Sent anemail tofollow upa callReferencedpatient's reqform forconfirmationGave a patientSupport &Billing info(notated inticket)Used theaddendumsectionUsedRequester -Provider-Women'sHealthAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-OncologySent asurvey topatient'semailCloneda ticketUsedRequester- Patient-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -ProspectivePatientUsedRequester- Patient-ForesightUsed aSF emailtemplateNotated apatient'sPE with the$ amountUsed Requester -Patient-Foresight/PrequelUsedRequester- Provider-SneakPeekUsedRequester -Sales-Women'sHealth@mentionedanotherteam in aticketSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-PrequelClosed acase with an"Escalated"statusUsedRequester-InsuranceUsedRequester- Patient-ReliantSent anemail tofollow upa callReferencedpatient's reqform forconfirmationGave a patientSupport &Billing info(notated inticket)Used theaddendumsectionUsedRequester -Provider-Women'sHealthAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-OncologySent asurvey topatient'semailCloneda ticketUsedRequester- Patient-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -ProspectivePatientUsedRequester- Patient-ForesightUsed aSF emailtemplateNotated apatient'sPE with the$ amountUsed Requester -Patient-Foresight/PrequelUsedRequester- Provider-SneakPeekUsedRequester -Sales-Women'sHealth@mentionedanotherteam in aticketSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-PrequelClosed acase with an"Escalated"statusUsedRequester-InsuranceUsedRequester- Patient-Reliant

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.


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