Staff Member Training

This material is structured for staff members who work within Prevail.

For staff members unfamiliar with Prevail, consider the New User plan as it has additional material with you in mind.

Specific information about Prevail Premium Features is listed in the Premium Features training.

Staff Training #3
	Training Material Link Instructions and Video Link	Direct Video Link
23.	Claims Tab	Adding a New Claim to the Claims/Process Tab Updating the Status of a Claim on the Claims/Process Tab
24.	Adding Ledger Entries	Adding Ledger Entries
25.	Intake/Update Questionnaires	Intake/Update Questionnaires
26.	EREtrieve	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
27.	Client Portal Setup & Use	Client Portal Setup & Use
28.	Client Package	Client Package
29.	Do Not Disturb Mode	Do Not Disturb Mode
30.	Using Sticky Notes	Using Sticky Notes
31.	Running Reports	Running Reports

Have specific training related questions? We’re glad to help. Contact us at training@prevail.net

Staff Training #1
	Training Material Link Instructions and Video Link	Direct Video Link
1.	User Settings	Modifying User Settings
2.	Help Dropdown	Accessing Help in Prevail
3.	Home Tab	The Prevail Home Tab
4.	Combined Search	Prevail Search Tool
5.	Power Search	Prevail Power Search
6.	Outlook Calendar Sync	Outlook Calendar Sync
7.	Calendar Informational	Calendar Informational
8.	Create and Delete Contacts in Prevail	Create and Delete Contacts in Prevail
9.	Text Messaging in Prevail	Text Messaging in Prevail
10.	Creating Matters from Contacts	Creating Matters from Contacts
11.	Add Other Contacts to Matter (Related Parties Tree)	Attaching Other Contacts to a Matter (Related Parties Tree)
12.	History Tab (Add, Delete, and Retrieve Entries)	History Tab (Add, Delete, and Retrieve Entries)
13.	Prevail Grid Layouts	Prevail Grid Layouts

Staff Training #2
Training Material Link Instructions and Video Link	Direct Video Link
Enable Desktop Outlook Email Add-In Attaching Outgoing Emails From Prevail Attaching Incoming Emails to Prevail	Enable Desktop Outlook Email Add-In Attaching Outgoing Emails From Prevail Attaching Incoming Emails to Prevail
Document Merge	Generating a Merge Document for a Matter
Using the Prevail Connector	Using the Prevail Connector Tool
Medical Tab Overview	Medical Tab Overview
Evidence Tab: Adding an Evidence Entry	Evidence Tab: Adding an Evidence Entry
Negotiations Tab	Demand or Offer Entry to the Negotiation Tab Using the Settlement Calculator
Adding Employment History	Adding Employment History
Disabilities Tab: Adding Ailments	Disabilities Tab: Adding Ailments
Adding Damage Entries	Adding Damage Entries

Staff Training #1