UsedRequester -ProspectivePatientUsedRequester- Patient-ForesightUsedRequester -Provider-Women'sHealthNotated aprovider'sname, title, &clinic name in"From" sectionNotated apatient'sPE with the$ amountUsedRequester-InsuranceUsedRequester -Sales-Women'sHealthUsedRequester- Patient-ReliantSent asurvey topatient'semailClosed acase with an"Escalated"statusUsed theaddendumsectionCloneda ticketSecured theemail prior tosending (i.e.PHI/Secure)Used aSF emailtemplateReferencedpatient's reqform forconfirmationUsedRequester- Patient-SneakPeekUsedRequester- Patient-PrequelAuthorized apartner on apatient's acct(&documented)Gave a patientSupport &Billing info(notated inticket)Sent anemail tofollow upa callUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-OncologyUsedRequester- Provider-SneakPeek@mentionedanotherteam in aticketUsedRequester -ProspectivePatientUsedRequester- Patient-ForesightUsedRequester -Provider-Women'sHealthNotated aprovider'sname, title, &clinic name in"From" sectionNotated apatient'sPE with the$ amountUsedRequester-InsuranceUsedRequester -Sales-Women'sHealthUsedRequester- Patient-ReliantSent asurvey topatient'semailClosed acase with an"Escalated"statusUsed theaddendumsectionCloneda ticketSecured theemail prior tosending (i.e.PHI/Secure)Used aSF emailtemplateReferencedpatient's reqform forconfirmationUsedRequester- Patient-SneakPeekUsedRequester- Patient-PrequelAuthorized apartner on apatient's acct(&documented)Gave a patientSupport &Billing info(notated inticket)Sent anemail tofollow upa callUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-OncologyUsedRequester- Provider-SneakPeek@mentionedanotherteam in aticket

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