dispositioninga chatacceptinga chatresolvingtasksidentify a newresource youdidn't knowexisted (writename) create aCRM w/noencounterconferencecall withpatient and a3rd partyparticipantlook upamemberaddressing aCRM in theSupervisorWorkqueuecreatinga noteadding atask to aCRMusing acallscriptansweringaninboundcallmaking amanualoutboundcallchattingwith apatientattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) raisinga flagAfter CallWork (ACW)andDispositioningansweringa flagCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) resolvinga CRMendinga callendinga chatcompletinga CRM/Encounterdispositioninga chatacceptinga chatresolvingtasksidentify a newresource youdidn't knowexisted (writename) create aCRM w/noencounterconferencecall withpatient and a3rd partyparticipantlook upamemberaddressing aCRM in theSupervisorWorkqueuecreatinga noteadding atask to aCRMusing acallscriptansweringaninboundcallmaking amanualoutboundcallchattingwith apatientattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) raisinga flagAfter CallWork (ACW)andDispositioningansweringa flagCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) resolvinga CRMendinga callendinga chatcompletinga CRM/Encounter

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