answeringaninboundcallendinga chataddressing aCRM in theSupervisorWorkqueueAfter CallWork (ACW)andDispositioningidentify a newresource youdidn't knowexisted (writename) creatinga noteCreate aCRM w/anencounterresolvingtasksdispositioninga chatidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) chattingwith apatientcreate aCRM w/noencounterresolvinga CRMacceptinga chatusing acallscriptraisinga flagattachingan existingencounterto a CRMlook upamembercompletinga CRM/Encounterendinga callansweringa flagadding atask to aCRMmaking amanualoutboundcallconferencecall withpatient and a3rd partyparticipantansweringaninboundcallendinga chataddressing aCRM in theSupervisorWorkqueueAfter CallWork (ACW)andDispositioningidentify a newresource youdidn't knowexisted (writename) creatinga noteCreate aCRM w/anencounterresolvingtasksdispositioninga chatidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) chattingwith apatientcreate aCRM w/noencounterresolvinga CRMacceptinga chatusing acallscriptraisinga flagattachingan existingencounterto a CRMlook upamembercompletinga CRM/Encounterendinga callansweringa flagadding atask to aCRMmaking amanualoutboundcallconferencecall withpatient and a3rd partyparticipant

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