Download Documentation

While not a substitute for formal user training, the documentation below can be a great resource for users looking for quick answers about specific Prevail functions. Just select the PDF for your Prevail version and you're on your way!

If you have questions about features that aren't represented here, please contact our training department at 407.228.4400, option 1, 2 or by email at .

V3 V4 V5 V6 V7 V8
User Manual
Adding Contact Types


Adding Users
Backing Up Prevail Data
Creating Letterhead in Microsoft Word
Creating Letterhead in WordPerfect


Deleting Contacts


Downloading Prevail Updates


Merge Across Related


Pack and Reindex


Reassign Employees


Scanning to Prevail


Upgading to Prevail 8


Client Installs

The Client is the Prevail program itself, which runs on each of your computers. It contains no local client data of any sort – it is just the program which allows you to access and manipulate data on the server. If you get a new computer, or just want to install Prevail on additional computers, there's no need to go searching for some old installation disks - you can quickly download and install everything you need right here!

Prevail 6

Prevail 5

Prevail 4.7

Prevail 3.9.2

Request Prevail Merge Forms

Prevail forms are available only to those Prevail users with a current technical support contract in place. If you would like to inquire about the status of your technical support contract, please call 407.228.4400, option 1, 1 or email our support team before submitting this form.

Please allow up to 5 business days to receive your forms.

Prevail Version?

Word Processor?

Merge Engine?

HA-4632 - Claimant's Medications (10-2012)HA-4631 - Claimant's Recent Medical Treatment (06-2010)HA-4633 - Claimant's Work Background (11-2014)HA-1151 - Medical Source Statement of Ability to do Work-Related Activities (Physical) (04-2009)HA-1152 - Medical Source Statement of Ability to do Work-Related Activities (Mental) (04-2009) *CURRENTLY AVAILABLE IN WORD ONLY*HA-539 - Notice Regarding Substitution of Party Upon Death of Claimant (12-2015) *CURRENTLY AVAILABLE IN WORD ONLY*HA-501 - Request for Hearing by Administrative Law Judge (1-2015)HA-520 - Request for Review of Hearing Decision Order (01-2016) *CURRENTLY AVAILABLE IN WORD ONLY*HA-510 - Waiver of Written Notice of Hearing (10-2004)ALJ Bench Decision Checksheet - Print VersionSSA-16 - Application for Disability Insurance Benefits (03/2017) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-8001 - Application for Supplemental Security Income (07-2015) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-1696 - Appointment of Representative (03-2018)SSA-827 - Authorization to Disclose Information to the SSA (11-2012)SSA-827 - Authorization to Disclose Information to the SSA (Includes Instructions Page) (11-2012)SSA-3288 - Consent for Release of Information (11-2016)SSA-3441 - Disability Report - Appeal (04-2018) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-3373 - Function Report - Adult (10-2015)SSA-3380 - Function Report - Adult - Third Party (12-2015) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-1695 - Identifying Information for Possible Direct Payment of Authorized Fees (07-2013)SSA-3381 - Medical and Job Worksheet - Adult (12-2009)SSA-1560 - Petition to Obtain Approval of a Fee for Representing a Claimant Before the SSA (10-2017)SSA-3881 - Questionnaire for Children Claiming SSI Benefits (2-2015) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-561 - Request for Reconsideration (12-2016) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-789 - Request for Reconsideration - Disability Cessation (04-2016) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-61 - Request for Review by a Federal Reviewing Official (08-2006)SSA-7004 - Request for Social Security Statement (04-2013) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-632 - Request for Waiver of Overpayment Recovery or Change in Repayment Amount (08-2014) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-521 - Request for Withdrawal of Application (10-2015) *CURRENTLY AVAILABLE IN WORD ONLY*SSA-795 - Statement of Claimant or Other Person (09-2015)SSA-821 - Work Activity Report - Employee (04-2012)SSA-3369 - Work History Report (04-2014)SSA-546 - Workers' Compensation/Public Disability Benefit Questionnaire (02-2012) *CURRENTLY AVAILABLE IN WORD ONLY*VA9 - Appeal to Board of Veterans' Appeals (7-2015)VA10-8678 - Application for Annual Clothing Allowance (06-2015)VA21-0966 - Intent to File A Claim For Compensation, Pension, or Survivors Pension, or DIC (08-2018) *CURRENTLY AVAILABLE IN WORD ONLY*VA21P-530 - Application for Burial Benefits (Under 38 U.S.C., Chapter 23) (04-2017)VA21-535 - Application for Dependency and Indemnity Compensation by Parent(s) (Including Accrued Benefits and Death Compensation when Applicable) (06-2014)VA21-534 - Application for Dependency and Indemnity Compensation, Death Pension and Accrued Benefits by a Surviving Spouse or Child (Including Death Compensation if Applicable) (06-2014)VA21-526EZ - Application for Disability Compensation and Related Compensation Benefits (02-2016) *CURRENTLY AVAILABLE IN WORD ONLY*VA21-22A - Appointment of Individual as Claimant's Representative (08-2015)VA21-4142 - Authorization to Disclose Information to the Department of Veterans Affairs (03-2018)VA0857d - Administrative Closure of Accommodation Request (11-2013)VA21-0845 - Authorization to Disclose Personal Information to a Third Party (09-2016) *CURRENTLY AVAILABLE IN WORD ONLY*VA - Centralized Intake Coversheet (01-2017) *CURRENTLY AVAILABLE IN WORD ONLYVA40-1330M - Claim for Government Medallion for Placement in a Private Cemetery (12-2017) *CURRENTLY AVAILABLE IN WORD ONLYVA40-1330 - Claim for Standard Government Headstone or Marker for Placement in a Private Cemetery or a State Veterans' Cemetery (12-2017) *CURRENTLY AVAILABLE IN WORD ONLYVA21-686c - Declaration of Status of Dependents (06-2014)VA21-2680 - Examination for Housebound Status or Permanent Need for Regular Aid and Attendance (05-2015)VA10-5345a - Individuals' Request For A Copy Of Their Own Health Information (06-2017) *CURRENTLY AVAILABLE IN WORD ONLYVA21-0958 - Notice of Disagreement (09-2015) *CURRENTLY AVAILABLE IN WORD ONLY*VA10-5345 - Request for and Authorization to Release Medical Records or Health Information (12-2017)VA3288 - Request for and Consent to Release of Information from Individual's Records (10-1995)VA674 - Request for Approval of School Attendance (04-2015)VA21-4192 - Request for Employment Information in Connection with Claim for Disability Benefits (07-2015)VA180 - Request Pertaining to Military Records (11-2015) *CURRENTLY AVAILABLE IN WORD ONLY*VA21-4138 - Statement in Support of Claim (01-2015)VA21-0781 - Statement in Support of Claim for Service Connection for Post-Traumatic Stress Disorder (PTSD) (08-2014) *CURRENTLY AVAILABLE IN WORD ONLY*VA21-0781a - Statement in Support of Claim for Service Connection for Post-Traumatic Stress Disorder (PTSD) Secondary to Personal Assault (08-2014) *CURRENTLY AVAILABLE IN WORD ONLY*VA21-526 - Veterans Application for Compensation and/or Pension (11-2014) *CURRENTLY AVAILABLE IN WORD ONLY*VA21-8940 - Veterans Application for Increased Compensation Based on Unemployability (02-2016)VA21-526b - Veterans Application for Compensation and/or Pension (11-2014)

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.