View client detail page data fields

The client detail page in Chronicle shows a header card with identity and status data, a case units section, and a tabbed view for documents, chronologies, and case activity.

Header identity fields

The left sidebar of the header card displays the following fields when present:

Field	Notes
Client name
SSN	Masked suffix only (`xxx-xx-…`)
Rep	Representative
DOB	Birth date (manual entry)
Phone	Client's phone number (manual entry)
Last report	The last time the client was on a status report from the ERE. If this date is very old, the client may no longer appear on ERE status reports. See Troubleshoot e-File monitoring issues.
Followers	Who follows this client. See Follow a case.
DLI	Date last insured
AOD	Alleged onset date
App date	Application date
Last change	The ERE's reported last change

Case units

The Case Phases section lists each case unit for the client. A case unit represents a stage in the SSA disability lifecycle. Chronicle creates and updates case units by ingesting status report spreadsheets (CSV) from the SSA Evidence and Case Status portal (ERE). Each row in a status report becomes a case unit, and the columns populate the fields below.

Initial / Reconsideration fields

These fields appear on Initial and Reconsideration case units. They are populated from the init/recon status report CSV.

Field label	Spreadsheet column	Definition
Claim name	`Claim Name`	The claim name from the status report.
Programs	`Claim Type`	The program type (for example, SSDI, SSI, or concurrent).
Received	`Receipt Date`	The date SSA received the initial or reconsideration claim.
First assigned	`First Date Assigned`	The date the case was first assigned to a disability examiner.
FQR starts	`Date FQR Starts`	The date the quality review (FQR) starts.
Closed	`Closure Date`	The IR close date: the closure date for the Initial or Reconsideration stage.

Hearing fields

These fields appear on Hearing case units. They are populated from the hearing status report CSV.

Field label	Spreadsheet column	Definition
Programs	`Claim Type`	The program type.
Hearing scheduled	`Hearing Scheduled Date`	The scheduled date and time of the hearing.
Requested	`Hearing Request Date`	The hearing request date: the date SSA received the request for hearing.
Held	`Hearing Held Date`	The date the hearing was actually held.
ALJ	`ALJ First Name`, `ALJ Last Name`	The administrative law judge assigned to the hearing.
Office	`Office Name`, `Office State`, `Office Code`	The hearing office handling the case.
Fee agreement	Status report hearing data	Whether a fee agreement is on file (`Yes` or `No`).
Fee petition	Status report hearing data	Whether a fee petition is on file (`Yes` or `No`).
E-folder	Status report hearing data	Whether the case has an electronic folder (`Yes` or `No`).

Appeals fields

These fields appear on Appeals case units. They are populated from the appeals status report CSV.

Field label	Spreadsheet column	Definition
Programs	`Claim Type`	The program type.
Requested	`Request Date`	The appeals request date.
Transfer to	`Transfer To`	The office or system the appeal was transferred to.
Transfer from	`Transfer From`	The office or system the appeal was transferred from.
Office	`Office Name`, `Office State`, `Office Code`	The appeals office handling the case.
Fee agreement	Status report appeals data	Whether a fee agreement is on file (`Yes` or `No`).
Fee petition	Status report appeals data	Whether a fee petition is on file (`Yes` or `No`).
E-folder	Status report appeals data	Whether the case has an electronic folder (`Yes` or `No`).

Case unit header badges

Every case unit card shows the stage label (Initial, Reconsideration, Hearing, or Appeals) and, when available, the current status. Additional badges may appear:

Expedited — shown when the case is marked as expedited.
T2: {decision} — shown when a Title II decision is present.
T16: {decision} — shown when a Title XVI decision is present.
Status date {date} — shown when a status date is available for the unit.

Status alerts and other summary sections

Other sections may appear below the identity panel depending on the client’s data:

Fee Payments: Visible only when you have AARPS access and the client has fee payments. Shows payment date, amount, and claim type.
Events: Shows upcoming and missed event counts, or No events when empty.
Requests: Displays info requests and medical provider requests with address and facility details.

Tabs

The tab bar below the header opens additional views:

Tab	Content
Documents	Client documents
Activity	Case activity feed
Hearing Audio	Hearing audio recordings
Medical Chronology	AI-generated medical chronology
Briefs	Case briefs
Notes	Notes with a count badge

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