5.
- The decision maker reviews it.
- The final decision is recorded on the case.
Works well with
- Workflow · Tier 4Escalation tier 4 (manager review)
Send an unpaid balance to a manager to review the case and decide the next step.
- AI voice agent · Offer follow-upLien sale offer follow-up
An AI voice agent calls a funding company to ask if they've reviewed a lien sale offer, and records their answer for staff.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.