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Since Social Security matters follow essentially the same path regardless of jurisdiction, Prevail has a built-in process for Social Security matters. We also provide a standard process for VA claims. For all other matters (e.g., Personal Injury, Workers’ Compensation, Bankruptcy), you’ll need to build the process(es) using the Process Builder.

\uD83D\uDCD8 Instructions

1. Click ‘Add’ on the left side of the screen.

   1. A new Process window will appear

2. In the Subject field, enter a description of the claim

   1. You can enter Claim 1, Claim 2 etc. or you may be specific in your description.

3. Choose the appropriate Process from the drop-down list.

4. Click ‘Save’

   1. The new claim now appears in the list of claims on the left side of the screen.

\uD83D\uDCCB Related articles

Updating the Status of a Claim on the Claims/Process Tab, Adding an Auto-Fill Process to the Claims/Process Tab

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