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Cases - Overview of claimants within the Assure system and location to upload and download case file information.
All Cases - 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 - 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.
Hearing Level - Hearing
All - View all cases that have appeared on the status report at the Hearing Level
Active - View of the current and most accurate representation of the firms status report at the hearing level.
No Hearing Scheduled - Filtered view of all cases prior to having a hearing scheduled.
Scheduled Hearing: This defaults to the current month, but can be adjusted by clicking the calendar to adjust the date range.
Post Hearing - Filter of all claimants who have had a hearing
Appeals Council - Status report of all claimants at the AC level
All - View all cases that have appeared on the status report at the AC Level
Active - View of the current and most accurate representation of the firms status report at the AC Level
State Agency - Cases for which files have been created & downloaded from lower levels
All - View all cases that have appeared on the status report at the State Agency Level
Active - View of the current and most accurate representation of the firms status report at the State Agency Level
Initial - View of the current State Agency cases at Initial level
Reconsideration - View of the current State Agency cases at Reconsideration level
Case Management Tools -
Case File Downloads - View of all case files downloaded from the ERE
File Uploads - View of all files uploaded to the ERE
Credential Manager - Area to add and update ERE credentials for attorney / representatives assigned to firm
Billing - Viewable when logged in as the Admin; includes current / past invoices and ability to manage payment options.
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