Staff Training #1

Training Material Link

Instructions and Video Link

Direct Video Link

1.

User Settings

Modifying User Settings

2.

Help Dropdown

Accessing Help in Prevail

3.

Home Tab

The Prevail Home Tab

4.

Combined Search 

Prevail Search Tool

5.

Power Search

Prevail Power Search

6.

Outlook Calendar Sync

Outlook Calendar Sync

7.

Calendar Informational

Calendar Informational

8.

Create and Delete Contacts in Prevail

Create and Delete Contacts in Prevail

9.

Text Messaging in Prevail

Text Messaging in Prevail

10.

Creating Matters from Contacts

Creating Matters from Contacts

11.

Add Other Contacts to Matter (Related Parties Tree)

Attaching Other Contacts to a Matter (Related Parties Tree)

12.

History Tab (Add, Delete, and Retrieve Entries)

History Tab (Add, Delete, and Retrieve Entries)

13.

Prevail Grid Layouts

Prevail Grid Layouts

Staff Training #2

Training Material Link

Instructions and Video Link

Direct Video Link

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails From Prevail

Attaching Incoming Emails to Prevail

Enable Desktop Outlook Email Add-In

Attaching Outgoing Emails

From Prevail

Attaching Incoming Emails

to Prevail

Document Merge

Generating a Merge Document for a Matter

Using the Prevail Connector

Using the Prevail Connector

Tool

Medical Tab Overview

Medical Tab Overview

Evidence Tab: Adding an Evidence Entry

Evidence Tab: Adding an Evidence Entry

Negotiations Tab

Demand

or Offer Entry to the Negotiation Tab

Using the Settlement Calculator

Adding Employment History

Adding Employment History

Disabilities Tab: Adding Ailments

Disabilities Tab: Adding Ailments

Adding Damage Entries

Adding Damage Entries

Staff Training

#3

Training Material Link

Instructions and Video Link

Direct Video Link

23.

Claims Tab

Adding a New Claim to the Claims/Process Tab

Updating the Status of a Claim on the Claims/Process Tab

24.

Adding Ledger Entries

Adding Ledger Entries

25.

Intake/Update Questionnaires

Intake/Update Questionnaires

26.

EREtrieve

Download Case Files Using EREtrieve

Upload Documents to the ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

27.

Client Portal Setup & Use

Client Portal Setup & Use

28.

Client Package

Client Package

29.

Do Not Disturb Mode

Do Not Disturb Mode

30.

Using Sticky Notes

Using Sticky Notes

31.

Running Reports

Running Reports