View activity from home Use the online Help Manual Do a Receipt for Payment Locate a client using address Generate an invoice View transaction detail Edit a list (add columns, resize) Close an activity Drag and drop an attachment Endorse a policy Edit contact information Complete a deposit Add a relationship to an account Locate a client using name Close activity from home Add a contact to an account Enroll a client in paperless Ask Jess Y a question about Epic Add a form letter Use a hot key Use Quicklinks to assist a client Add a new policy Send an email through Epic View policy detail Learn something new about Epic Apply credits to debits Add an activity Use the printed process manual Attach an email into Epic View activity from home Use the online Help Manual Do a Receipt for Payment Locate a client using address Generate an invoice View transaction detail Edit a list (add columns, resize) Close an activity Drag and drop an attachment Endorse a policy Edit contact information Complete a deposit Add a relationship to an account Locate a client using name Close activity from home Add a contact to an account Enroll a client in paperless Ask Jess Y a question about Epic Add a form letter Use a hot key Use Quicklinks to assist a client Add a new policy Send an email through Epic View policy detail Learn something new about Epic Apply credits to debits Add an activity Use the printed process manual Attach an email into Epic
(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.
View activity from home
Use the
online Help Manual
Do a Receipt for Payment
Locate a client using address
Generate an invoice
View transaction detail
Edit a list (add columns, resize)
Close an activity
Drag and drop an attachment
Endorse a policy
Edit contact information
Complete a deposit
Add a relationship to an account
Locate a client using name
Close activity from home
Add a contact to an account
Enroll a client in paperless
Ask Jess Y a question about Epic
Add a form letter
Use a hot key
Use Quicklinks to assist a client
Add a new policy
Send an email through Epic
View policy detail
Learn something new about Epic
Apply credits to debits
Add an activity
Use the printed process manual
Attach an email into Epic