Missing insurance card
Ask the patient to upload their insurance card when it's missing from their file.
- 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 your practice keeps insurance details on PI cases, even when the case is billed on a lien.
When not to use it
Skip it if you never collect insurance details on PI cases.
Why it helps
Chasing insurance cards by phone takes time. A simple upload request lets the patient send it from their phone.
How it works
What starts it, what has to be true, and what happens next.
When
- A new case is created.
Only if
- No insurance card is on file.
Then
- The patient gets a portal request to upload the card.
Steps
- A new case is added.
- MediFlow checks for an insurance card.
- If it's missing, the patient gets an upload request.
- The card shows up on the case once uploaded.
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 · Missing prescriptionMissing prescription
When a visit needs a prescription or order that isn't on file, ask for it and flag it for staff.
- Workflow · Intake doneIntake done: tell the front desk
When a patient finishes their intake, let the front desk know the file is ready.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.