E-Training*: Adding a new claim to the Claims/Process Tab

This How-to covers creating a new claim on the Claims/Process tab.

To view an instructional video of this material, click the link below.

Video Link: Adding a new claim to the Claims/Process Tab

You can track an unlimited number of claims simultaneously on the Claims tab.

Since Social Security matters follow essentially the same path regardless of jurisdiction, Prevail has a built-in process for Social Security matters. We also provide a standard process for VA claims. For all other matters (e.g., Personal Injury, Workers’ Compensation, Bankruptcy), you’ll need to build the process(es) using the Process Builder.

Instructions

1. Click ‘Add’ on the left side of the screen.

   1. A new Process window will appear

2. In the Subject field, enter a description of the claim

   1. You can enter Claim 1, Claim 2 etc. or you may be specific in your description.

3. Choose the appropriate Process from the drop-down list.

4. Click ‘Save’

   1. The new claim now appears in the list of claims on the left side of the screen.

Related articles

Updating the Status of a Claim on the Claims/Process Tab, Adding an Auto-Fill Process to the Claims/Process Tab

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Video 38 - Update the Status of a Claim on the Claims/Process Tab

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Video 20 - Update the Status of a Claim on the Claims/Process Tab

Staff Training #2

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