Notated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-PrequelUsedRequester- Provider-SneakPeekUsedRequester -Provider-Women'sHealthGave a patientSupport &Billing info(notated inticket)Cloneda ticketSent anemail tofollow upa callUsed aSF emailtemplateUsedRequester -ProspectivePatientUsed theaddendumsectionClosed acase with an"Escalated"statusUsedRequester- Patient-SneakPeekSecured theemail prior tosending (i.e.PHI/Secure)Referencedpatient's reqform forconfirmationUsedRequester- Patient-ForesightUsedRequester-InsuranceSent asurvey topatient'semailUsedRequester- Patient-Oncology@mentionedanotherteam in aticketNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-ReliantUsedRequester -Sales-Women'sHealthUsed Requester -Patient-Foresight/PrequelNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-PrequelUsedRequester- Provider-SneakPeekUsedRequester -Provider-Women'sHealthGave a patientSupport &Billing info(notated inticket)Cloneda ticketSent anemail tofollow upa callUsed aSF emailtemplateUsedRequester -ProspectivePatientUsed theaddendumsectionClosed acase with an"Escalated"statusUsedRequester- Patient-SneakPeekSecured theemail prior tosending (i.e.PHI/Secure)Referencedpatient's reqform forconfirmationUsedRequester- Patient-ForesightUsedRequester-InsuranceSent asurvey topatient'semailUsedRequester- Patient-Oncology@mentionedanotherteam in aticketNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-ReliantUsedRequester -Sales-Women'sHealthUsed Requester -Patient-Foresight/Prequel

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