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When you attach an employer to the claimant in the matter tree on the Matter tab, Prevail also automatically enters that employer's information on the Employment tab. During the attachment procedure, you have the opportunity to input employment information (such as dates of employment), or you can simply attach the employer, and return to the Employment tab later to add other details.

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

Video Link: Add Employment Entries in Prevail

Instructions

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

  2. Click the paper clip button.

    1. A Contact search window will appear.

  3. Enter any character string from the employer’s name in the Search Criteria field.

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Optional: Enter the appropriate information in the remaining fields.

  1. Click ‘Save’.

Creating a Contact

Training Plan for Prevail 6-9 Upgrade

Video 30 31 - Running an Intake/Update Questionnaires

Staff Training #1

Video 24 - Disabilities Tab: Adding Ailments

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