Do a Receipt for Payment Edit contact information Close activity from home Learn something new about Epic Drag and drop an attachment Endorse a policy Edit a list (add columns, resize) Locate a client using address View activity from home Generate an invoice Send an email through Epic Complete a deposit Attach an email into Epic Add a relationship to an account Use the online Help Manual Apply credits to debits Close an activity Use a hot key Use the printed process manual Ask Jess Y a question about Epic Add a form letter Use Quicklinks to assist a client View policy detail Add an activity View transaction detail Add a new policy Add a contact to an account Enroll a client in paperless Locate a client using name Do a Receipt for Payment Edit contact information Close activity from home Learn something new about Epic Drag and drop an attachment Endorse a policy Edit a list (add columns, resize) Locate a client using address View activity from home Generate an invoice Send an email through Epic Complete a deposit Attach an email into Epic Add a relationship to an account Use the online Help Manual Apply credits to debits Close an activity Use a hot key Use the printed process manual Ask Jess Y a question about Epic Add a form letter Use Quicklinks to assist a client View policy detail Add an activity View transaction detail Add a new policy Add a contact to an account Enroll a client in paperless Locate a client using name
(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
Do a Receipt for Payment
Edit contact information
Close activity from home
Learn something new about Epic
Drag and drop an attachment
Endorse a policy
Edit a list (add columns, resize)
Locate a client using address
View activity from home
Generate an invoice
Send an email through Epic
Complete a deposit
Attach an email into Epic
Add a relationship to an account
Use the
online Help Manual
Apply credits to debits
Close an activity
Use a hot key
Use the printed process manual
Ask Jess Y a question about Epic
Add a form letter
Use Quicklinks to assist a client
View policy detail
Add an activity
View transaction detail
Add a new policy
Add a contact to an account
Enroll a client in paperless
Locate a client using name