Prevail User Knowledge Base
Prevail 10 E-Training*: Damages Tab
The damages tab allows you to track specific damages in the matter. You can also use this tab to track any payments made toward the damages listed.
Video Link: Prevail 10 E-Training*: Damages Tab
Part 1: Adding Damages
Click ‘Add’.
Fill out the fields described below:
Field | Field Description/Instructions | Example/Notes |
|---|---|---|
Subject | Enter a brief description of the bill/damage. | InpaMRI, CT Scan |
Type | Select the damage type. | Medical Bill This dropdown and others in this section can be customized through the databank. See Prevail 10 E-Training: Databank for more info. |
Client | Use the dropdown to select a specific client associated with this damage. | Defaults to ‘All Clients’ and only needs adjusting if necessary. |
Provider | Click Attach, search for the provider associated with the damage, then double-click or click ‘Attach’. | If they are not in your system, click New Contact, add info, then click Save and Attach. |
Account Number | Type an account number in this field. | ACCT123456 |
From Date | Type the date the client started seeing this provider. | 01/15/2024 |
To Date | Type the date the client's treatment ended (if applicable). | 02/28/2024 |
Due Date | Select the date payment is due for this damage, if applicable. | 03/15/2024 |
Amount | Enter a dollar amount associated with this damage. | $2,450.00 |
Reconciled | Check this box if the amount entered has already been paid. |
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If you do not want to add a payment entry towards this damage, click save.
If you do want to add a payment entry towards this damage, continue to part 2.
Part 2: Payments
Within each damage entry, you can add payments to keep track of any monetary progress that has been made towards the specific damage.
From the damage entry to which you are applying the payment, in the Payments section, click 'Add'
Fill out the following fields:
Field | Field Description/Instructions | Example/Notes |
|---|---|---|
Subject | Description for the payment. | Partial payment for ER bill |
Amount | Amount applying towards the damage. | $500.00 |
Payor | The person making the payment. Click Attach, search for the contact pertaining to this payment. | If they are not in your system, click New Contact, add info, then click Save and Attach. |
Account Number | Enter the account number for the payor associated with the payment. | ACCT987654 |
Type | Select the type for the payment. | "Insurance", "Out-of-Pocket", "Reimbursement" This dropdown is customizable through the databank. See Prevail 10 E-Training: Databank for more info. |
Payment Date | Select the date of the payment. | 06/25/2025 |
Reconciled | Check this box if this damage has been paid in full. |
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Notes | Use this textbox to type any notes you would like to attach to this entry. |
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Part 3: General Information
At the bottom of each section, Prevail will keep a running total of the damage payments applied
Damage section (top):
Left: Total amount of damage for the matter
Right: Total amount after payments have been applied
Payment section (bottom):
Shows the total amount client has paid for all damages
You may return to an existing damage entry at any time to apply a payment:
Simply double-click on an existing damage entry
Click Add, and follow the steps in Part 2 above.
Delete: Click on the entry, click delete
Note: This cannot be undone
View: Click on the entry, click view. This will open the entry
Print: Prints the section as shown on the screen
Options: Use this dropdown to specify what information you want to view on the grid