Notated apatient'sPE with the$ amountUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyUsedRequester- Patient-ForesightUsed aSF emailtemplateNotated aprovider'sname, title, &clinic name in"From" sectionSecured theemail prior tosending (i.e.PHI/Secure)Closed acase with an"Escalated"statusGave a patientSupport &Billing info(notated inticket)@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationAuthorized apartner on apatient's acct(&documented)UsedRequester-InsuranceUsedRequester -Provider-Women'sHealthUsedRequester- Patient-ReliantSent anemail tofollow upa callUsed Requester -Patient-Foresight/PrequelSent asurvey topatient'semailUsedRequester- Patient-PrequelUsedRequester -ProspectivePatientUsed theaddendumsectionUsedRequester -Sales-Women'sHealthCloneda ticketUsedRequester- Provider-SneakPeekNotated apatient'sPE with the$ amountUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyUsedRequester- Patient-ForesightUsed aSF emailtemplateNotated aprovider'sname, title, &clinic name in"From" sectionSecured theemail prior tosending (i.e.PHI/Secure)Closed acase with an"Escalated"statusGave a patientSupport &Billing info(notated inticket)@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationAuthorized apartner on apatient's acct(&documented)UsedRequester-InsuranceUsedRequester -Provider-Women'sHealthUsedRequester- Patient-ReliantSent anemail tofollow upa callUsed Requester -Patient-Foresight/PrequelSent asurvey topatient'semailUsedRequester- Patient-PrequelUsedRequester -ProspectivePatientUsed theaddendumsectionUsedRequester -Sales-Women'sHealthCloneda ticketUsedRequester- Provider-SneakPeek

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