This material is meant for members seeking training on Prevail’s premium features
A comprehensive training plan for staff members is listed in the Staff Training plan.
Premium Features Overview and Training | ||
Training Material Link Instructions and Video Link | Direct Video Link | |
eSignature ** | **Training Information Coming Soon | |
Client Portal | ||
EREtrieve Training | Download Case Files Using EREtrieve Upload Documents to ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve | Download Case Files Using EREtrieve Upload Documents to the ERE using EREtrieve Accessing Appeals Council and OHO Status Reports Through EREtrieve |
Create a New Merge Document Template from Scratch
Create a New Merge Document Template by Closing an Existing Template
Transfer your Existing Form Letters into Prevail
Creating a New Merge Document Template from Scratch
Create a New Merge Document Template by Cloning an Existing Template
Transfer your Existing Form Letters into Prevail
Insurance Branch Integration | ||
Inbound Leads / Prospects | **Coming Soon | |
Medical Records** | **Coming Soon |