answeringa flagresolvingtasksresolvinga CRMmaking amanualoutboundcallansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMlook upamemberchattingwith apatientacceptinga chatattachingan existingencounterto a CRMAfter CallWork (ACW)andDispositioningendinga chatconferencecall withpatient and a3rd partyparticipantidentify a newresource youdidn't knowexisted (writename) endinga callCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) addressing aCRM in theSupervisorWorkqueueraisinga flagcreatinga noteusing acallscriptcompletinga CRM/Encounterdispositioninga chatcreate aCRM w/noencounteransweringa flagresolvingtasksresolvinga CRMmaking amanualoutboundcallansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMlook upamemberchattingwith apatientacceptinga chatattachingan existingencounterto a CRMAfter CallWork (ACW)andDispositioningendinga chatconferencecall withpatient and a3rd partyparticipantidentify a newresource youdidn't knowexisted (writename) endinga callCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) addressing aCRM in theSupervisorWorkqueueraisinga flagcreatinga noteusing acallscriptcompletinga CRM/Encounterdispositioninga chatcreate aCRM w/noencounter

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