creatinga noteaddressing aCRM in theSupervisorWorkqueuelook upamembercreate aCRM w/noencounterendinga calladding atask to aCRMidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) acceptinga chatraisinga flagattachingan existingencounterto a CRMdispositioninga chatcompletinga CRM/Encounterresolvinga CRMmaking amanualoutboundcallresolvingtasksendinga chatansweringaninboundcallusing acallscriptCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantAfter CallWork (ACW)andDispositioningansweringa flagchattingwith apatientcreatinga noteaddressing aCRM in theSupervisorWorkqueuelook upamembercreate aCRM w/noencounterendinga calladding atask to aCRMidentify a newresource youdidn't knowexisted (writename) identify a newresource youdidn't knowexisted (writename) acceptinga chatraisinga flagattachingan existingencounterto a CRMdispositioninga chatcompletinga CRM/Encounterresolvinga CRMmaking amanualoutboundcallresolvingtasksendinga chatansweringaninboundcallusing acallscriptCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantAfter CallWork (ACW)andDispositioningansweringa flagchattingwith apatient

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