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Prevail 10 E-Training*: Prevail Medical Chronology Ordering

Prevail User Knowledge Base

Prevail 10 E-Training*: Prevail Medical Chronology Ordering

In this lesson, you will learn how to order a Medical Chronology within Prevail through Assure integration.

Video Link: Prevail Medical Record Ordering

Prevail Medical Chronology Ordering

Instructions

Step 1: Download the Case File

  1. Go to the Atlasware tab in Prevail.

  2. Click Atlasware Download Documents.

  3. If the Atlasware tab is not visible:

    • The integration may not be set up, or

    • You may not have permission to access it.
      Contact your Prevail administrator or Assure Support for assistance.

  4. Choose which file type to download:

    • Exhibited file, or

    • All Documents file.

  5. Click Submit Request.

  6. Wait until the status changes to Completed.

    • Once completed, the file is ready for use in your chronology request.

Step 2: Request the Medical Chronology

  1. Open the Medical tab.

  2. Click the Medical Chronology tab.

    • If you don’t see this tab, contact Assure Support to confirm your integration setup.

  3. Click Request Medical Chronology.

  4. In the pop-up window, review or complete the following fields:

    • Client: Auto-fills with the current claimant’s name.

    • Social Security Number: Auto-fills from the matter.

    • Exhibited/All: Select the file type that matches your downloaded file.

      • If the matching file isn’t available, you’ll receive an error message.

    • Main Impairment Type: Select Mixed, Mental, or Physical.

    • The fields for Primary Diagnosis, Secondary Diagnosis, Other Diagnosis, and External ID are optional.

  5. Click Submit to complete the request.

Step 3: View the Completed Chronology

  1. After submitting your request, an entry will appear on the Medical Chronology page.

  2. Once processing is finished, the chronology will be available under both:

    • The Medical Chronology tab, and

    • The History tab.

  3. Click the Attachment icon to download the Chronology PDF to your desktop.

  4. Open the PDF in a viewer such as Adobe Acrobat.

Step 4: Updated Casefile

  • Chronology automatically updates

  • The system will refresh your chronology when:

    1. The system detects an update during its automated checks

    2. You manually check for updates and new data is found

Support

If you encounter issues, contact Prevail Support: