System Training & Lead Docket | Baamboozle - Baamboozle

It’s okay to leave the 'middle initial' field blank if the client doesn’t have one.

True

Oops!

Check

Okay!

Check

You can leave questions marked 'unknown' if the PC is unsure and you’re short on time.

False (You can only leave them unknown IF the PC is unsure but it will flag for review.)

Oops!

Check

Okay!

Check

You must always start a new lead by entering the client’s emergency contact first.

False (You begin with the client’s contact information in case the call is dropped.)

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Okay!

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Contact method should always be marked as 'phone call' by default.

False (You must ask the client for their preferred method - text, email, or call.)

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Okay!

Check

If a lead is missing venue or severity info, it can still be submitted without updates.

False (You must ensure all critical fields are complete before submitting.)

Oops!

Check

Okay!

Check

Notes about signed or reviewed leads should be added immediately in Lead Docket.

True

Oops!

Check

Okay!

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The Assigned Client Advocate should be changed to yourself when you're signing a case.

True

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Okay!

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It’s acceptable to summarize client injuries in the 'Summary' section.

False (The Summary is for how the injury happened, not medical details.)

Oops!

Check

Okay!

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AI summaries can replace your initial written summary once generated.

True

Oops!

Check

Okay!

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The AI summary should be generated before you begin the intake.

False (The AI Summary is generated after the full intake is completed.)

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Check

Okay!

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baam

Lose 15 points!

Oops!

star

Double points!

Okay!

rocket

Go to first place!

Okay!

banana

Go to last place!

Oops!

If the lead has no Phase 2, the onboarding advocate will generate the AI summary.

False (The intake agent generates it when there is no Phase 2.)

Oops!

Check

Okay!

Check

trap

No points!

Oops!

shark

Other team loses 25 points!

Okay!

fairy

Take points!

thief

Give points!

Venue information should reflect where the incident occurred, not where the client lives.

True

Oops!

Check

Okay!

Check

eraser

Reset score!

Oops!

fairy

Take points!

gift

Win 5 points!

Okay!

thief

Give points!

eraser

Reset score!

Oops!

gift

Win 15 points!

Okay!

shark

Other team loses 20 points!

Okay!

thief

Give points!

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