UsedRequester -Provider-Women'sHealthUsedRequester -Sales-Women'sHealthUsedRequester- Provider-SneakPeekUsed aSF emailtemplateNotated apatient'sPE with the$ amountUsedRequester -ProspectivePatientGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-OncologySent asurvey topatient'semailNotated aprovider'sname, title, &clinic name in"From" sectionReferencedpatient's reqform forconfirmationClosed acase with an"Escalated"statusCloneda ticketUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-ForesightUsedRequester-InsuranceSecured theemail prior tosending (i.e.PHI/Secure)Used theaddendumsectionSent anemail tofollow upa call@mentionedanotherteam in aticketAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-SneakPeekUsedRequester- Patient-ReliantUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthUsedRequester -Sales-Women'sHealthUsedRequester- Provider-SneakPeekUsed aSF emailtemplateNotated apatient'sPE with the$ amountUsedRequester -ProspectivePatientGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-OncologySent asurvey topatient'semailNotated aprovider'sname, title, &clinic name in"From" sectionReferencedpatient's reqform forconfirmationClosed acase with an"Escalated"statusCloneda ticketUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-ForesightUsedRequester-InsuranceSecured theemail prior tosending (i.e.PHI/Secure)Used theaddendumsectionSent anemail tofollow upa call@mentionedanotherteam in aticketAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-SneakPeekUsedRequester- Patient-ReliantUsedRequester- Patient-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. Used Requester - Provider-Women's Health
  2. Used Requester - Sales-Women's Health
  3. Used Requester - Provider-SneakPeek
  4. Used a SF email template
  5. Notated a patient's PE with the $ amount
  6. Used Requester - Prospective Patient
  7. Gave a patient Support & Billing info (notated in ticket)
  8. Used Requester - Patient-Oncology
  9. Sent a survey to patient's email
  10. Notated a provider's name, title, & clinic name in "From" section
  11. Referenced patient's req form for confirmation
  12. Closed a case with an "Escalated" status
  13. Cloned a ticket
  14. Used Requester - Patient-Foresight/Prequel
  15. Used Requester - Patient- Foresight
  16. Used Requester - Insurance
  17. Secured the email prior to sending (i.e. PHI/Secure)
  18. Used the addendum section
  19. Sent an email to follow up a call
  20. @mentioned another team in a ticket
  21. Authorized a partner on a patient's acct (& documented)
  22. Used Requester - Patient-SneakPeek
  23. Used Requester - Patient-Reliant
  24. Used Requester - Patient-Prequel