Cloneda ticketUsedRequester-InsuranceUsedRequester- Provider-SneakPeekUsedRequester- Patient-ForesightUsedRequester- Patient-OncologyNotated aprovider'sname, title, &clinic name in"From" sectionReferencedpatient's reqform forconfirmationUsedRequester -Provider-Women'sHealthUsed aSF emailtemplateUsedRequester -Sales-Women'sHealthAuthorized apartner on apatient's acct(&documented)Sent anemail tofollow upa call@mentionedanotherteam in aticketNotated apatient'sPE with the$ amountUsedRequester -ProspectivePatientClosed acase with an"Escalated"statusSecured theemail prior tosending (i.e.PHI/Secure)Sent asurvey topatient'semailUsed theaddendumsectionUsedRequester- Patient-PrequelGave a patientSupport &Billing info(notated inticket)Used Requester -Patient-Foresight/PrequelUsedRequester- Patient-ReliantUsedRequester- Patient-SneakPeekCloneda ticketUsedRequester-InsuranceUsedRequester- Provider-SneakPeekUsedRequester- Patient-ForesightUsedRequester- Patient-OncologyNotated aprovider'sname, title, &clinic name in"From" sectionReferencedpatient's reqform forconfirmationUsedRequester -Provider-Women'sHealthUsed aSF emailtemplateUsedRequester -Sales-Women'sHealthAuthorized apartner on apatient's acct(&documented)Sent anemail tofollow upa call@mentionedanotherteam in aticketNotated apatient'sPE with the$ amountUsedRequester -ProspectivePatientClosed acase with an"Escalated"statusSecured theemail prior tosending (i.e.PHI/Secure)Sent asurvey topatient'semailUsed theaddendumsectionUsedRequester- Patient-PrequelGave a patientSupport &Billing info(notated inticket)Used Requester -Patient-Foresight/PrequelUsedRequester- Patient-ReliantUsedRequester- Patient-SneakPeek

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