List of at leastthree SMSspecialties thatyou shared witha membertodayFill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entryFree!Successbehavior thatacknowledgesand recognizesothersstrugglesEmpathyWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingWhat 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!Process forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessSuccessbehavior 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 thecallProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapWhat we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?These twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistoryDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsSuccess behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentProcess for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSNOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Successbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice emailList of at leastthree SMSspecialties thatyou shared witha membertodayFill this out whenthe provider,member, andadvocate are onthe line togetherConferencetab/entryFree!Successbehavior thatacknowledgesand recognizesothersstrugglesEmpathyWays tobuild arelationshipwith amemberSay their nameat least onceafter verificationand ask howthey are doingWhat 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!Process forwhen we calla memberafter theirappointmentPostappointmentfollow upprocessSuccessbehavior 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 thecallProcess for when amember wants anASC-aligned providerbut there are noAlliance/Targetproviders within themember's desiredrangeSMSComplaint -ProviderUnavailableThe email we sent toPrincipal CareAdvocate andsupervisor afterhelping to schedulean appointmentand/or amazingmember interactionCallRecapWhat we need todo with themember for everyappointment wehave helpedscheduleVerbalconfirmationofappointmentdetailsInboundGreetingThank you forcalling in. Myname is [firstname]. With whomdo I have thepleasure ofspeaking with?These twoactiondetermines ourhistoricalinteractionswith membersCheckingpast casehistory andactivityhistoryDisposition/ExperimentalCall Outcome we usepast verification andgiving the pitchPossibleInterventions& ActionsSuccess behaviorthat exhibitstimely responseto email andpreparing eachdayOrganizationSMSserviceConcierge service,help find in-network providers,help schedule anappointment, andfollow up afterappointmentProcess for whenwe find theprovider'sAlliance facility onSalesforce butnot the doctorSMSComplaint -Provider Notin SalesforceProcessesfor providingadditionalinformationto memberSolicitingtexting andasking tosend anemailAn example of thissuccess behavioris sending amotivationalmessage to yourteamInspiringSelf andOthersVerificationprocessMember firstand last name,full DOB andfull address orlast 4 of SSNOpen-endedquestions wewant to askmembersWhat healthconcerns do theyhave?How are theydoing today? Whatappointments canwe help schedule?Successbehavior thatattempts to findthe answerbefore reachingoutProblemSolving/CriticalThinkingAsked anAllianceprovider officefor this whenschedulingScheduler/provideroffice email

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. List of at least three SMS specialties that you shared with a member today
  2. Conference tab/entry
    Fill this out when the provider, member, and advocate are on the line together
  3. Free!
  4. Empathy
    Success behavior that acknowledges and recognizes others struggles
  5. Say their name at least once after verification and ask how they are doing
    Ways to build a relationship with a member
  6. 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
  7. Refresh it!
    Perform this action with the advocate dashboard daily
  8. Post appointment follow up process
    Process for when we call a member after their appointment
  9. Collaboration
    Success behavior that shares tips learned with others
  10. 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
  11. 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
  12. Call Recap
    The email we sent to Principal Care Advocate and supervisor after helping to schedule an appointment and/or amazing member interaction
  13. Verbal confirmation of appointment details
    What we need to do with the member for every appointment we have helped schedule
  14. Thank you for calling in. My name is [first name]. With whom do I have the pleasure of speaking with?
    Inbound Greeting
  15. Checking past case history and activity history
    These two action determines our historical interactions with members
  16. Possible Interventions & Actions
    Disposition/Experimental Call Outcome we use past verification and giving the pitch
  17. Organization
    Success behavior that exhibits timely response to email and preparing each day
  18. Concierge service, help find in-network providers, help schedule an appointment, and follow up after appointment
    SMS service
  19. SMS Complaint - Provider Not in Salesforce
    Process for when we find the provider's Alliance facility on Salesforce but not the doctor
  20. Soliciting texting and asking to send an email
    Processes for providing additional information to member
  21. Inspiring Self and Others
    An example of this success behavior is sending a motivational message to your team
  22. Member first and last name, full DOB and full address or last 4 of SSN
    Verification process
  23. 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
  24. Problem Solving/Critical Thinking
    Success behavior that attempts to find the answer before reaching out
  25. Scheduler/provider office email
    Asked an Alliance provider office for this when scheduling