Paid less than billed
When a payment comes in for less than the bill, flag it for staff to review.
- 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 some payments arrive below the billed amount and you want each one reviewed.
When not to use it
Skip it if a lower amount was already agreed and recorded on the case.
Why it helps
Short payments can go unnoticed when they're posted with everything else. A review task makes sure someone decides what happens next.
How it works
What starts it, what has to be true, and what happens next.
When
- A payment is posted to a case.
Only if
- It's less than the amount billed.
- No lower amount was agreed on the case.
Then
- Staff get a task to review the difference.
Steps
- A payment is posted.
- MediFlow compares it with the bill.
- If it's short and no lower amount was agreed, staff get a task.
- The review is recorded on the case.
Works well with
- Workflow · Final billCase settled: send the final bill
When a case is marked settled, send the law firm the final bill and let staff know.
- Workflow · Returned checkCheck returned
When a check comes back unpaid, flag it for staff and show the balance as open again.
- Workflow · Tier 4Escalation tier 4 (manager review)
Send an unpaid balance to a manager to review the case and decide the next step.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.