Case Plan - Issue-level plans

Overview: Page automatically identifies potential issues from your client's rating decisions and notification letters. You choose which ones to pursue and build case plans around them.

Selecting Issues

When you create a new issue-level case plan, Page will show you a list of all potential issues that exist for the client. You can select the ones you want to take to appeal.

You can also select issues from within the Conditions view. When you're reviewing evidence at a condition level, click the issues button to see all issues specific to that condition and decide which ones to pursue.

Custom Issues and New Claims

If you don't see the issue you're looking for, you can create a custom issue and name it whatever you want. There's also a new claim type, so if you're using Case Plan for new claims rather than appeals, you can do that too.