resolvingtaskscreatinga noteraisinga flagaddressing aCRM in theSupervisorWorkqueueidentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantchattingwith apatientendinga callidentify a newresource youdidn't knowexisted (writename) acceptinga chatansweringa flagCreate aCRM w/anencounterusing acallscriptdispositioninga chatcompletinga CRM/Encounterattachingan existingencounterto a CRMendinga chatidentify a newresource youdidn't knowexisted (writename) making amanualoutboundcalllook upamemberresolvinga CRMcreate aCRM w/noencounterAfter CallWork (ACW)andDispositioningansweringaninboundcalladding atask to aCRMresolvingtaskscreatinga noteraisinga flagaddressing aCRM in theSupervisorWorkqueueidentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantchattingwith apatientendinga callidentify a newresource youdidn't knowexisted (writename) acceptinga chatansweringa flagCreate aCRM w/anencounterusing acallscriptdispositioninga chatcompletinga CRM/Encounterattachingan existingencounterto a CRMendinga chatidentify a newresource youdidn't knowexisted (writename) making amanualoutboundcalllook upamemberresolvinga CRMcreate aCRM w/noencounterAfter CallWork (ACW)andDispositioningansweringaninboundcalladding atask to aCRM

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