This How-to will cover creating a new intake questionnaire template.
The purpose of the Intake Questionnaire is to lead staff members through a series of questions for the purpose of gathering pertinent information from a potential client, and to use that information to create a prospect matter in Prevail.
An Intake Questionnaire can’t be used within an existing matter. It can only be used to create a matter or prospect.
\uD83D\uDCD8 Instructions
Short, concise steps for users to follow. Consistency is key and less is more.
Click Administration > Questionnaire Setup.
Click ‘Add’ > Intake Questionnaire.
Enter a name for the questionnaire in the ‘Subject’ field.
Optional: Choose a category for the history entry that will have the completed questionnaire attached to it.
Enter additional details about the questionnaire in the Notes field.
These notes are only visible to administrative users who have access to the questionnaire setup.
Enter the script for the greeting in the Initial Question field.
Example: “Hello Mr. Mrs. ________ . I’ll need to ask you some questions to determine if we can assist you with your case.
Note: The initial question is hard-coded, and only allows you to capture the client’s full name, date of birth, and gender.
Click ‘Save’.
Use the drag and drop to add questions to your questionnaire. After adding the question to the Question List, you will enter the script for the question in the field under “ Settings” on the right side of the window. The three types of question in Prevail are Prompt, Law Type, and Contact.
Prompt: This is any question you want to add that does not have a data field in Prevail in which to save the answer. The types of Prompt questions are…
Question- Any question that you want to ask the prospect, where there is no data field in which to save the answer. This is best used for open-ended questions.
Script- Any information that you want to tell the prospect, but is not a question.
Pick-List- This is a multiple-choice question where you will use Selection-type prompts in conjunction with the Pick List prompts.
Selection- These are the answer choices for your Pick List-type prompts.
Finish- These are used at the end of the questionnaire to tell Prevail whether to create an open prospect, open matter, closed prospect, or closed matter. You may use this at any time where you do not wish to continue with the questionnaire.
Law Type: This is a question where there is a data field in which the answer can be saved.
In addition to Matter fields you will see the client contact type listed under the law type.
Optional: Double -clicking on the contact type will provide additional prompts for contact type
Caution: You MUST have a Set Law Type and Group Security prompt in an intake questionnaire.
Contact: This is a question in which you want to attach the answer to the mater tree in the matter or prospect to be created upon completion of the questionnaire.
To add a ‘Contacts’ prompt, double-click on Contacts and then the appropriate type of contact that you want to attach. Then drag the ‘Contact’ prompt underneath it to the Question List.
Note: Prevail has an initial question that displays when you start a questionnaire with a prospect, which includes prospect information fields. If you wish to gather additional information about the prospect, then you will need to add those questions to the Question List.
You have successfully completed setting up a New Intake Questionnaire.
For a detailed sample social Security intake questionnaire, with details of the types of prompts used, please refer to page 62 and 64 of the Prevail Version 9 Manual.
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