E-Training*: Updating the Status of a Claim on the Claims/Process tab.

This How-to covers creating Updating the Status of a Claim on the Claims/Process tab.

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

Instructions

Click on the appropriate claim from the left side of the screen.
Click ‘Add’.
From the Level drop down-list, choose the appropriate level.
1. Caution: By choosing the appropriate level, your list of choices for the next step will be filtered to include only those steps that belong to the chosen level.
Click on the appropriate step from the list.
Click ‘Next’.
In the next window, edit the date based on what your step represents.
1. Warning: It is extremely important to enter the date printed on the actual notice from the SSA, particularly in the case of a denial notice, since Prevail will automatically calculate your Statute of Limitations (SOL)/filing deadline date based on this entry date. Prevail will schedule statute warning tasks on your task list accordingly.
If the Responsible field is set to an ‘Employee Type’ or ‘Prompt for User’
1. You must double-click on the task and select one or more users from that list.
Enter any additional notes in the Notes field.
Click ‘Finish’.