using acallscriptaddressing aCRM in theSupervisorWorkqueueansweringaninboundcallendinga chatresolvinga CRMchattingwith apatientraisinga flagacceptinga chatcompletinga CRM/EncounterAfter CallWork (ACW)andDispositioningdispositioninga chatidentify a newresource youdidn't knowexisted (writename) create aCRM w/noencounterCreate aCRM w/anencountermaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) creatinga noteconferencecall withpatient and a3rd partyparticipantadding atask to aCRMlook upamemberattachingan existingencounterto a CRMresolvingtasksansweringa flagidentify a newresource youdidn't knowexisted (writename) endinga callusing acallscriptaddressing aCRM in theSupervisorWorkqueueansweringaninboundcallendinga chatresolvinga CRMchattingwith apatientraisinga flagacceptinga chatcompletinga CRM/EncounterAfter CallWork (ACW)andDispositioningdispositioninga chatidentify a newresource youdidn't knowexisted (writename) create aCRM w/noencounterCreate aCRM w/anencountermaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) creatinga noteconferencecall withpatient and a3rd partyparticipantadding atask to aCRMlook upamemberattachingan existingencounterto a CRMresolvingtasksansweringa flagidentify a newresource youdidn't knowexisted (writename) endinga call

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