System Layout / Left-Side Navigation Tabs
- mike.doane
- Cyle Hunnel
Overview and Definition of System Tabs
The system view is entirely dependent on the user login determined by (1) the product offerings your firm has chosen to participate in, and (2) the login used to access the Assure portal.
Dashboard - Overview of all lines of business activity (i.e. hearings, briefs, leads, etc.)
Hearings - Filtered view identifying all private hearings your firm is covering and hearings your firm has requested coverage for an Assure network attorney.
Briefs - overview of all briefs Assure is completing for your firm. This does not include firm requests for the use of the brief tool, only complete briefs.
Medical Records - This is an overview of all medical records requested through the Assure network.
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.
Leads - Identifies the lead referral programs opened on Assure
Medicare Leads - View of all medicare leads within the system
SSI Leads - View and manage all your SSI leads within the Assure system
Document Repository - Viewable from the Admin login: An secure folder for documents to be uploaded to the Assure site. Helpful for contracts/PHI/PII etc. Assure members as well as others within the firm admin view can see these documents
My Attorneys - View of all attorney accounts created within the firm.
NOTE: This account type is reserved for attorneys who are Assure Network Attorneys that cover hearings on the Assure calendar.
My Case Managers - View of all case manager accounts created within the firm. This is the most robust user profile and is utilized for 99% of all users in a firm, to include attorneys, paralegals, case managers, admin. personnel- etc.