These twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistoryProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableFill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entryThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentSuccessbehavior thatshares tipslearned withothersCollaborationOn QA form,list the 7parts ofClosing thecall1. Attempt NPS question2. Ask follow up NPS 3.Notate NPS accurately 4.Asking if there wasanything further to assist5. Thank the member 6.provide correct callbacknumber 7 Summarize thecallInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?What we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsWhat wedocument inthe parent casefor postconsultationfollow upHow the consultationwent and surgerydetails - Providername, Facility location,facility address,appointment day andtime and follow up dayand timePerform thisaction withthe advocatedashboarddailyRefreshit!Successbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingList of at leastthree SMSspecialties thatyou shared witha membertodayOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Free!Successbehavior thatacknowledgesand recognizesothersstrugglesEmpathyProcess for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceSuccess behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersProcess forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice emailVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSNThese twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistoryProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableFill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entryThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentSuccessbehavior thatshares tipslearned withothersCollaborationOn QA form,list the 7parts ofClosing thecall1. Attempt NPS question2. Ask follow up NPS 3.Notate NPS accurately 4.Asking if there wasanything further to assist5. Thank the member 6.provide correct callbacknumber 7 Summarize thecallInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?What we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsWhat wedocument inthe parent casefor postconsultationfollow upHow the consultationwent and surgerydetails - Providername, Facility location,facility address,appointment day andtime and follow up dayand timePerform thisaction withthe advocatedashboarddailyRefreshit!Successbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingList of at leastthree SMSspecialties thatyou shared witha membertodayOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Free!Successbehavior thatacknowledgesand recognizesothersstrugglesEmpathyProcess for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceSuccess behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersProcess forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice emailVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSN

SMS 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. Checking past case history and activity history
    These two action determines our historical interactions with members
  2. SMS Complaint - Provider Unavailable
    Process for when a member wants an ASC-aligned provider but there are no Alliance/Target providers within the member's desired range
  3. Conference tab/entry
    Fill this out when the provider, member, and advocate are on the line together
  4. Call Recap
    The email we sent to Principal Care Advocate and supervisor after helping to schedule an appointment and/or amazing member interaction
  5. Concierge service, help find in-network providers, help schedule an appointment, and follow up after appointment
    SMS service
  6. Collaboration
    Success behavior that shares tips learned with others
  7. 1. Attempt NPS question 2. Ask follow up NPS 3. Notate NPS accurately 4. Asking if there was anything further to assist 5. Thank the member 6. provide correct callback number 7 Summarize the call
    On QA form, list the 7 parts of Closing the call
  8. Thank you for calling in. My name is [first name]. With whom do I have the pleasure of speaking with?
    Inbound Greeting
  9. Verbal confirmation of appointment details
    What we need to do with the member for every appointment we have helped schedule
  10. Soliciting texting and asking to send an email
    Processes for providing additional information to member
  11. Possible Interventions & Actions
    Disposition/Experimental Call Outcome we use past verification and giving the pitch
  12. How the consultation went and surgery details - Provider name, Facility location, facility address, appointment day and time and follow up day and time
    What we document in the parent case for post consultation follow up
  13. Refresh it!
    Perform this action with the advocate dashboard daily
  14. Problem Solving/Critical Thinking
    Success behavior that attempts to find the answer before reaching out

  15. List of at least three SMS specialties that you shared with a member today
  16. What health concerns do they have? How are they doing today? What appointments can we help schedule?
    Open-ended questions we want to ask members
  17. Free!
  18. Empathy
    Success behavior that acknowledges and recognizes others struggles
  19. SMS Complaint - Provider Not in Salesforce
    Process for when we find the provider's Alliance facility on Salesforce but not the doctor
  20. Organization
    Success behavior that exhibits timely response to email and preparing each day
  21. Say their name at least once after verification and ask how they are doing
    Ways to build a relationship with a member
  22. Inspiring Self and Others
    An example of this success behavior is sending a motivational message to your team
  23. Post appointment follow up process
    Process for when we call a member after their appointment
  24. Scheduler/provider office email
    Asked an Alliance provider office for this when scheduling
  25. Member first and last name, full DOB and full address or last 4 of SSN
    Verification process