Referencedpatient's reqform forconfirmationUsedRequester -Provider-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-OncologyUsed theaddendumsectionUsedRequester -Sales-Women'sHealthClosed acase with an"Escalated"statusAuthorized apartner on apatient's acct(&documented)Used Requester -Patient-Foresight/PrequelUsedRequester-InsuranceUsedRequester- Patient-PrequelCloneda ticketUsedRequester- Patient-SneakPeek@mentionedanotherteam in aticketNotated apatient'sPE with the$ amountSent anemail tofollow upa callSent asurvey topatient'semailGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-ForesightUsed aSF emailtemplateUsedRequester- Provider-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -ProspectivePatientUsedRequester- Patient-ReliantReferencedpatient's reqform forconfirmationUsedRequester -Provider-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-OncologyUsed theaddendumsectionUsedRequester -Sales-Women'sHealthClosed acase with an"Escalated"statusAuthorized apartner on apatient's acct(&documented)Used Requester -Patient-Foresight/PrequelUsedRequester-InsuranceUsedRequester- Patient-PrequelCloneda ticketUsedRequester- Patient-SneakPeek@mentionedanotherteam in aticketNotated apatient'sPE with the$ amountSent anemail tofollow upa callSent asurvey topatient'semailGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-ForesightUsed aSF emailtemplateUsedRequester- Provider-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester -ProspectivePatientUsedRequester- 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. Referenced patient's req form for confirmation
  2. Used Requester - Provider-Women's Health
  3. Secured the email prior to sending (i.e. PHI/Secure)
  4. Used Requester - Patient-Oncology
  5. Used the addendum section
  6. Used Requester - Sales-Women's Health
  7. Closed a case with an "Escalated" status
  8. Authorized a partner on a patient's acct (& documented)
  9. Used Requester - Patient-Foresight/Prequel
  10. Used Requester - Insurance
  11. Used Requester - Patient-Prequel
  12. Cloned a ticket
  13. Used Requester - Patient-SneakPeek
  14. @mentioned another team in a ticket
  15. Notated a patient's PE with the $ amount
  16. Sent an email to follow up a call
  17. Sent a survey to patient's email
  18. Gave a patient Support & Billing info (notated in ticket)
  19. Used Requester - Patient- Foresight
  20. Used a SF email template
  21. Used Requester - Provider-SneakPeek
  22. Notated a provider's name, title, & clinic name in "From" section
  23. Used Requester - Prospective Patient
  24. Used Requester - Patient-Reliant