Sent asurvey topatient'semailUsedRequester- Patient-SneakPeekNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)UsedRequester -Sales-Women'sHealthUsedRequester- Patient-PrequelClosed acase with an"Escalated"statusSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester-InsuranceNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Provider-SneakPeekReferencedpatient's reqform forconfirmationUsedRequester -ProspectivePatientSent anemail tofollow upa callUsed aSF emailtemplateUsedRequester -Provider-Women'sHealthUsedRequester- Patient-ReliantGave a patientSupport &Billing info(notated inticket)Used theaddendumsectionUsedRequester- Patient-ForesightUsed Requester -Patient-Foresight/Prequel@mentionedanotherteam in aticketCloneda ticketUsedRequester- Patient-OncologySent asurvey topatient'semailUsedRequester- Patient-SneakPeekNotated apatient'sPE with the$ amountAuthorized apartner on apatient's acct(&documented)UsedRequester -Sales-Women'sHealthUsedRequester- Patient-PrequelClosed acase with an"Escalated"statusSecured theemail prior tosending (i.e.PHI/Secure)UsedRequester-InsuranceNotated aprovider'sname, title, &clinic name in"From" sectionUsedRequester- Provider-SneakPeekReferencedpatient's reqform forconfirmationUsedRequester -ProspectivePatientSent anemail tofollow upa callUsed aSF emailtemplateUsedRequester -Provider-Women'sHealthUsedRequester- Patient-ReliantGave a patientSupport &Billing info(notated inticket)Used theaddendumsectionUsedRequester- Patient-ForesightUsed Requester -Patient-Foresight/Prequel@mentionedanotherteam in aticketCloneda ticketUsedRequester- Patient-Oncology

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Sent a survey to patient's email
  2. Used Requester - Patient-SneakPeek
  3. Notated a patient's PE with the $ amount
  4. Authorized a partner on a patient's acct (& documented)
  5. Used Requester - Sales-Women's Health
  6. Used Requester - Patient-Prequel
  7. Closed a case with an "Escalated" status
  8. Secured the email prior to sending (i.e. PHI/Secure)
  9. Used Requester - Insurance
  10. Notated a provider's name, title, & clinic name in "From" section
  11. Used Requester - Provider-SneakPeek
  12. Referenced patient's req form for confirmation
  13. Used Requester - Prospective Patient
  14. Sent an email to follow up a call
  15. Used a SF email template
  16. Used Requester - Provider-Women's Health
  17. Used Requester - Patient-Reliant
  18. Gave a patient Support & Billing info (notated in ticket)
  19. Used the addendum section
  20. Used Requester - Patient- Foresight
  21. Used Requester - Patient-Foresight/Prequel
  22. @mentioned another team in a ticket
  23. Cloned a ticket
  24. Used Requester - Patient-Oncology