Success behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationWhat we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsOn 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 thecallWhat wedocument inthe parent casefor postconsultationfollow upHow the consultationwent and surgerydetails - Providername, Facility location,facility address,appointment day andtime and follow up dayand timeProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice emailThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsSuccessbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingProcess forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Free!Fill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entrySuccessbehavior thatacknowledgesand recognizesothersstrugglesEmpathyProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSNList of at leastthree SMSspecialties thatyou shared witha membertodayInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?Perform thisaction withthe advocatedashboarddailyRefreshit!Process for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceThese twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistorySuccessbehavior thatshares tipslearned withothersCollaborationSuccess behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationWhat we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsOn 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 thecallWhat wedocument inthe parent casefor postconsultationfollow upHow the consultationwent and surgerydetails - Providername, Facility location,facility address,appointment day andtime and follow up dayand timeProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice emailThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsSuccessbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingProcess forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Free!Fill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entrySuccessbehavior thatacknowledgesand recognizesothersstrugglesEmpathyProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSNList of at leastthree SMSspecialties thatyou shared witha membertodayInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?Perform thisaction withthe advocatedashboarddailyRefreshit!Process for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceThese twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistorySuccessbehavior thatshares tipslearned withothersCollaboration

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. Organization
    Success behavior that exhibits timely response to email and preparing each day
  2. Verbal confirmation of appointment details
    What we need to do with the member for every appointment we have helped schedule
  3. 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
  4. 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
  5. 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
  6. Say their name at least once after verification and ask how they are doing
    Ways to build a relationship with a member
  7. Scheduler/provider office email
    Asked an Alliance provider office for this when scheduling
  8. Call Recap
    The email we sent to Principal Care Advocate and supervisor after helping to schedule an appointment and/or amazing member interaction
  9. Possible Interventions & Actions
    Disposition/Experimental Call Outcome we use past verification and giving the pitch
  10. Problem Solving/Critical Thinking
    Success behavior that attempts to find the answer before reaching out
  11. Post appointment follow up process
    Process for when we call a member after their appointment
  12. Inspiring Self and Others
    An example of this success behavior is sending a motivational message to your team
  13. Concierge service, help find in-network providers, help schedule an appointment, and follow up after appointment
    SMS service
  14. 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
  15. Free!
  16. Conference tab/entry
    Fill this out when the provider, member, and advocate are on the line together
  17. Empathy
    Success behavior that acknowledges and recognizes others struggles
  18. Soliciting texting and asking to send an email
    Processes for providing additional information to member
  19. Member first and last name, full DOB and full address or last 4 of SSN
    Verification process

  20. List of at least three SMS specialties that you shared with a member today
  21. Thank you for calling in. My name is [first name]. With whom do I have the pleasure of speaking with?
    Inbound Greeting
  22. Refresh it!
    Perform this action with the advocate dashboard daily
  23. SMS Complaint - Provider Not in Salesforce
    Process for when we find the provider's Alliance facility on Salesforce but not the doctor
  24. Checking past case history and activity history
    These two action determines our historical interactions with members
  25. Collaboration
    Success behavior that shares tips learned with others