Prevail User Knowledge Base

E-Training*: Prevail's Atlasware Integration

Owned by Dan Tripaldi
Last updated: Dec 20, 2024
2 min read

In this lesson, you will gain a thorough understanding of Prevail's Atlasware integration. You'll learn how to download case files from the ERE, upload documents to the ERE, and effectively use Atlasware alongside Prevail for seamless case management.

To view these steps through an instructional video, click the link below.

Video Link Prevail's Atlasware Integration

Instructions

1. Access the Atlasware Tab

Go to the Atlasware tab and click the Atlasware Upload Documents button.

2. Select the Document to Upload

A window will display, listing all Prevail entries (from History, Medical, Employment, Evidence, and Ledger tabs) within the matter that have an attached file. Double-click on the attachment you want to upload.

3. Complete the Required Fields

In the Selected Atlasware Documents section, complete the following fields:

  1. Select the Document Type

  2. Enter the Document Date

  3. Depending on the Document Type, there may be additional required fields.

  4. Add Notes if desired.

*** Note- If you initiate the download from Prevail, Atlasware will automatically input the SSN.***

4. Upload the Documents

  • Click Save once you have finished selecting documents and entering the required information.

  • Once ready, click the Upload Documents button. A confirmation window will display.

5. Tracking Number

After the document reaches the ERE site and a tracking number is obtained, the tracking number will appear in the ERE Details field for that document on the Atlasware tab. The tracking information will also be stored within Atlasware.

6. Choosing Between Prevail and Atlasware for Casefile Management

You can choose to manage your case files using either Prevail or Atlasware, depending on your preference. This integration streamlines workflows, automates processes, and ensures easy access to both Exhibited and All case files.

7. Atlasware’s Automatic SSN Entry

Whenever Atlasware detects a new event on your status report, it will automatically enter the Social Security Number (SSN) if it has not already been entered.

Here’s how it works:

  1. Atlasware will notify Prevail, which will send the claimant's SSN back to Atlasware.

  2. Using this information, Atlasware will enter the SSN and download the exhibited case file.

  3. Once the file is downloaded, Prevail will automatically pull the exhibited case file into the Matter and create a history entry, making the exhibited case file ready for download.

8. Examples of When This Process Occurs:

  1. A new client is added to your status report.

  2. A status change occurs for a client already on your status report.

9. Downloading the Exhibited Case File

Once the exhibited case file is downloaded in Atlasware:

  1. Prevail will automatically pull the file into the Matter.

  2. A history entry will be created in Prevail, where the file is now ready for download.

10. Uploading Documents via Atlasware

To upload documents using Atlasware:

  1. Upload the document within Atlasware.

  2. The information will be reflected in Prevail.

Once the document reaches the ERE site and a tracking number is assigned:

  1. The tracking number will appear in the ERE Details field for the document on the Atlasware tab.

  2. The tracking information will also be stored within Atlasware.

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