This lesson covers uploading documents to the Social Security Administration’s ERE site through the EREtrieve tab in Prevail.
To view these steps through an instructional video, click the link below.
Video Link: Upload to ERE using EREtrieve
Instructions
Warning: Before initiating your first EREtrieve request in a particular matter, ensure that the proper ‘ERE User’ has been selected from the drop-down field on the Matter tab. If the firm has only one ERE User, that user’s name will be selected by default.
Go to the EREtrieve tab.
Click the ‘EREtrieve Upload Documents’ button. A window will display, listing all Prevail entries (from the History, Medical, Employment, Evidence, and Ledger tabs) within that matter, that have a file attached to them.
Note: If an entry has more than one file attached to it, that entry will be listed multiple times, once for each file that is attached, so that you can select individual attachments to upload.
Double-click on the attachment that you want to upload.
At the bottom, in the Selected ERE Documents section, complete the required fields:
Upload Method:
Electronic Claim Folder. Use this method if you are sure that the claimant has an Electronic Claim Folder on ERE.
RQID (Barcode). Use this method if the claimant does not have an Electronic Claim Folder at the ERE (such as for claimants whose claims are pending at the Initial or Recon level). If you choose the RQID (Bar Code) method, additional fields for the Site ID, Request ID (Bar Code), RF, and DR information will display.
Select the Document Type, and enter the Document Date. Depending on the Document Type, there may also be other required fields.
Enter Notes if desired.
Click Save.
If you have additional documents to upload for this matter, repeat Steps #5-6 above for each document.
When finished selecting documents, and inputting the required information for them, click the ‘Upload Documents’ button. A confirmation window will display.
Note: After the document has reached the ERE site, and a tracking number obtained, the tracking number will display in the ERE Details field for that document on the EREtrieve tab.
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