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A comprehensive training plan for staff members is listed in the Staff Training plan.

Premium Features Overview and Training

Training Material Link

Instructions and Video Link

Direct Video Link

eSignature **

**Training Information Coming Soon

Implementing and Using e-Signature in Prevail

/wiki/spaces/PKB/pages/1681063937

Implementing and Using e-Signature in Prevail

Prepare a Document for e-Signature

Client Portal

Client Portal Setup and Use

Client Facing Training for Prevail Client Portal

Client Portal Setup and Use

Client Facing Training for Prevail Client Portal

EREtrieve Training

Download Case Files Using EREtrieve

Upload Documents to ERE using EREtrieve

Accessing Appeals Council and OHO Status Reports Through EREtrieve

Reset Your EREtrieve Password

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

Insurance Branch Integration

Enabling Insurance Branch Integration

/wiki/spaces/PREV/pages/1642135553

Inbound Leads / Prospects

**Coming Soon

Medical Records**

**Coming Soon