UsedRequester- Patient-ForesightCloneda ticketUsedRequester- Provider-SneakPeekGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-SneakPeekUsed theaddendumsectionUsed aSF emailtemplateAuthorized apartner on apatient's acct(&documented)UsedRequester-InsuranceUsedRequester- Patient-ReliantNotated aprovider'sname, title, &clinic name in"From" sectionNotated apatient'sPE with the$ amountSent asurvey topatient'semailUsedRequester -Sales-Women'sHealthReferencedpatient's reqform forconfirmationSecured theemail prior tosending (i.e.PHI/Secure)@mentionedanotherteam in aticketClosed acase with an"Escalated"statusUsedRequester- Patient-PrequelUsedRequester -ProspectivePatientSent anemail tofollow upa callUsedRequester -Provider-Women'sHealthUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-OncologyUsedRequester- Patient-ForesightCloneda ticketUsedRequester- Provider-SneakPeekGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-SneakPeekUsed theaddendumsectionUsed aSF emailtemplateAuthorized apartner on apatient's acct(&documented)UsedRequester-InsuranceUsedRequester- Patient-ReliantNotated aprovider'sname, title, &clinic name in"From" sectionNotated apatient'sPE with the$ amountSent asurvey topatient'semailUsedRequester -Sales-Women'sHealthReferencedpatient's reqform forconfirmationSecured theemail prior tosending (i.e.PHI/Secure)@mentionedanotherteam in aticketClosed acase with an"Escalated"statusUsedRequester- Patient-PrequelUsedRequester -ProspectivePatientSent anemail tofollow upa callUsedRequester -Provider-Women'sHealthUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-Oncology

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Used Requester - Patient- Foresight
  2. Cloned a ticket
  3. Used Requester - Provider-SneakPeek
  4. Gave a patient Support & Billing info (notated in ticket)
  5. Used Requester - Patient-SneakPeek
  6. Used the addendum section
  7. Used a SF email template
  8. Authorized a partner on a patient's acct (& documented)
  9. Used Requester - Insurance
  10. Used Requester - Patient-Reliant
  11. Notated a provider's name, title, & clinic name in "From" section
  12. Notated a patient's PE with the $ amount
  13. Sent a survey to patient's email
  14. Used Requester - Sales-Women's Health
  15. Referenced patient's req form for confirmation
  16. Secured the email prior to sending (i.e. PHI/Secure)
  17. @mentioned another team in a ticket
  18. Closed a case with an "Escalated" status
  19. Used Requester - Patient-Prequel
  20. Used Requester - Prospective Patient
  21. Sent an email to follow up a call
  22. Used Requester - Provider-Women's Health
  23. Used Requester - Patient-Foresight/Prequel
  24. Used Requester - Patient-Oncology