Page Comparison

BRIEF description of what this ‘How to’ covers

NOTE: Add any amplifying information that may require capturing their attention. IF NOTHING - remove this section.

\uD83D\uDCD8 Instructions

Short, concise steps for users to follow. Consistency is key and less is more.

1. Click Administration > Employee Setup.

2. Click ‘Add’ on the left side of the window.

3. Enter a login name for the employee.

   1. Name will appear in all caps

4. Image Removed

   Complete the following fields:

   1. Complete the following fields: 

      • Date Hired 

      • Salutation 

      • First name 

      • Middle name 

      • Last name 

      • Suffix 

      • Initials 

      • Branch Office 

      • Professional Title, Bar Number, and Rate (if applicable) 

      • Mailing Address (employee’s personal mailing address, not the office address) 

      NOTE: If the mailing address differs from the physical address, uncheck the box, and enter the mailing address in the fields that will display. 

      • Phone Number(s) and Email Address(es).

        • Under the Communications section in the lower right, click the + button, and choose the type of phone number, email address, or website to enter.

      • Enter the information, and check the "International" and "Primary" box as necessary

      Optional: Complete the remaining fields in this window (e.g., Nickname, Social Security Number, Date of Birth), but this is not required.

5. Click on the Security tab at the bottom of the window.

   1. Choose what type of access, if any, the employee has to these specific areas of Prevail:

      • Control Panel Security

      • Databank Security

      • Document Setup Security

      • Employee Security

      • Firm Log Security

      • Process Builder Security

      • Query Manager Setup

      • Questionnaire Security

      • Questionnaire Setup Security

      • Report Security

      • Report Designer Setup

      • Contact Setup Security

      • Trust Account Security

      • Contact Consolidate Security

      • Dashboard Security

   2. Note: When setting up security groups, under Administration > Security/Group Setup, select the access settings for several other areas of Prevail. In that area, instead of selecting access by individual employee, select access by employee type (e.g., Attorney, Paralegal, Receptionist).

6. On the Security tab, it is required to assign the employee to the appropriate group(s), and choose their level of access in that group. (For more information about security groups, see Security/Group Setup on page 5.)

   1. When creating a new matter or prospect, it is automatically assigned to the "Default" security group if you do not set up any other groups. However, if you have multiple groups, you will need to select the desired group.

      1. Warning: This group security controls which employees can access the file, and what level of access (i.e., what information in that matter) they will have.

   2. Note: If using an Exchange server, you will set up the sync on the Sync tab. If you do not use an Exchange server, your users can still use the Outlook Sync, but will configure it under the File > User Settings menu. For more information, see User Settings on page 15.

   3. Click on the Sync tab at the bottom of the window. Prevail's Outlook Sync allows users to synchronize appointments between their Prevail and Outlook calendars. This is a live, two-way sync. Therefore, updates to either calendar are synced to the other.

      Caution: If you are not absolutely certain of the exact Exchange profile name for each user, do not guess! Consult your network administrator or IT professional.

7. Image Removed

   Click on the Notes tab at the bottom of the window. If desired, enter any miscellaneous information about the employee. Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.

8. Click, Save.

\uD83D\uDCCB Related articles

Deleting User Accounts, User SettingsThis lesson covers uploading documents to the Social Security Administration’s ERE site through the EREtrieve tab in Prevail.

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

Video Link: Upload to ERE using EREtrieve

Instructions

Warning: Before initiating your first EREtrieve request in a particular matter, ensure that the proper ‘ERE User’ has been selected from the drop-down field on the Matter tab. If the firm has only one ERE User, that user’s name will be selected by default.

1. Go to the EREtrieve tab.

2. Click the ‘EREtrieve Upload Documents’ button. A window will display, listing all Prevail entries (from the History, Medical, Employment, Evidence, and Ledger tabs) within that matter, that have a file attached to them.

3. Note: If an entry has more than one file attached to it, that entry will be listed multiple times, once for each file that is attached, so that you can select individual attachments to upload.

4. Double-click on the attachment that you want to upload.

5. At the bottom, in the Selected ERE Documents section, complete the required fields:

   1. Upload Method:

      • Electronic Claim Folder. Use this method if you are sure that the claimant has an Electronic Claim Folder on ERE.

      • RQID (Barcode). Use this method if the claimant does not have an Electronic Claim Folder at the ERE (such as for claimants whose claims are pending at the Initial or Recon level). If you choose the RQID (Bar Code) method, additional fields for the Site ID, Request ID (Bar Code), RF, and DR information will display.

   2. Select the Document Type, and enter the Document Date. Depending on the Document Type, there may also be other required fields.

   3. Enter Notes if desired.

   4. Click Save.

6. If you have additional documents to upload for this matter, repeat Steps #5-6 above for each document.

7. When finished selecting documents, and inputting the required information for them, click the ‘Upload Documents’ button. A confirmation window will display.

8. Note: After the document has reached the ERE site, and a tracking number obtained, the tracking number will display in the ERE Details field for that document on the EREtrieve tab.

Related articles

Download Case Files Through EREtrieve

Training Plan for Prevail 6-9 Upgrade

Video 35 - Access Appeals Council and OHO Status Reports Through EREtrieve

Training Plan for Prevail 7-9 Upgrade

Video 19 - Access Appeals Council and OHO Status Reports Through EREtrieve

Training Plan for Prevail 8-9 Upgrade

Video 7 - Accessing Appeals Council and OHO Status Reports Through EREtrieve

Staff Training #2

Video 32 - Accessing Appeals Council and OHO Status Reports Through EREtrieve.