InsuranceVerified/UpdatedTE:ProtocolfollowedAcknowledgedCallClosing/CallerUnderstoodNext Steps CorrectServiceManual/SectionReviewedHIPAA(Two PatientIdentifiersCollected)Scheduling:AppointmentNote LineAccurateReg-Questions:Language(Spoken andWritten) Reg-Questions:Asked forPCPAppointmentVerified(Date, Time,Provider,Clinic)Regquestions:Asked forEmail Avoidedjargon/slang/acronymsReg-Questions:PreferredPronouns? ApptScheduling:CorrectVisit TypeCaller'sNeedsClarifiedDid notinterruptcaller/Allowedfor timeneededConversationClear/ConciseHold:Acknowledgedcaller and lessthan 90secondsApptScheduling:CorrectBlock Type/WorkflowTE:Routed ToCorrectPool Call openedproperly: Thankyou for callingUW MedicineThis is__. Howmay I help you?Reg-Questions:Address/Phone numberchanged?CallHandling:Protocol/TrainingfollowedStayedOnTopicReg-Questions:Race/Ethnicity/ GuarantorAccountsAdded/VerifiedHold: Askedpermission/explainedreason forholdTE:DocumentedAccuratelyTE:CorrectContactInformationApptScheduling:CorrectClinic,Provider"No" forallZeroToleranceTE:CorrectClinicTone(Appropriatethroughoutthe call)DisclosurescommunicatedManagedCall:Prevented 90seconds ofsilenceInsuranceVerified/UpdatedTE:ProtocolfollowedAcknowledgedCallClosing/CallerUnderstoodNext Steps CorrectServiceManual/SectionReviewedHIPAA(Two PatientIdentifiersCollected)Scheduling:AppointmentNote LineAccurateReg-Questions:Language(Spoken andWritten) Reg-Questions:Asked forPCPAppointmentVerified(Date, Time,Provider,Clinic)Regquestions:Asked forEmail Avoidedjargon/slang/acronymsReg-Questions:PreferredPronouns? ApptScheduling:CorrectVisit TypeCaller'sNeedsClarifiedDid notinterruptcaller/Allowedfor timeneededConversationClear/ConciseHold:Acknowledgedcaller and lessthan 90secondsApptScheduling:CorrectBlock Type/WorkflowTE:Routed ToCorrectPool Call openedproperly: Thankyou for callingUW MedicineThis is__. Howmay I help you?Reg-Questions:Address/Phone numberchanged?CallHandling:Protocol/TrainingfollowedStayedOnTopicReg-Questions:Race/Ethnicity/ GuarantorAccountsAdded/VerifiedHold: Askedpermission/explainedreason forholdTE:DocumentedAccuratelyTE:CorrectContactInformationApptScheduling:CorrectClinic,Provider"No" forallZeroToleranceTE:CorrectClinicTone(Appropriatethroughoutthe call)DisclosurescommunicatedManagedCall:Prevented 90seconds ofsilence

Quality Assurance Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
N
2
N
3
N
4
G
5
N
6
O
7
O
8
I
9
N N
10
B
11
I
12
B B
13
O
14
B
15
N
16
B
17
I I
18
I
19
G
20
I
21
O
22
G
23
O
24
I
25
B
26
I I
27
O
28
B
29
G
30
B B
31
O O
32
G
33
G G
34
G
  1. N-Insurance Verified /Updated
  2. N-TE: Protocol followed
  3. N-Acknowledged Call Closing/Caller Understood Next Steps
  4. G-Correct Service Manual/ Section Reviewed
  5. N-HIPAA (Two Patient Identifiers Collected)
  6. O-Scheduling: Appointment Note Line Accurate
  7. O- Reg-Questions: Language (Spoken and Written)
  8. I-Reg-Questions: Asked for PCP
  9. N-
    N-Appointment Verified (Date, Time, Provider, Clinic)
  10. B-Reg questions: Asked for Email
  11. I-Avoided jargon/ slang/ acronyms
  12. B-
    B-Reg- Questions: Preferred Pronouns?
  13. O-Appt Scheduling: Correct Visit Type
  14. B-Caller's Needs Clarified
  15. N-Did not interrupt caller/Allowed for time needed
  16. B-Conversation Clear/ Concise
  17. I-
    I-Hold: Acknowledged caller and less than 90 seconds
  18. I-Appt Scheduling: Correct Block Type/ Workflow
  19. G-TE: Routed To Correct Pool
  20. I-Call opened properly: Thank you for calling UW Medicine This is__. How may I help you?
  21. O-Reg-Questions: Address/ Phone number changed?
  22. G-Call Handling: Protocol/ Training followed
  23. O-Stayed On Topic
  24. I-Reg-Questions: Race/ Ethnicity/
  25. B-Guarantor Accounts Added/Verified
  26. I-
    I-Hold: Asked permission/ explained reason for hold
  27. O-TE: Documented Accurately
  28. B-TE: Correct Contact Information
  29. G-Appt Scheduling: Correct Clinic, Provider
  30. B-
    B-"No" for all Zero Tolerance
  31. O-
    O-TE: Correct Clinic
  32. G-Tone (Appropriate throughout the call)
  33. G-
    G-Disclosures communicated
  34. G-Managed Call: Prevented 90 seconds of silence