Not scheduled after a week
Nudge patients who have an order or referral but still haven't booked a visit, and let staff know.
- Patients
- 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 new patients sometimes go quiet after a referral and you want a second touch before the case stalls.
When not to use it
Skip it for referrals your team is already actively working by phone.
Why it helps
Referred patients who never book are easy to lose track of. This playbook brings them back to the top of the list for both the patient and your team.
How it works
What starts it, what has to be true, and what happens next.
When
- A referral or order has been open for about a week.
Only if
- No appointment is booked.
Then
- The patient gets a reminder to book.
- Staff get a task to reach out.
Steps
- MediFlow watches new referrals and orders.
- If one is still unbooked after about a week, the patient gets a reminder.
- Your team gets a task to call.
- Once a visit is booked, the playbook stops.
Works well with
- 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.
- AI voice agent · Schedule + prescreenSchedule + prescreen
An AI voice agent calls a newly referred patient, asks the prescreen questions and hands off to scheduling.
- Workflow · CanceledAppointment canceled
Confirm a canceled appointment with the patient and invite them to book a new one.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.