Authorized apartner on apatient's acct(&documented)Used Requester -Patient-Foresight/PrequelReferencedpatient's reqform forconfirmationUsedRequester -Sales-Women'sHealthUsedRequester -ProspectivePatientSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester-InsuranceUsedRequester- Patient-Prequel@mentionedanotherteam in aticketGave a patientSupport &Billing info(notated inticket)Notated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Provider-SneakPeekUsedRequester- Patient-SneakPeekUsedRequester- Patient-ReliantUsedRequester- Patient-OncologySent anemail tofollow upa callUsed theaddendumsectionCloneda ticketUsedRequester- Patient-ForesightClosed acase with an"Escalated"statusUsed aSF emailtemplateSent asurvey topatient'semailUsedRequester -Provider-Women'sHealthNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)Used Requester -Patient-Foresight/PrequelReferencedpatient's reqform forconfirmationUsedRequester -Sales-Women'sHealthUsedRequester -ProspectivePatientSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester-InsuranceUsedRequester- Patient-Prequel@mentionedanotherteam in aticketGave a patientSupport &Billing info(notated inticket)Notated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Provider-SneakPeekUsedRequester- Patient-SneakPeekUsedRequester- Patient-ReliantUsedRequester- Patient-OncologySent anemail tofollow upa callUsed theaddendumsectionCloneda ticketUsedRequester- Patient-ForesightClosed acase with an"Escalated"statusUsed aSF emailtemplateSent asurvey topatient'semailUsedRequester -Provider-Women'sHealthNotated apatient'sPE with the$ amount

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