create aCRM w/noencountercreatinga noteCreate aCRM w/anencounteracceptinga chatchattingwith apatientansweringaninboundcallraisinga flagendinga chatendinga callmaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) resolvingtasksaddressing aCRM in theSupervisorWorkqueueAfter CallWork (ACW)andDispositioningconferencecall withpatient and a3rd partyparticipantattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMresolvinga CRMdispositioninga chatusing acallscriptcompletinga CRM/Encounteransweringa flagidentify a newresource youdidn't knowexisted (writename) look upamembercreate aCRM w/noencountercreatinga noteCreate aCRM w/anencounteracceptinga chatchattingwith apatientansweringaninboundcallraisinga flagendinga chatendinga callmaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) resolvingtasksaddressing aCRM in theSupervisorWorkqueueAfter CallWork (ACW)andDispositioningconferencecall withpatient and a3rd partyparticipantattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMresolvinga CRMdispositioninga chatusing acallscriptcompletinga CRM/Encounteransweringa flagidentify a newresource youdidn't knowexisted (writename) look upamember

Care Concierge Shadowing Checklist - 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. create a CRM w/ no encounter
  2. creating a note
  3. Create a CRM w/ an encounter
  4. accepting a chat
  5. chatting with a patient
  6. answering an inbound call
  7. raising a flag
  8. ending a chat
  9. ending a call
  10. making a manual outbound call
  11. identify a new resource you didn't know existed (write name)
  12. resolving tasks
  13. addressing a CRM in the Supervisor Workqueue
  14. After Call Work (ACW) and Dispositioning
  15. conference call with patient and a 3rd party participant
  16. attaching an existing encounter to a CRM
  17. identify a new resource you didn't know existed (write name)
  18. adding a task to a CRM
  19. resolving a CRM
  20. dispositioning a chat
  21. using a call script
  22. completing a CRM/ Encounter
  23. answering a flag
  24. identify a new resource you didn't know existed (write name)
  25. look up a member