Legal Professional Training Topics PDF

Legal Professional Training Topics Table of Contents Firm Goals for 2024.......................................................................Error! Bookmark not defined. Core Values....................................................................................Error! Bookmark not defined. Clie...

Legal Professional Training Topics Table of Contents Firm Goals for 2024.......................................................................Error! Bookmark not defined. Core Values....................................................................................Error! Bookmark not defined. Client Bill of Rights.......................................................................Error! Bookmark not defined. Objectives......................................................................................Error! Bookmark not defined. Department Goals for 2024............................................................Error! Bookmark not defined. Legal Professionals....................................................................Error! Bookmark not defined. Personal Injury Duties/Responsibilities.........................................Error! Bookmark not defined. Legal Professional Job Description............................................Error! Bookmark not defined. Duties and Responsibilities:...................................................Error! Bookmark not defined. Case Manager Job Description...................................................Error! Bookmark not defined. Duties & Responsibilities:......................................................Error! Bookmark not defined. Paralegal Job Description...........................................................Error! Bookmark not defined. Duties & Responsibilities:......................................................Error! Bookmark not defined. Attorney Job Description...........................................................Error! Bookmark not defined. Duties & Responsibilities:......................................................Error! Bookmark not defined. Case Life Cycle..............................................................................Error! Bookmark not defined. Getting Familiar with Prevail.........................................................Error! Bookmark not defined. The 6 Main Tabs That are Used in Prevail....................................Error! Bookmark not defined. Home Tab...................................................................................Error! Bookmark not defined. Matter Tab..................................................................................Error! Bookmark not defined. Attaching Contacts to a Matter...............................................Error! Bookmark not defined. Detaching a Contact from a Matter........................................Error! Bookmark not defined. History Tab.................................................................................Error! Bookmark not defined. Adding History Entries...........................................................Error! Bookmark not defined. Events Tab..................................................................................Error! Bookmark not defined. Medical Tab................................................................................Error! Bookmark not defined. How your Medical tabs should look.......................................Error! Bookmark not defined. Requesting the Initial Set of Records from a Medical Provider........... Error! Bookmark not defined. Requesting an Updated Set of Records from a Medical Provider........ Error! Bookmark not defined. Photo Tab...................................................................................Error! Bookmark not defined. Attaching a Photo...................................................................Error! Bookmark not defined. Motor Vehicle Accident Cases......................................................Error! Bookmark not defined. What to do when you receive a new case:.................................Error! Bookmark not defined. Premise Cases................................................................................Error! Bookmark not defined. What to do when you receive a new case:.................................Error! Bookmark not defined. Serious Injury.................................................................................Error! Bookmark not defined. What to do when you receive a new case:.................................Error! Bookmark not defined. Obtaining the Police Report:......................................................Error! Bookmark not defined. How to Create a Buy Crash Account.........................................Error! Bookmark not defined. Check Request...............................................................................Error! Bookmark not defined. Invoices..........................................................................................Error! Bookmark not defined. Adding to the Tree in Prevail.........................................................Error! Bookmark not defined. Setting Up Claims..........................................................................Error! Bookmark not defined. Letters of Representation...............................................................Error! Bookmark not defined. Letters:....................................................................................Error! Bookmark not defined. Requesting Medical Bills and Records..........................................Error! Bookmark not defined. What Medicals to Request/Expect from Providers....................Error! Bookmark not defined. To find a client’s digitally signed HIPAA..............................Error! Bookmark not defined. Finding the Wet HIPPA Signature.........................................Error! Bookmark not defined. Adding the date to a HIPPA...................................................Error! Bookmark not defined. ChartSwap:.................................................................................Error! Bookmark not defined. Quick Steps: ChartSwap.........................................................Error! Bookmark not defined. Home Screen...........................................................................Error! Bookmark not defined. Make a New Request..............................................................Error! Bookmark not defined. American Health Imaging..........................................................Error! Bookmark not defined. Medicare.....................................................................................Error! Bookmark not defined. Medicopy/Box............................................................................Error! Bookmark not defined. MRO...........................................................................................Error! Bookmark not defined. Sharefile.....................................................................................Error! Bookmark not defined. Following Up.................................................................................Error! Bookmark not defined. HIPPA Violation Notice.........................................................Error! Bookmark not defined. Complaint to Medical Licensing Board..................................Error! Bookmark not defined. Checking Request Status (Chartswap)...................................Error! Bookmark not defined. Retrieving Medical Records and Billing........................................Error! Bookmark not defined. Preparing a Demand.......................................................................Error! Bookmark not defined. Redacting Medical Bills.............................................................Error! Bookmark not defined. How to mail a letter: (On-Site Atlanta)..........................................Error! Bookmark not defined. Regular Mail Request:................................................................Error! Bookmark not defined. Certified Mail Request (E-Certify):...........................................Error! Bookmark not defined. UPS (Worldwide Express).........................................................Error! Bookmark not defined. How to mail a letter: (Remote)......................................................Error! Bookmark not defined. Regular Mail Request:................................................................Error! Bookmark not defined. Certified Mail Request:..............................................................Error! Bookmark not defined. How to send a fax..........................................................................Error! Bookmark not defined. How to text a client........................................................................Error! Bookmark not defined. How to set your Vonage to Do Not Disturb..................................Error! Bookmark not defined. Attaching Emails to Prevail...........................................................Error! Bookmark not defined. Leaving Reviews via Broadly........................................................Error! Bookmark not defined. Account Setup:.......................................................................Error! Bookmark not defined. How to send a review request via Broadly.............................Error! Bookmark not defined. Checking Reviews..................................................................Error! Bookmark not defined. Time Management:........................................................................Error! Bookmark not defined. Tasks:.........................................................................................Error! Bookmark not defined. Creating a Task:......................................................................Error! Bookmark not defined. Completing a Task:.................................................................Error! Bookmark not defined. How to monitor call counts:.......................................................Error! Bookmark not defined. How to check your cases:...........................................................Error! Bookmark not defined. How to check your tasks lists:....................................................Error! Bookmark not defined. Outlook Shortcuts..........................................................................Error! Bookmark not defined. Rules...........................................................................................Error! Bookmark not defined. Quick Steps................................................................................Error! Bookmark not defined. Microsoft Authenticator App.........................................................Error! Bookmark not defined. Connecting One Monitor to the VDI (ONLY if you have two or more monitors)................ Error! Bookmark not defined. IT Support Requests.......................................................................Error! Bookmark not defined. How to request flash drives............................................................Error! Bookmark not defined. Time Management:........................................................................Error! Bookmark not defined. Outlook Shortcuts..........................................................................Error! Bookmark not defined. Rules...........................................................................................Error! Bookmark not defined. Quick Steps................................................................................Error! Bookmark not defined. Additional Letters:.........................................................................Error! Bookmark not defined. Glossary of Terms..........................................................................Error! Bookmark not defined. State Abbreviation List..................................................................Error! Bookmark not defined. Prevail Basic Terminology............................................................Error! Bookmark not defined. Tabs............................................................................................Error! Bookmark not defined.