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Note: The following instructions apply for both a Standard and an Auto-Fill Process.

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

Video Link: Incorporating EREtrieve into the Prevail Process

  1. Click Administration > Process Builder.

  2. Click on the appropriate process in the Processes section in the upper left of the window.

  3. Click on the appropriate step in the Steps section in the lower left of the window.

  4. Choose the desired options from the EREtrieve Request Options drop-down field on the right side of the window:

    1. Prompt - When the step is added to the Claims tab, the EREtrieve Download Request window will pop up, allowing you to select from one of several options. The Exhibited file, Unexhibited, and, or OCR options.

    2. Exhibited - When the step is added to the Claims tab, a request for the Exhibited file will automatically be processed.

    3. Unexhibited - When the step is added to the Claims tab, a request for the Unexhibited documents will automatically be processed.

    4. OCR - If you have selected the Exhibited and/or Unexhibited options from the drop-down menu, checking this box will add Optical Character Recognition to the request, making the documents text-searchable.

  5. Click Save.

Training

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Plan for Prevail 6-9 Upgrade

Video 42 - Set Up Your Dashboard47 - Report Designer