Lien not signed: ask them to sign
An AI voice agent calls the patient about an unsigned lien and offers to resend the signing link.
- Patients
- 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 text reminders haven't worked and you'd like a friendly call before staff step in.
When not to use it
Skip it if lien questions should always go to a staff member, or for patients who have asked not to be called.
Why it helps
Some patients have questions before they sign and don't reply to texts. A call gives them an easy way to get the link again or reach your team.
How it works
The path every call follows. The agent always says it's an AI assistant, checks it's the right person first, and never gives medical advice.
Greeting
- Says the call is recorded, then that it's an AI assistant calling for the practice.
Right person?
- Confirms it's speaking with the patient before mentioning the lien. If someone else answers, it shares nothing and asks them to have the patient call back.
Main steps
- Explains there's a document waiting for their signature.
- Offers to resend the signing link.
Outcomes
- Link resent: logged on the case.
- Patient has questions: offers a transfer to staff.
- No answer or wrong person: logs the attempt for staff.
Steps
- A lien is still unsigned after the text reminders.
- The agent calls and confirms it's the right person.
- It offers to resend the signing link.
- Questions go to your team.
- The result is saved on the case.
Works well with
- Workflow · Lien not signedPatient lien not signed: remind, then escalate
Remind the patient to sign their lien, and hand it to staff if it still isn't signed.
- Workflow · Portal to-doPatient portal to-do
Send the patient a link to their portal to-do list so they can finish forms and uploads before the visit.
- AI voice agent · Confirm appointmentConfirm appointment
An AI voice agent calls the patient to confirm an upcoming appointment, or notes times that work better.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.