UsedRequester- Patient-ReliantNotated apatient'sPE with the$ amountUsedRequester- Provider-SneakPeekUsedRequester -Provider-Women'sHealthUsedRequester- Patient-PrequelGave a patientSupport &Billing info(notated inticket)UsedRequester -Sales-Women'sHealthReferencedpatient's reqform forconfirmationUsed aSF emailtemplateUsed Requester -Patient-Foresight/PrequelSent asurvey topatient'semail@mentionedanotherteam in aticketUsedRequester- Patient-ForesightCloneda ticketClosed acase with an"Escalated"statusSent anemail tofollow upa callUsed theaddendumsectionUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester-InsuranceUsedRequester -ProspectivePatientSecured theemail prior tosending (i.e.PHI/Secure)Authorized apartner on apatient's acct(&documented)UsedRequester- Patient-ReliantNotated apatient'sPE with the$ amountUsedRequester- Provider-SneakPeekUsedRequester -Provider-Women'sHealthUsedRequester- Patient-PrequelGave a patientSupport &Billing info(notated inticket)UsedRequester -Sales-Women'sHealthReferencedpatient's reqform forconfirmationUsed aSF emailtemplateUsed Requester -Patient-Foresight/PrequelSent asurvey topatient'semail@mentionedanotherteam in aticketUsedRequester- Patient-ForesightCloneda ticketClosed acase with an"Escalated"statusSent anemail tofollow upa callUsed theaddendumsectionUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester-InsuranceUsedRequester -ProspectivePatientSecured theemail prior tosending (i.e.PHI/Secure)Authorized apartner on apatient's acct(&documented)

SF Best Practices 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Used Requester - Patient-Reliant
  2. Notated a patient's PE with the $ amount
  3. Used Requester - Provider-SneakPeek
  4. Used Requester - Provider-Women's Health
  5. Used Requester - Patient-Prequel
  6. Gave a patient Support & Billing info (notated in ticket)
  7. Used Requester - Sales-Women's Health
  8. Referenced patient's req form for confirmation
  9. Used a SF email template
  10. Used Requester - Patient-Foresight/Prequel
  11. Sent a survey to patient's email
  12. @mentioned another team in a ticket
  13. Used Requester - Patient- Foresight
  14. Cloned a ticket
  15. Closed a case with an "Escalated" status
  16. Sent an email to follow up a call
  17. Used the addendum section
  18. Used Requester - Patient-SneakPeek
  19. Used Requester - Patient-Oncology
  20. Notated a provider's name, title, & clinic name in "From" section
  21. Used Requester - Insurance
  22. Used Requester - Prospective Patient
  23. Secured the email prior to sending (i.e. PHI/Secure)
  24. Authorized a partner on a patient's acct (& documented)