Workflow · Ready, not billed
Ready to bill, no bill after 3 days
Tell the billing team when a visit is ready to bill but no bill has gone out yet.
- 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 finished visits sometimes wait in a queue before anyone bills them.
When not to use it
Skip it if every visit is billed the same day it's finished.
Why it helps
Unbilled visits are easy to miss in a busy week. A nudge to the billing team catches them early.
How it works
What starts it, what has to be true, and what happens next.
When
- A visit is marked ready to bill.
Only if
- No bill has gone out a few days later.
Then
- The billing team gets a task.
Steps
- A visit is marked ready to bill.
- MediFlow watches for a bill.
- If none goes out, billing gets a task.
- The task closes when the bill is sent.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.