creatinga noteadding atask to aCRMconferencecall withpatient and a3rd partyparticipantidentify a newresource youdidn't knowexisted (writename) acceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvinga CRMendinga callidentify a newresource youdidn't knowexisted (writename) Create aCRM w/anencounterlook upamembercompletinga CRM/Encounterattachingan existingencounterto a CRMraisinga flagaddressing aCRM in theSupervisorWorkqueueusing acallscriptansweringa flagcreate aCRM w/noencounterdispositioninga chatresolvingtasksendinga chatAfter CallWork (ACW)andDispositioningchattingwith apatientansweringaninboundcallmaking amanualoutboundcallcreatinga noteadding atask to aCRMconferencecall withpatient and a3rd partyparticipantidentify a newresource youdidn't knowexisted (writename) acceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvinga CRMendinga callidentify a newresource youdidn't knowexisted (writename) Create aCRM w/anencounterlook upamembercompletinga CRM/Encounterattachingan existingencounterto a CRMraisinga flagaddressing aCRM in theSupervisorWorkqueueusing acallscriptansweringa flagcreate aCRM w/noencounterdispositioninga chatresolvingtasksendinga chatAfter CallWork (ACW)andDispositioningchattingwith apatientansweringaninboundcallmaking amanualoutboundcall

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. creating a note
  2. adding a task to a CRM
  3. conference call with patient and a 3rd party participant
  4. identify a new resource you didn't know existed (write name)
  5. accepting a chat
  6. identify a new resource you didn't know existed (write name)
  7. resolving a CRM
  8. ending a call
  9. identify a new resource you didn't know existed (write name)
  10. Create a CRM w/ an encounter
  11. look up a member
  12. completing a CRM/ Encounter
  13. attaching an existing encounter to a CRM
  14. raising a flag
  15. addressing a CRM in the Supervisor Workqueue
  16. using a call script
  17. answering a flag
  18. create a CRM w/ no encounter
  19. dispositioning a chat
  20. resolving tasks
  21. ending a chat
  22. After Call Work (ACW) and Dispositioning
  23. chatting with a patient
  24. answering an inbound call
  25. making a manual outbound call