Missing cell phone
Flag patients with no cell phone on file so staff can add one before texts and calls are needed.
- 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 your other playbooks rely on texting or calling the patient.
When not to use it
Skip it if you never text or call patients from MediFlow.
Why it helps
Reminders and portal links can't reach a patient without a cell phone number. Catching the gap early keeps every other playbook working.
How it works
What starts it, what has to be true, and what happens next.
When
- A new case is created.
Only if
- No cell phone number is on file.
Then
- Staff get a task to add the number.
Steps
- A new case is added.
- MediFlow checks for a cell phone number.
- If there isn't one, staff get a task.
- Once the number is added, the task closes.
Works well with
- 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.
- Workflow · Call us to scheduleCall us to schedule
When a new imaging order comes in, ask the patient to call the scheduling team to book their visit.
- Workflow · Day-before reminderDay-before reminder: reply C to confirm or R to reschedule
Remind the patient of tomorrow's appointment and let them reply C to confirm or R to reschedule.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.