Assure Disability’s Brief Tool Pro is online software that takes the work required to write a brief down to a minimum. Intuitive and issue spotting, Brief Tool Pro will suggest the best arguments available to your claimant and identify potential issues in their case. Arguments are disability and jurisdiction specific, so your client will have a brief tailored specifically to their case. From state agencies all the way to the Appeals Council, Brief Tool pro handles claims at any level of the administrative process.
The best part is, you’ve already done most of the work! By becoming an Atlasware Cloud user, Brief Tool Pro can scan your case files for relevant data points to start building your brief. As a result, you’ll see time savings in file reviews as well as brief writing.
In order to use the Brief Tool Pro, you must first have an exhibited file.
Request a brief by pressing the “Actions” then “Request Brief” next to the appropriate claimant’s name.
The brief wizard will launch and ask if you want to have Assure write the brief for you or you want to write the brief yourself.
Choose “I want to complete the brief myself.” You will then be able to enter the type of brief desired.
Accept the Terms and Conditions. You can also view and print a brief prep sheet here should you choose.
Answer all the questions and proceed through each step using the Brief Wizard and press “Continue”. It’s generally easiest to do this by pulling up your PDF exhibit file onto your desktop too.
Write a brief narrative and press “Continue.” This can also be done after the brief is completed. If you do not want to write the entire narrative straight away or want to come back, simply type “Summary” to go to the next screen.
Answer the remaining questions through step 7 and Press “Finish”
Choose whether you want to download the completed brief as a PDF or a word Doc.
You can complete the brief at one sitting or go back to it by saving and exiting it at any time. It will save your data as long as you click “Continue” at the end of each step.
Review and save your brief.
Edit Brief
After the brief has been initiated with the brief tool, it will be put into the “Briefs” page. To get to the Briefs page, click “Briefs” from the main menu.
If you initiate the brief wizard, start to write a brief and do not complete the brief within the brief tool, it will have an “accepted status”. You can go back into the wizard by clicking on the blue button and complete the brief at any time.
If you start the brief wizard and complete the brief within the wizard, you will have a chance to download the brief at the time you complete it, or you can go back and view/save the brief after you have exited the wizard by pressing the green button to download the completed brief as a PDF or Word document.
Load brief to the ERE:
After completing the brief and downloading to your chosen destination, you will need to go to the case details page:
Choose All Cases
Find your claimant’s name and click on it
It will go to the Case Detail’s Page.
Choose ERE uploads tab as indicated below .
Choose “Upload to ERE” button which will guide you to select the completed brief and upload accordingly.
You can browse for files or drag and drop your file
Choose the document type and the applicable radio buttons associated with that document type will open (pictured below)
It will then be listed with the other documents you have uploaded under “ERE Uploads” and “All Documents.”
NOTE: Briefs written by Assure or yourself, must be uploaded using the ERE Uploader shown in steps above in order to be listed in ERE Uploads and All Documents.