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LEARNING TO USETHE PREVAIL CASE MANAGEMENTSYSTEMVERSION 7 2013 Practice Technology, Inc.2311 Mount Vernon Street, Orlando, Florida 32803-4919Phone: (407) 228-4400Fax: (407) 228-4414www.prevail.netRevised: 9/23/2015
Table of ContentsVolume I: Using Prevail. 9Chapter 1: Getting Started . 9Basic Rules of Engagement . 12Matter . 12Rolodex . 13User. 14Task. 14Appointment . 14Attach . 14History . 15Merge Document. 15Ledger . 15Database . 15Report. 16How it’s supposed to work in the real world . 16Chapter 2: The Interface . 20Logging In. 20The Home Tab . 20The Upcoming Appointments Window . 21The Upcoming Tasks Window . 22Statute Warnings List . 22The Prevail Messages Window . 23Last Matter Tab . 23Navigating Between Matters. 23Searching for Matters and Rolodex Entries: The Combined Search Tool. 24Power Search . 26Recent Matters on the File Menu. 26“Go to Matter” Icon. 27i
Extras . 27Do Not Disturb. 27Grid Layout Control . 28Grid Options . 29Filtering Grid Entries . 29Saved Filters in History and Ledger. 30Sorting Grid Entries . 30Grouping Grid Entries . 31Printing Tabs . 31Viewing Notes (Detail) . 32Daily Backups of Your Prevail Data . 33Chapter 3: The Rolodex . 34Rolodex . 34Adding New Rolodex Entries . 34Avoiding and Consolidating Duplicate Rolodex Entries . 35Putting Sticky Notes on Rolodex Entries . 37Deleting a Rolodex Sticky Note . 38Chapter 4: Matters . 39Matters . 39The Matter Tab. 39Window Resizing. 40Related Parties: The Matter Tree . 40Attaching Rolodex Entries to an Existing Matter . 42Adding a new Rolodex entry on the fly . 43Detaching a Rolodex Entry from a Matter . 43Viewing Other Matters Related to a Rolodex Entry . 44Viewing Other Matters Related to the Client(s) . 45The Additional Information Window . 45Attaching Sticky Notes to Matters . 45Additional Matter Page Functions . 46Show Phone Address . 46ii
Changing Matter Status. 47Chapter 5: Creating a New Matter . 48New Prospect or New Matter (both are actually Matters) . 48Creating a new Matter or Prospect using the Questionnaire feature . 50Closing or Deleting Prospects or Matters . 51Chapter 6: Producing Documents . 53Merge Across Related. 55Merge Across Query . 56Chapter 7: The History Tab . 59Adding New History Records . 60The Prevail Connector . 62Cloning a Document From a History Entry . 64Viewing a History Entry . 65Printing History . 65Deleting a History Entry . 65Recovering Deleted History Entries. 65Changing Which Columns and Data are Displayed on the History Page . 65Sorting Records on the History Page . 66Grouping Records on the History Page . 66Filtering Records on the History Page . 67The Notes Page . 68Adding a Note to the Notes Page . 69The Photo Page. 69Attaching an image to the Photo Page. 69Taking a photo with a Webcam and attaching it as an Image . 69Chapter 8: Additional Tabs . 70Process (Claims) Tab. 70Starting a New Process (Claim) on the Process (Claims) Tab . 71Adding Steps from a Process (Claim) on the Process (Claims) Tab . 71Damages Tab . 72Adding Damages Entries . 73iii
Adding Payments to Damages Entries . 74Disabilities Tab . 74Adding Ailments to Disability Information . 75Employment (Work) Tab . 76Adding an Employment (Work) Entry . 76Events Tab. 78Evidence Tab . 79Adding an Evidence Entry . 79Evidence Tab Options . 80Ledger Tab . 80Adding a Ledger Entry. 81Medical Tab . 82Requesting the Initial Set of Records from a Medical Provider. 83Requesting an Updated Set of Records from a Medical Provider. 84Negotiation Tab . 85Adding Demands and Offers. 85Adding Liens. 86Strategy Tab . 87Trust Ledger Tab . 87Adding a Trust Ledger Entry . 88Chapter 9: The Calendar. 90Appointments vs. Tasks . 90Appointment . 90Task. 90The Events Tab and its relationship with the Calendar. 91Calendar Navigation . 91Calendar Views . 92Day View . 92Week View. 92Month View . 92Appointment List . 93iv
Task List . 93Creating Appointments . 93Modifying an Existing Appointment . 94Cancelling vs. Deleting an Appointment . 95Rescheduling an Appointment . 95Creating Tasks .
Revised: 9/23/2015 LEARNING TO USE THE PREVAIL CASE MANAGEMENT SYSTEM VERSION 7 2013 Practice Technology, Inc. 2311 Mount Vernon Street, Orlando, Florida 32803 .
