Notated aprovider'sname, title, &clinic name in"From" sectionCloneda ticketUsedRequester -Provider-Women'sHealthUsedRequester- Provider-SneakPeekUsed Requester -Patient-Foresight/PrequelGave a patientSupport &Billing info(notated inticket)UsedRequester-InsuranceUsedRequester- Patient-ForesightReferencedpatient's reqform forconfirmationUsedRequester -Sales-Women'sHealthNotated apatient'sPE with the$ amountUsedRequester- Patient-SneakPeekUsedRequester -ProspectivePatientClosed acase with an"Escalated"statusUsed aSF emailtemplateSent anemail tofollow upa callUsedRequester- Patient-OncologySent asurvey topatient'semailUsed theaddendumsection@mentionedanotherteam in aticketUsedRequester- Patient-PrequelAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-ReliantSecured theemail prior tosending (i.e.PHI/Secure)Notated aprovider'sname, title, &clinic name in"From" sectionCloneda ticketUsedRequester -Provider-Women'sHealthUsedRequester- Provider-SneakPeekUsed Requester -Patient-Foresight/PrequelGave a patientSupport &Billing info(notated inticket)UsedRequester-InsuranceUsedRequester- Patient-ForesightReferencedpatient's reqform forconfirmationUsedRequester -Sales-Women'sHealthNotated apatient'sPE with the$ amountUsedRequester- Patient-SneakPeekUsedRequester -ProspectivePatientClosed acase with an"Escalated"statusUsed aSF emailtemplateSent anemail tofollow upa callUsedRequester- Patient-OncologySent asurvey topatient'semailUsed theaddendumsection@mentionedanotherteam in aticketUsedRequester- Patient-PrequelAuthorized apartner on apatient's acct(&documented)UsedRequester- Patient-ReliantSecured theemail prior tosending (i.e.PHI/Secure)

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