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Viewing and Filtering Case Facts

Learn how to filter and view the summary facts for your case.

Updated over 5 months ago

Objective:

To effectively navigate and utilize the new Case Facts UI, including the Document View, Fact Timeline, and Tag View.

Key featuers:

  1. Document View:

    • Access the Case Facts UI and select the "Facts" tab.

    • Explore the new Document View to see all case facts related to individual documents.

    • Expand a fact to view additional information, tags, and options to edit, add comments, or delete.

    • Utilize inline comments and the ability to edit facts directly within the Document View.

    • Click "Show in Document" to view the associated PDF inline for seamless reference.

  2. Expand Rows:

    • Use the "Expand Rows" feature to view longer text within the UI for detailed information.

  3. Filters:

    • Locate and utilize the filters on the left side to sort and view facts based on document type.

    • Filter by document type to focus on specific categories such as claim history or jurisdictional documents.

    • Adjust the view settings to organize facts by document date or reverse order for optimal viewing.

  4. Timeline View:

    • Explore the Fact Timeline view to see facts sorted by the date of the event rather than the document received date.

    • Navigate through the timeline to track events and identify multiple events on the same day with document icons.

  5. Tag View:

    • Access the Tag View to see facts associated with specific tags generated from the most recent code sheet.

    • Review facts linked to tags like hypertension to understand the progression through the adjudication process and related medical records.

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