Page Comparison

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For staff members unfamiliar with Prevail, consider the New User trackplan as it has additional material with you in mind.

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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

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net

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	Video Under ConstructionText 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

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