Objective:
To effectively navigate and utilize the new Case Facts UI, including the Document View, Fact Timeline, and Tag View.
Key featuers:
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.
Click the Group by "Doc" in the upper right corner of the screen.
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.
Expand Rows:
Use the "Expand Rows" feature to view longer text within the UI for detailed information.
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.
Timeline View:
Click "Group by Date" to access the 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.
Tag View:
Click the "Group by Tag"
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.
