Lien 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.
- Funding companies
- 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 your practice offers liens for sale and wants to hear back on each offer.
When not to use it
Skip it when a staff member is already negotiating the offer.
Why it helps
Offers can sit unanswered. A follow-up call gets a response on the record so your team can decide what to do next.
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 right contact at the funding company.
Main steps
- Asks if they've reviewed the offer.
- Takes down their answer and any questions.
Outcomes
- Answer recorded for staff to review. The agent never accepts or rejects anything.
- Contact not available: logs the attempt for staff.
Steps
- A lien sale offer is waiting for a reply.
- The agent calls the funding company contact.
- It asks whether they've reviewed the offer and takes down their answer.
- Your team reviews the answer and decides next steps.
Sample call
Hear how the AI voice agent handles this call. It's scripted and voiced by AI: the people, dates and numbers are made up.
Following up on a lien sale offer
The agent asks the funding company if they reviewed the offer and takes down their answer for staff to review. It never accepts, rejects or changes an offer.
Sample call, not a real patient.
Transcript
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