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To view an instructional video of these steps, click the link below.

https://share.synthesia.io/0cdbf766-ec1b-4732-8460-246a06411de7

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Video LInk: Update or Reset ERE Password in EREtrieve

Instructions

  1. Log in to the ERE site, and change your password as you typically do every 90 days.

  2. In Prevail, click Tools > Reset EREtrieve Password.

  3. Enter the required information:

    1. ERE User.

      1. Select the ERE User from the drop-down field.

    2. BSO User.

      1. Enter your BSO username.

    3. Current Password.

      1. Your old ERE password, that you just changed from.

    4. New Password:

      1. Your new ERE password, that you just changed to.

    5. Confirm Password:

      1. Re-enter your new ERE password.

    6. Click Submit Request.

Training Plan for Prevail 6-9 Upgrade

Video 32 - Adding a New Claim to the Claims/Process Tab

Training Plan for Prevail 7-9 Upgrade

Video 22 - Creating a New Merge Document Template from Scratch

Training Plan for Prevail 8-9 Upgrade

Video 9 - Creating a New Merge Document Template from Scratch

Staff Training #2

Video 34 - Client Portal Setup & Use

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