Used Requester -Patient-Foresight/PrequelUsedRequester -ProspectivePatientGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-OncologyUsedRequester- Patient-ForesightUsedRequester-InsuranceUsedRequester- Provider-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionClosed acase with an"Escalated"statusUsedRequester- Patient-SneakPeekSent anemail tofollow upa callAuthorized apartner on apatient's acct(&documented)Sent asurvey topatient'semailUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)Notated apatient'sPE with the$ amountUsed aSF emailtemplateUsed theaddendumsectionUsedRequester- Patient-ReliantUsedRequester -Sales-Women'sHealth@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationCloneda ticketUsed Requester -Patient-Foresight/PrequelUsedRequester -ProspectivePatientGave a patientSupport &Billing info(notated inticket)UsedRequester- Patient-OncologyUsedRequester- Patient-ForesightUsedRequester-InsuranceUsedRequester- Provider-SneakPeekNotated aprovider'sname, title, &clinic name in"From" sectionClosed acase with an"Escalated"statusUsedRequester- Patient-SneakPeekSent anemail tofollow upa callAuthorized apartner on apatient's acct(&documented)Sent asurvey topatient'semailUsedRequester- Patient-PrequelUsedRequester -Provider-Women'sHealthSecured theemail prior tosending (i.e.PHI/Secure)Notated apatient'sPE with the$ amountUsed aSF emailtemplateUsed theaddendumsectionUsedRequester- Patient-ReliantUsedRequester -Sales-Women'sHealth@mentionedanotherteam in aticketReferencedpatient's reqform forconfirmationCloneda ticket

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