How to access client's case file (Input SSN)

In order to access a client’s case file to download and upload files from/to the ERE, the first 5 of the SSN must be input into the Assure system. The last 4 of the SSN is automatically brought in with the status report associated with the ERE credentials in the account, therefore the first 5 must be completed by the user.

Instructions

1. To update the first 5 of the SSN, there are 2 methods (a) and (b)

   1. Go to the All Cases screen and search for the claimants name

   2. Click “Actions” to the right of the name

      1. Click “Update SSN”

         

      2. Enter the correct SSN in the spaces provided  

         

      3. Click “Save SSN”  

      4. This will automatically save and encrypt the SSN

      5. SSN will not need to be entered again, for the life of the file

         

   3. Go to the All Cases screen and search for the claimants name.

      1. Click the pencil next to the last 4 of the SSN

         

         ii. Enter the SSN in the space provided and click the green check mark

         1. This will automatically save and encrypt the SSN.

         2. SSN will not need to be entered again, for the life of the file

            

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Incorrect SSN Error

1. Incorrect SSN Error - (First 5 of SSN)

Background/Message: When the automatic system scheduler tries to pull files and customer receives an error for an incorrect SSN or if you entered it incorrectly and need to change it.  

NOTE: The last 4 of the SSN is pulled from the ERE onto the status report.

Resolution:  Click one of the hyperlinked names in the message- the link will take you to the case details screen for that individual. If the SSN was in fact entered incorrect, you can correct it by doing the following:

1. Go to the All Cases screen

2. Find the claimant’s name

3. Click “Actions” to the right of the name

4. Click “Update SSN”- Enter the correct SSN in the spaces provided

5. Click “Save SSN”  

If you need to manually pull the case file again after you have updated the SSN, do the following:

1. Go to the cases screen.

2. Find the claimant’s name

3. Choose “Actions”

4. Choose “Manage Case files”

5. Press “Check for ERE case file updates” - which is a button on the bottom of the pop up.

6. This will go out and check for new exhibits for this file and automatically download them if there are new exhibits in the file.