This article covers manually adding entries to the claimant’s employment history.
When you attach an employer to the claimant in the matter tree on the Matter tab, Prevail also automatically enters that employer's information on the Employment tab. During the attachment procedure, you have the opportunity to input employment information (such as dates of employment), or you can simply attach the employer, and return to the Employment tab later to add other details.
Instructions
Click ‘Add’ on the right side of the screen.
Click the paper clip button.
A Contact search window will appear.
Enter any character string from the employer’s name in the Search Criteria field.
Note: Sometimes, you may not know the specific employer's name. You may only know the occupation that your client has held at "various" places over the years.
If this situation applies, you'll still need to attach an employer to the client. Simply use Step 4 below to create or use an existing contact entry for an employer with the name "Unknown Employer"
Complete one of the following
If the employer appears in the list of results
Double-click on the employer’s entry to automatically attach the employer to the matter.
If the employer does not appear in the list of results
Click ‘New’ (a Contacts entry window will appear)
Enter the employer’s information in the Contacts window.
Click ‘Save’.
Return to the Contacts search window and the employer will display in the list of results.
Double-click on the employer’s name in the list of results.
Optional: Enter the appropriate information in the remaining fields.
Click ‘Save’.
Related articles
Creating a Contact
Training Plan for Prevail 6-9 Upgrade
Video 30 - Running an Intake/Update Questionnaires