Premium Features Overview and Training

This material is meant for members seeking training on Prevail’s premium features

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 **	Implementing and Using e-Signature in Prevail Prepare a Document for e-Signature	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
Insurance Branch Integration	Enabling Insurance Branch Integration MA Lead Required Information
Inbound Leads / Prospects	**Coming Soon
Medical Records**	**Coming Soon

Prevail Knowledge Base