System Layout / Left-Side Navigation 

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Overview and Definition of System Tabs 

The system view is entirely dependent on the user login determined by (1) the product offerings your firm has chosen to participate in, and (2) the login used to access the Assure portal.   

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Cases - Overview of claimants within the Assure system and location to upload and download case file information.  

All Cases - This is an unfiltered view View of every case the firm has unlocked (entered the full SSN) since onboarding to the cloud system. These files will be retained for 7 years for HIPAA requirements.

Active Cases - This filtered view represents the View of the current and most accurate representation of the firms status report, which brings in each representative’s current cases each night automatically. 

NOTE: When claimants fall off the ERE system (typically 60 days after the hearing), they will fall off of this filter as well.

No Hearing Scheduled - Filtered view of all cases prior to having a hearing scheduled.

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Leads -  Identifies the lead referral programs opened on Assure

Medicare Leads -

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View of all medicare leads within the system

SSI Leads - View and manage all your SSI leads within the Assure system

Document Repository - Viewable from the Admin login: An secure folder for documents to be uploaded to the Assure site. Helpful for contracts/PHI/PII etc.  Assure members as well as others within the firm admin view can see these documents

My Attorneys - View of all attorney accounts created within the firm. 

NOTE: This account type is reserved for attorneys who are Assure Network Attorneys that cover hearings on the Assure calendar.

My Case Managers - View of all case manager accounts created within the firm. This is the most robust user profile and is utilized for 99% of all users in a firm, to include attorneys, paralegals, case managers, admin. personnel- etc.