SF Best Practices Bingo

SF Best Practices Bingo Card
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This bingo card has a free space and 24 words: Used Requester - Insurance, Used Requester - Patient- Foresight, Used Requester - Patient-Foresight/Prequel, Used Requester - Patient-Prequel, Used Requester - Patient-Reliant, Used Requester - Patient-SneakPeek, Used Requester - Patient-Oncology, Used Requester - Prospective Patient, Used Requester - Provider-SneakPeek, Used Requester - Provider-Women's Health, Used Requester - Sales-Women's Health, Closed a case with an "Escalated" status, Used a SF email template, Cloned a ticket, Notated a patient's PE with the $ amount, @mentioned another team in a ticket, Gave a patient Support & Billing info (notated in ticket), Notated a provider's name, title, & clinic name in "From" section, Authorized a partner on a patient's acct (& documented), Referenced patient's req form for confirmation, Sent a survey to patient's email, Sent an email to follow up a call, Used the addendum section and Secured the email prior to sending (i.e. PHI/Secure).

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