User Instructions

Provider User Instructions
Provider User Instructions Word PDF
Send Individual Response
Word
PDF
Send Grouped Response
Word
PDF
Send CE Report
Word
PDF
Review / Submit Prepared Requests
Word
PDF
Prepare Report for Provider
Word
PDF
Send CE Scanned Signature
Word
PDF
Send CE No Show Response
Word
PDF
Access Electronic Requests
Word
PDF
Access Provider's Electronic Requests
Word
PDF
Secure Messaging
Word
PDF
Track Status of Submissions
Word
PDF
Teacher Questionnaire
Word
PDF
Representative User Instructions
Representative User Instructions Word PDF
Representative Guide - Send Individual Response
Word
PDF
Representative Guide - Contact OHO Office
Word
PDF
Representative Guide - Track Status of Submissions
Word
PDF

FAQ

Frequently Asked Questions

General Questions

Which Internet browsers are compatible with ERE website? Which Internet browsers are compatible with ERE website?

We must comply with Social Security Administration requirements and Section 508 of the Rehabilitation Act standards. Because we must follow those standards, we cannot guarantee that the Electronic Records Express website will be compatible with all internet browsers. We tested the Electronic Records Express website with commonly used browsers such as Internet Explorer for Windows, Firefox for Windows and Mac, Safari for Windows and Mac, and Chrome for Windows and Mac. To get the best results, we highly recommend that your browser have JavaScript enabled in your browsers preferences.

If you are experiencing technical difficulties, you should first check the security or preference settings for your browser. If further assistance is needed, please call the Social Security Electronic Records Express Help Desk at 1-866-691-3061.

Which file formats are acceptable to upload through the Electronic Records Express website? Which file formats are acceptable to upload through the Electronic Records Express website?

Depending on which service you are using, the Electronic Records Express website will accept at least one of the following file formats: .doc, .wpd, .zip, .jpg, .bmp, .txt, .xls, .pdf, .tiff, .tif, .docx, .rtf, and .xlsx

Is there a maximum file size that can be sent through the ERE website? Is there a maximum file size that can be sent through the ERE website?

Yes. The total file size of both individual and group submissions cannot exceed 50 megabytes. (i.e., The aggregate size for all files in any one upload sessions may not exceed 50MB.)

How often do I need to change my password? How often do I need to change my password?

You will be prompted to change your password once every 90 days.

How can I have my password reset if I cant remember it or if I get locked out? How can I have my password reset if I cant remember it or if I get locked out?

You may contact the Social Security Electronic Records Express Help Desk at 1-866-691-3061 or send them an email at electronic-records-express@ssa.gov. You may also contact your Professional Relations Officer or your local hearing office for assistance.

Why am I locked out after I have changed my password? Why am I locked out after I have changed my password?

Some internet browsers provide an option for you to save your password for future access. If you saved your password through your browser, the browser will continue to use the expired password when you log into the Electronic Records Express website. We do not recommend that you store your password on your browser because the compromise of these passwords is more possible than when they are not stored.

Where can I find instructions for sending a document using the ERE website? Where can I find instructions for sending a document using the ERE website?

Online instructions are available by clicking on the "User Instructions" tab in this window. Additional written instructions are available on Electronic Records Express page(www.ssa.gov/ere available on www.socialsecurity.gov). To learn about using the securewebsite, please view the Secure website interactive demonstration - a full-featured exploration of Social Securitys Electronic Records Express secure website. We recommend you explore the site with the help of your Professional Relations Officer or your local hearing office.

Whom do I notify if I have problems trying to upload a file? Whom do I notify if I have problems trying to upload a file?

If you received an error message while uploading a file, we recommend that you save a screenshot and email it along with our contact information to our help mailbox EETechSupport@ssa.gov. Please DO NOT include Social Security numbers in your email.

Will I be notified if the ERE website will be unavailable? Will I be notified if the ERE website will be unavailable?

Alerts about ERE system availability will be posted directly to the ERE home page. You may also subscribe to alerts via Social Security Online by clicking on the Receive ERE Systems Alerts Via Email link on the ERE home page.

I uploaded a file into the eFolder and received tracking information. I was later contacted and informed that the document had not been received. What happened? I uploaded a file into the eFolder and received tracking information. I was later contacted and informed that the document had not been received. What happened?

The tracking information screen verifies that the file(s) was successfully uploaded to the Social Security web server. However, after the file is uploaded, it must go through a virus scan and a file conversion process (converted to a Tagged Image Format (TIF) file in order to conform to our storage format). Occasionally, an uploaded file will not process, and we will contact you and ask that you upload the file again.

Are the web options secure? Are the web options secure?

The website supports SSL (Secure Sockets Layer) / TLS (Transport Layer Security) encryption to protect records submitted from your PC to Social Security and the Disability Determination Services. Your account is protected by your confidential user ID and password combination.

Is there a time limit for using the Electronic Records Express Website? Is there a time limit for using the Electronic Records Express Website?

After 25 minutes of website inactivity, you will be asked to indicate that you want to continue using the website. If you do not respond within 5 minutes, you will be logged off the Electronic Records Express Website. All users are logged out of the website 2 hours after logging in. If you want to continue using the website and have been logged out, you will need to go to the login page and reenter your User ID and Password.

Medical Providers

Can I amend my reports? Can I amend my reports?

You may choose to amend your reports by sending new information; however, the original reports you sent will remain part of the electronic file. If you sent a file in error, please contact the office where you sent the file to have it removed.

How will I know the applicant is giving informed consent to have their records sent electronically? How will I know the applicant is giving informed consent to have their records sent electronically?

Social Security complies with all laws and regulations regarding release of medical and school records. Form SSA-827 "Authorization to Disclose Information to the Social Security Administration," which accompanies every request for health and school records from Social Security, contains language that specifically permits electronic processing.

How do I request payment for responding to a request for medical records? How do I request payment for responding to a request for medical records?

If you are unsure of the process to request payment for providing medical records, please contact the specific office that sent you the request. Use this link Professional Relations Officer if you would like contact information for a State Disability Determination Service or this link local hearing office to obtain contact information for a hearing office.

Representatives

Can I send information to the State Disability Determination Service (DDS)? Can I send information to the State Disability Determination Service (DDS)?

You must contact the DDS to obtain a DDS barcode before sending any information to DDS.

Can I upload documents to the Office of Disability Adjudication and Review (OHO) office? Can I upload documents to the Office of Disability Adjudication and Review (OHO) office?

If you are a representative with eFolder access, you no longer need a barcode from the hearing office to upload documents. You can upload documents directly while accessing your client´┐Żs eFolder. If you do not have eFolder access, you must have a barcode from the OHO office before sending documents via the ERE website.

How do I get access to my claimant's electronic folder? How do I get access to my claimant's electronic folder?

If you are an appointed representative who has claims pending at the Hearing or Appeals Council levels and you want to enroll for online access to your clients eFolders, please contact a hearing office and ask them to place you on the list of representatives who would like to receive an invitation to enroll.

How do I request a fee for representing Social Security claimants? How do I request a fee for representing Social Security claimants?

General information for claimant representatives can be found at http://www.ssa.gov/representation. You can also contact Social Security by telephone, 1-800-772-1213 or the toll-free TTY number, 1-800-325-0778, between 7 a.m. and 7 p.m. Monday through Friday.

Help Desk

Help Desk

Help Desk Phone:  1-866-691-3061

Help Desk email:  EETechSupport@ssa.gov

The help desk hours:  Monday - Friday 7:00 AM - 7:00 PM Eastern Time (ET).

PWD

Electronic Records Express (ERE) Tips for People with Disabilities

  1. Important text information appears after headings on the page. Please take the time to read this information.
  2. When you Sign Out of this application, for your security, please log out and close all Internet windows.
  3. If you are an account manager, please note that there are two buttons after the confirmation message for account updates and password reset. The buttons are "Yes [take action]" and "Cancel [No]."
  4. Username and password contain important information after the textbox. This password must be 8-29 characters and contain at least: one uppercase letter (A-Z), one lowercase letter (a-z), one number (0-9), one symbol (For example: !@#$%^&*)
  5. Instructional text follows the heading 'Attach and Upload Files':
    • A maximum of 10 files can be added and all files must total less than 50 MB.
    • File types accepted: .wpd, .doc, .docx, .jpg, .bmp, .txt, .xls, .xlsx, .pdf, .rtf, .tiff, .tif.
    • Please do not upload password-protected files because they cannot be processed.
  6. Holding down the Ctrl key will give the sighted user all the available hot keys on the current page.
  7. When a file is deleted from the list of attached files, the program will return to the Attach and Upload Files section header. The user should tab to review the files in this section.

Close this window to return to the application.