Secured theemail prior tosending (i.e.PHI/Secure)Sent asurvey topatient'semailClosed acase with an"Escalated"statusSent anemail tofollow upa callNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-SneakPeekAuthorized apartner on apatient's acct(&documented)Cloneda ticketGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-ReliantUsed theaddendumsectionReferencedpatient's reqform forconfirmationUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthUsedRequester- Patient-OncologyUsed aSF emailtemplateUsedRequester -ProspectivePatientUsedRequester-InsuranceUsedRequester- Provider-SneakPeekNotated apatient'sPE with the$ amountUsedRequester -Sales-Women'sHealthUsedRequester- Patient-Foresight@mentionedanotherteam in aticketSecured theemail prior tosending (i.e.PHI/Secure)Sent asurvey topatient'semailClosed acase with an"Escalated"statusSent anemail tofollow upa callNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Patient-SneakPeekAuthorized apartner on apatient's acct(&documented)Cloneda ticketGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-ReliantUsed theaddendumsectionReferencedpatient's reqform forconfirmationUsed Requester -Patient-Foresight/PrequelUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthUsedRequester- Patient-OncologyUsed aSF emailtemplateUsedRequester -ProspectivePatientUsedRequester-InsuranceUsedRequester- Provider-SneakPeekNotated apatient'sPE with the$ amountUsedRequester -Sales-Women'sHealthUsedRequester- Patient-Foresight@mentionedanotherteam in aticket

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