answeringa flagadding atask to aCRMmaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) raisinga flagcreate aCRM w/noencounterendinga chatresolvinga CRMconferencecall withpatient and a3rd partyparticipantresolvingtasksdispositioninga chatcreatinga notechattingwith apatientattachingan existingencounterto a CRMcompletinga CRM/Encounteracceptinga chatendinga callusing acallscriptCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) look upamemberaddressing aCRM in theSupervisorWorkqueueansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) After CallWork (ACW)andDispositioningansweringa flagadding atask to aCRMmaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) raisinga flagcreate aCRM w/noencounterendinga chatresolvinga CRMconferencecall withpatient and a3rd partyparticipantresolvingtasksdispositioninga chatcreatinga notechattingwith apatientattachingan existingencounterto a CRMcompletinga CRM/Encounteracceptinga chatendinga callusing acallscriptCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) look upamemberaddressing aCRM in theSupervisorWorkqueueansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) After CallWork (ACW)andDispositioning

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