New law firm on the claim
When a new law firm takes over a claim, send them an introduction and the lien on file, and tell staff.
- Law firms
- 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 patients change law firms and you want the new firm to know about your lien right away.
When not to use it
Skip it if your team calls every new law firm before sending anything.
Why it helps
When a case changes hands, the new law firm may not know about the practice's lien. An introduction with the lien on file protects the balance.
How it works
What starts it, what has to be true, and what happens next.
When
- The law firm on a claim changes.
Only if
- A signed lien is on file.
Then
- The new law firm gets an introduction and the lien.
- Staff get a notice.
Steps
- The law firm on a claim is updated.
- MediFlow checks for a signed lien.
- The new firm gets an introduction and the lien.
- Staff are told about the change.
Works well with
- Workflow · Weekly open claimsWeekly open claims list to each law firm
Send each law firm a regular list of their open claims with your practice, so everyone works from the same list.
- 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 · Bill not deliveredBill couldn't be sent: find where to send it
When a bill can't be delivered, ask staff to find the right place to send it.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.