After CallWork (ACW)andDispositioningresolvingtasksattachingan existingencounterto a CRMacceptinga chatidentify a newresource youdidn't knowexisted (writename) dispositioninga chatadding atask to aCRMCreate aCRM w/anencounteransweringa flagcreate aCRM w/noencounteridentify a newresource youdidn't knowexisted (writename) resolvinga CRMusing acallscriptlook upamembercreatinga noteraisinga flagendinga chatmaking amanualoutboundcallendinga callidentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantcompletinga CRM/Encounteraddressing aCRM in theSupervisorWorkqueueansweringaninboundcallchattingwith apatientAfter CallWork (ACW)andDispositioningresolvingtasksattachingan existingencounterto a CRMacceptinga chatidentify a newresource youdidn't knowexisted (writename) dispositioninga chatadding atask to aCRMCreate aCRM w/anencounteransweringa flagcreate aCRM w/noencounteridentify a newresource youdidn't knowexisted (writename) resolvinga CRMusing acallscriptlook upamembercreatinga noteraisinga flagendinga chatmaking amanualoutboundcallendinga callidentify a newresource youdidn't knowexisted (writename) conferencecall withpatient and a3rd partyparticipantcompletinga CRM/Encounteraddressing aCRM in theSupervisorWorkqueueansweringaninboundcallchattingwith 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. After Call Work (ACW) and Dispositioning
  2. resolving tasks
  3. attaching an existing encounter to a CRM
  4. accepting a chat
  5. identify a new resource you didn't know existed (write name)
  6. dispositioning a chat
  7. adding a task to a CRM
  8. Create a CRM w/ an encounter
  9. answering a flag
  10. create a CRM w/ no encounter
  11. identify a new resource you didn't know existed (write name)
  12. resolving a CRM
  13. using a call script
  14. look up a member
  15. creating a note
  16. raising a flag
  17. ending a chat
  18. making a manual outbound call
  19. ending a call
  20. identify a new resource you didn't know existed (write name)
  21. conference call with patient and a 3rd party participant
  22. completing a CRM/ Encounter
  23. addressing a CRM in the Supervisor Workqueue
  24. answering an inbound call
  25. chatting with a patient