Page Comparison

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To view these steps through an instructional video, click the link below.

https://share.synthesia.io/77bbb4d3-9a12-46b7-b0b0-e7432c382c59 Video Link: Download Case Files Using Prevail's EREtrieve

EREtrieve allows Social Security Disability firms to download files from, and upload files to, the ERE site. You can also access your Appeals Council and OHO status reports through Prevail.

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Instructions

Option #1- Using the EREtrieve Download Documents Button on the EREtrieve Tab

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Click Administration > Process Builder.
Click on the appropriate process in the Processes section in the upper left of the window.
Click on the appropriate step in the Steps section in the lower left of the window.
Choose the desired option(s) from the ‘EREtrieve Request Options’ drop-down field on the right side of the window:
1. Prompt - When the step is completed on the Claims tab (or the task associated with the step is completed), the EREtrieve Download Request window will pop up, allowing you to select from the Exhibited, Unexhibited, Media, and/or OCR options.
2. Exhibited - When the step is completed on the Claims tab (or the task associated with the step is completed), a request for the Exhibit file will automatically be processed.
3. Unexhibited - When the step is completed on the Claims tab (or the task associated with the step is completed), a request for the Unexhibited documents will automatically be processed.
4. OCR - If you have selected the Exhibited and/or Unexhibited options from the drop-down menu, checking this box will add Optical Character Recognition to the request, making the documents text-searchable.
Click Save, and restart Prevail for the changes to take effect.

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