endinga callAfter CallWork (ACW)andDispositioningattachingan existingencounterto a CRMCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) look upamembercreatinga noteidentify a newresource youdidn't knowexisted (writename) answeringaninboundcallraisinga flagchattingwith apatientresolvingtaskscreate aCRM w/noencountermaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMresolvinga CRMaddressing aCRM in theSupervisorWorkqueuecompletinga CRM/Encounterdispositioninga chatconferencecall withpatient and a3rd partyparticipantendinga chatusing acallscriptacceptinga chatansweringa flagendinga callAfter CallWork (ACW)andDispositioningattachingan existingencounterto a CRMCreate aCRM w/anencounteridentify a newresource youdidn't knowexisted (writename) look upamembercreatinga noteidentify a newresource youdidn't knowexisted (writename) answeringaninboundcallraisinga flagchattingwith apatientresolvingtaskscreate aCRM w/noencountermaking amanualoutboundcallidentify a newresource youdidn't knowexisted (writename) adding atask to aCRMresolvinga CRMaddressing aCRM in theSupervisorWorkqueuecompletinga CRM/Encounterdispositioninga chatconferencecall withpatient and a3rd partyparticipantendinga chatusing acallscriptacceptinga chatansweringa 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. ending a call
  2. After Call Work (ACW) and Dispositioning
  3. attaching an existing encounter to a CRM
  4. Create a CRM w/ an encounter
  5. identify a new resource you didn't know existed (write name)
  6. look up a member
  7. creating a note
  8. identify a new resource you didn't know existed (write name)
  9. answering an inbound call
  10. raising a flag
  11. chatting with a patient
  12. resolving tasks
  13. create a CRM w/ no encounter
  14. making a manual outbound call
  15. identify a new resource you didn't know existed (write name)
  16. adding a task to a CRM
  17. resolving a CRM
  18. addressing a CRM in the Supervisor Workqueue
  19. completing a CRM/ Encounter
  20. dispositioning a chat
  21. conference call with patient and a 3rd party participant
  22. ending a chat
  23. using a call script
  24. accepting a chat
  25. answering a flag