UsedRequester-InsuranceUsedRequester- Patient-SneakPeekUsedRequester- Patient-ForesightSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester -Provider-Women'sHealthClosed acase with an"Escalated"statusReferencedpatient's reqform forconfirmation@mentionedanotherteam in aticketUsed theaddendumsectionNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -Sales-Women'sHealthSent asurvey topatient'semailUsed Requester -Patient-Foresight/PrequelUsed aSF emailtemplateSent anemail tofollow upa callCloneda ticketUsedRequester- Patient-ReliantUsedRequester -ProspectivePatientAuthorized apartner on apatient's acct(&documented)Gave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-PrequelUsedRequester- Patient-OncologyUsedRequester- Provider-SneakPeekNotated apatient'sPE with the$ amountUsedRequester-InsuranceUsedRequester- Patient-SneakPeekUsedRequester- Patient-ForesightSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester -Provider-Women'sHealthClosed acase with an"Escalated"statusReferencedpatient's reqform forconfirmation@mentionedanotherteam in aticketUsed theaddendumsectionNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -Sales-Women'sHealthSent asurvey topatient'semailUsed Requester -Patient-Foresight/PrequelUsed aSF emailtemplateSent anemail tofollow upa callCloneda ticketUsedRequester- Patient-ReliantUsedRequester -ProspectivePatientAuthorized apartner on apatient's acct(&documented)Gave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-PrequelUsedRequester- Patient-OncologyUsedRequester- Provider-SneakPeekNotated apatient'sPE with the$ amount

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