Cloneda ticketUsedRequester-InsuranceGave a patientSupport &Billing info(notated inticket)Sent asurvey topatient'semailUsed Requester -Patient-Foresight/PrequelUsedRequester- Provider-SneakPeekReferencedpatient's reqform forconfirmationUsedRequester- Patient-ReliantUsedRequester -Provider-Women'sHealthNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)Closed acase with an"Escalated"statusUsed theaddendumsectionSent anemail tofollow upa call@mentionedanotherteam in aticketUsedRequester -ProspectivePatientUsedRequester -Sales-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-PrequelUsedRequester- Patient-ForesightUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyUsed aSF emailtemplateNotated aprovider'sname, title, &clinic name in"From" sectionCloneda ticketUsedRequester-InsuranceGave a patientSupport &Billing info(notated inticket)Sent asurvey topatient'semailUsed Requester -Patient-Foresight/PrequelUsedRequester- Provider-SneakPeekReferencedpatient's reqform forconfirmationUsedRequester- Patient-ReliantUsedRequester -Provider-Women'sHealthNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)Closed acase with an"Escalated"statusUsed theaddendumsectionSent anemail tofollow upa call@mentionedanotherteam in aticketUsedRequester -ProspectivePatientUsedRequester -Sales-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester- Patient-PrequelUsedRequester- Patient-ForesightUsedRequester- Patient-SneakPeekUsedRequester- Patient-OncologyUsed aSF emailtemplateNotated aprovider'sname, title, &clinic name in"From" section

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