dispositioninga chatendinga chatattachingan existingencounterto a CRMcompletinga CRM/Encounterusing acallscriptraisinga flagacceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvinga CRMadding atask to aCRMCreate aCRM w/anencounteransweringa flagchattingwith apatientidentify a newresource youdidn't knowexisted (writename) answeringaninboundcalladdressing aCRM in theSupervisorWorkqueuemaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) endinga callcreate aCRM w/noencounterlook upamemberconferencecall withpatient and a3rd partyparticipantAfter CallWork (ACW)andDispositioningresolvingtaskscreatinga notedispositioninga chatendinga chatattachingan existingencounterto a CRMcompletinga CRM/Encounterusing acallscriptraisinga flagacceptinga chatidentify a newresource youdidn't knowexisted (writename) resolvinga CRMadding atask to aCRMCreate aCRM w/anencounteransweringa flagchattingwith apatientidentify a newresource youdidn't knowexisted (writename) answeringaninboundcalladdressing aCRM in theSupervisorWorkqueuemaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) endinga callcreate aCRM w/noencounterlook upamemberconferencecall withpatient and a3rd partyparticipantAfter CallWork (ACW)andDispositioningresolvingtaskscreatinga note

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