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System Training & Lead Docket
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Delimiter between question and answer:

Tips:

  • No column headers.
  • Each line maps to a question.
  • If the delimiter is used in a question, the question should be surrounded by double quotes: "My, question","My, answer"
  • The first answer in the multiple choice question must be the correct answer.

 Import questions





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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.)
AI summaries can replace your initial written summary once generated.
True
It’s acceptable to summarize client injuries in the 'Summary' section.
False (The Summary is for how the injury happened, not medical details.)
Notes about signed or reviewed leads should be added immediately in Lead Docket.
True
The Assigned Client Advocate should be changed to yourself when you're signing a case.
True
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.)
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.)
The AI summary should be generated before you begin the intake.
False (The AI Summary is generated after the full intake is completed.)
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.)
It’s okay to leave the 'middle initial' field blank if the client doesn’t have one.
True
Venue information should reflect where the incident occurred, not where the client lives.
True
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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