Weekly 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.
- Law firms
- 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 you work with many law firms and want each one to see where their clients' claims stand.
When not to use it
Skip it for law firms that already check every case in the attorney portal.
Why it helps
Law firms and practices often keep separate lists that drift apart. A regular list gives both sides the same starting point.
How it works
What starts it, what has to be true, and what happens next.
When
- Each week.
Only if
- The law firm has at least one open claim with your practice.
Then
- The law firm gets a list of their open claims.
- The send is recorded for each claim.
Steps
- Each week, MediFlow groups open claims by law firm.
- Each law firm gets a list of their own claims only.
- They can reply with updates or open the attorney portal.
- Your team sees the send on each claim.
Works well with
- AI voice agent · Case status checkCase status check
An AI voice agent calls the law firm, reaches the case manager and records where the case stands.
- Workflow · New law firmNew 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.
- Workflow · Missed visits3 missed visits: tell the law firm
When a patient reaches three missed visits, let their law firm know so they can follow up.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.