Review notification types

Choose notification types on each manual follow or follow rule; Chronicle emails you when a selected event occurs on a client you follow.

How notifications work

A follow puts a client on your radar, and the notification types attached to that follow determine which activity sends email. You can follow a client manually from the client page or let a profile follow rule follow matching clients automatically.

The Activity Feed contains more activity than notifications. Notifications are the selected subset of events that Chronicle emails.

When more than one follow rule matches a client, the first matching rule owns the follow and its notification settings. A manual follow overrides a rule.

Decisions

Select Decisions when you want an email after a determination is issued for a case level.

Decision outcomes include Favorable, Unfavorable, Dismissal, and Remand. A decision email identifies the affected case level and can include separate Title II and Title 16 decisions for concurrent cases.

Milestones

Select Milestones to receive emails when a case level opens, closes, or is dropped.

Action	What it means
Opened	A new case level opened or a previously closed level reopened.
Closed	A case level closed.
Dropped	A case was dropped at that level.

Status of Case

Select Status of Case to receive an email when the SSA status changes within a case level without the level opening, closing, or receiving a decision.

The email shows the previous and new status values.

Hearings & CEs

Select Hearings & CEs to receive emails about hearing and consultative-exam events.

Action	What it means
Scheduled	A hearing or CE was added to the calendar for the first time.
Updated	Information about the event changed without moving its date or time.
Rescheduled	The event date or time moved.
Cancelled	The event was called off.
Experts changed	A medical or vocational expert was added, removed, or replaced.
Missed CE	The claimant did not attend a consultative exam.
Attendance declined	The claimant reported that they cannot attend.

Documents

Select Documents to receive emails when a document is added to the client file or an existing document receives an exhibit number.

Action	What it means
Added	A new document appeared in the client file.
Exhibited	SSA assigned an exhibit number to a document already in the file.

Chronicle suppresses the individual document notifications generated by the first full-file download and sends a single file-ready notification instead. Documents are grouped when several arrive for one client close together.

Medical records

Select Medical records to receive emails when DDS sends a medical-record request or when the requested records arrive.

Action	What it means
Sent	A medical-record request went to a provider.
Received	Provider records arrived.

Info requests

Select Info requests to receive emails when SSA sends an information request or receives the response.

Action	What it means
Sent	An information request went to the client or firm.
Received	The response came back.

Common issues

I receive too many emails

Edit the follow or follow rule and clear the categories or actions you do not need. A category checkbox selects its nested actions; you can select individual actions instead.

I am not receiving an event email

Confirm that you follow the client and that the event’s category or action is selected on that follow. A rule-managed follow uses the notification settings on its matching rule unless you created a manual override.

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