identify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantmaking amanualoutboundcallcompletinga CRM/Encounterlook upamembercreate aCRM w/noencounterendinga callCreate aCRM w/anencounterchattingwith apatientendinga chatansweringa flagaddressing aCRM in theSupervisorWorkqueueattachingan existingencounterto a CRMdispositioninga chatresolvinga CRMansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) creatinga noteresolvingtasksacceptinga chatusing acallscriptadding atask to aCRMAfter CallWork (ACW)andDispositioningraisinga flagidentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantmaking amanualoutboundcallcompletinga CRM/Encounterlook upamembercreate aCRM w/noencounterendinga callCreate aCRM w/anencounterchattingwith apatientendinga chatansweringa flagaddressing aCRM in theSupervisorWorkqueueattachingan existingencounterto a CRMdispositioninga chatresolvinga CRMansweringaninboundcallidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) creatinga noteresolvingtasksacceptinga chatusing acallscriptadding atask to aCRMAfter CallWork (ACW)andDispositioningraisinga flag

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