Have clienttag us onsocialmedia storySchedule asame daysickappointmentappropriatelyComplete 10appointmentconfirmationcalls/textsLeave yourworkstationfully cleanedand stockedbefore clockingoutCatch andcorrect anappointmentscheduling errorbefore it reachesthe doctorCross-trainanotherCSR on aworkflowCheck out 15appointmentsaccuratelywith no billingcorrectionsSchedule 10appointmentsin one shiftHelp a clientdownloadand log intothe clinic appCorrectly entera new patientinto Avimarkwith nocorrectionsneededGet a clientto schedulenext year'sannual beforeleavingSuccessfullyeducate a clientabout ProHeart12 resulting in apurchaseSuccessfullyexplain whydiagnosticsarerecommendedSell 6 monthsor more offlea/tick orheartwormpreventionBook anappointmentusing follow-upSell amicrochipHelp atechnician orassistant withrestraint orpatient flowReceive acomplimentfrom a clientor coworkerSell 12months offlea/tick orheartwormpreventionProcess fiveprescriptionrequests inunder 30minutesGet the client tofollow ourinstagram/facebookReturn allassignedvoicemailsbefore the endof your shiftCollectpayment onan overduebalanceSchedule asame daysickappointmentappropriatelyHave clienttag us onsocialmedia storySchedule asame daysickappointmentappropriatelyComplete 10appointmentconfirmationcalls/textsLeave yourworkstationfully cleanedand stockedbefore clockingoutCatch andcorrect anappointmentscheduling errorbefore it reachesthe doctorCross-trainanotherCSR on aworkflowCheck out 15appointmentsaccuratelywith no billingcorrectionsSchedule 10appointmentsin one shiftHelp a clientdownloadand log intothe clinic appCorrectly entera new patientinto Avimarkwith nocorrectionsneededGet a clientto schedulenext year'sannual beforeleavingSuccessfullyeducate a clientabout ProHeart12 resulting in apurchaseSuccessfullyexplain whydiagnosticsarerecommendedSell 6 monthsor more offlea/tick orheartwormpreventionBook anappointmentusing follow-upSell amicrochipHelp atechnician orassistant withrestraint orpatient flowReceive acomplimentfrom a clientor coworkerSell 12months offlea/tick orheartwormpreventionProcess fiveprescriptionrequests inunder 30minutesGet the client tofollow ourinstagram/facebookReturn allassignedvoicemailsbefore the endof your shiftCollectpayment onan overduebalanceSchedule asame daysickappointmentappropriately

CSR Bingo - Call List

(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.


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  1. Have client tag us on social media story
  2. Schedule a same day sick appointment appropriately
  3. Complete 10 appointment confirmation calls/texts
  4. Leave your workstation fully cleaned and stocked before clocking out
  5. Catch and correct an appointment scheduling error before it reaches the doctor
  6. Cross-train another CSR on a workflow
  7. Check out 15 appointments accurately with no billing corrections
  8. Schedule 10 appointments in one shift
  9. Help a client download and log into the clinic app
  10. Correctly enter a new patient into Avimark with no corrections needed
  11. Get a client to schedule next year's annual before leaving
  12. Successfully educate a client about ProHeart 12 resulting in a purchase
  13. Successfully explain why diagnostics are recommended
  14. Sell 6 months or more of flea/tick or heartworm prevention
  15. Book an appointment using follow-up
  16. Sell a microchip
  17. Help a technician or assistant with restraint or patient flow
  18. Receive a compliment from a client or coworker
  19. Sell 12 months of flea/tick or heartworm prevention
  20. Process five prescription requests in under 30 minutes
  21. Get the client to follow our instagram/facebook
  22. Return all assigned voicemails before the end of your shift
  23. Collect payment on an overdue balance
  24. Schedule a same day sick appointment appropriately