System Training & Lead Docket | Baamboozle - Baamboozle

English 12 Public

Training

Study Slideshow

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.)

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

True

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

True

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.)

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

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

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.)

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.)

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

True

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

True

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

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

AI summaries can replace your initial written summary once generated.

True

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.)