Sent anemail tofollow upa callUsedRequester -ProspectivePatientUsedRequester- Patient-Oncology@mentionedanotherteam in aticketUsed theaddendumsectionNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester-InsuranceNotated apatient'sPE with the$ amountSent asurvey topatient'semailSecured theemail prior tosending (i.e.PHI/Secure)Used Requester -Patient-Foresight/PrequelUsedRequester- Patient-PrequelUsedRequester- Patient-ReliantCloneda ticketUsedRequester- Patient-SneakPeekUsedRequester- Patient-ForesightUsedRequester- Provider-SneakPeekUsed aSF emailtemplateUsedRequester -Provider-Women'sHealthAuthorized apartner on apatient's acct(&documented)Referencedpatient's reqform forconfirmationGave a patientSupport &Billing info(notated inticket)Closed acase with an"Escalated"statusUsedRequester -Sales-Women'sHealthSent anemail tofollow upa callUsedRequester -ProspectivePatientUsedRequester- Patient-Oncology@mentionedanotherteam in aticketUsed theaddendumsectionNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester-InsuranceNotated apatient'sPE with the$ amountSent asurvey topatient'semailSecured theemail prior tosending (i.e.PHI/Secure)Used Requester -Patient-Foresight/PrequelUsedRequester- Patient-PrequelUsedRequester- Patient-ReliantCloneda ticketUsedRequester- Patient-SneakPeekUsedRequester- Patient-ForesightUsedRequester- Provider-SneakPeekUsed aSF emailtemplateUsedRequester -Provider-Women'sHealthAuthorized apartner on apatient's acct(&documented)Referencedpatient's reqform forconfirmationGave a patientSupport &Billing info(notated inticket)Closed acase with an"Escalated"statusUsedRequester -Sales-Women'sHealth

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