Sent asurvey topatient'semailUsedRequester- Patient-OncologyUsedRequester-InsuranceUsed Requester -Patient-Foresight/PrequelCloneda ticketNotated apatient'sPE with the$ amountNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-ReliantUsedRequester- Patient-ForesightClosed acase with an"Escalated"status@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationUsedRequester- Provider-SneakPeekGave a patientSupport &Billing info(notated inticket)Sent anemail tofollow upa callAuthorized apartner on apatient's acct(&documented)Used theaddendumsectionSecured theemail prior tosending (i.e.PHI/Secure)Used aSF emailtemplateUsedRequester- Patient-SneakPeekUsedRequester -ProspectivePatientUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthUsedRequester -Sales-Women'sHealthSent asurvey topatient'semailUsedRequester- Patient-OncologyUsedRequester-InsuranceUsed Requester -Patient-Foresight/PrequelCloneda ticketNotated apatient'sPE with the$ amountNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-ReliantUsedRequester- Patient-ForesightClosed acase with an"Escalated"status@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationUsedRequester- Provider-SneakPeekGave a patientSupport &Billing info(notated inticket)Sent anemail tofollow upa callAuthorized apartner on apatient's acct(&documented)Used theaddendumsectionSecured theemail prior tosending (i.e.PHI/Secure)Used aSF emailtemplateUsedRequester- Patient-SneakPeekUsedRequester -ProspectivePatientUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthUsedRequester -Sales-Women'sHealth

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