conferencecall withpatient and a3rd partyparticipantendinga callcreatinga noteidentify a newresource youdidn't knowexisted (writename) answeringa flagaddressing aCRM in theSupervisorWorkqueueCreate aCRM w/anencountercreate aCRM w/noencounteransweringaninboundcallattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) dispositioninga chatendinga chatacceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvingtasksmaking amanualoutboundcalllook upamemberraisinga flagcompletinga CRM/EncounterAfter CallWork (ACW)andDispositioningchattingwith apatientadding atask to aCRMresolvinga CRMusing acallscriptconferencecall withpatient and a3rd partyparticipantendinga callcreatinga noteidentify a newresource youdidn't knowexisted (writename) answeringa flagaddressing aCRM in theSupervisorWorkqueueCreate aCRM w/anencountercreate aCRM w/noencounteransweringaninboundcallattachingan existingencounterto a CRMidentify a newresource youdidn't knowexisted (writename) dispositioninga chatendinga chatacceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvingtasksmaking amanualoutboundcalllook upamemberraisinga flagcompletinga CRM/EncounterAfter CallWork (ACW)andDispositioningchattingwith apatientadding atask to aCRMresolvinga CRMusing acallscript

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