Client View

Overview: Learn how the Client Overview screen on Page helps you quickly understand everything about your client.

What Is the Client Overview?

• The Client Overview screen gives you a quick understanding of everything relevant about your client, including their personal information, military service, combined rating, and any conditions (open, pending, closed, potentially service-connected or not service-connected).
• The idea is that you can look at this and understand the client within 5 minutes.

Information Page Extracts

• Page automatically pulls out a range of fields, including:
  • Personal information:
    • Veteran legal name
    • Date of birth
    • Emergency contact
    • Phone number
    • Current address
    • Current dependents
    • Marital status
    • Email
    • Date of death
    • Social security number
    • VA file number
    • VA internal control number
    • Prior representation
    • Fee agreements
    • Level 7 or above RACC (exam request)
    • Total money compensation paid to veteran
    • Debt to VA
    • Competency issues
  • Military service details:
    • Branches
    • Latest rank
    • MOS
    • Discharge type
    • Active duty service dates
    • Foreign service
    • Combat zone deployments
    • Domestic duty stations
    • Other service time exposure
    • Boat logs
    • Education/trainings
    • Medals/Awards
    • Evidence of malingering

Concise and Detailed Views

• Each field has a concise, short version as well as a more detailed view with additional information.
• For example, for branches served, the detailed view will include information on each date range served.
• Page will show you all of your sources for the information.

Editing, Notes, and Case Plan

• All fields are fully editable in both the concise view and the detailed view.
• You can take notes on any field.
• You can also add any field into your Case Plan.

Search and Customization

• The Client Overview is searchable.
• You can customize which fields to hide from both the personal information and military service sections if you only want to include certain ones.
• Note: this customization applies to your entire organization.

Combined Rating History

• The Client Overview includes a section showing the combined rating history over time, as shown on the latest code sheet.
• You can see how ratings have evolved over time based on the conditions and when they were granted.

Conditions and Claims Status

• There is also a section showing all conditions and their claims status:
  • Open for appeal
  • Pending appeal
  • Closed, meaning not open for a standard appeal
• You can also see whether each condition is service-connected or not.